Financial Goal Counselling

Course Title: Financial Goal Counselling
Details: Financial Goal Counselling is a thorough review of how the agent/planner/advisor can guide his or her clients in the decision-making process and acquire closure on sales.

Includes valuable information for the new and experienced agent/advisor about perceptions, communication skills, the nature of goals, goal-setting, and problem solving.
Format: Downloadable PDF plus online exam
No. of Pages: 96
Cost (PDF option): Course and exam @ $115.16 add_to_cart.gif
Cost (Book option): Course and exam @ $115.16 + S/H add_to_cart.gif
IIROC: 8 CECAP Professional Development hours
BC CE Credits: 8.5 hours
Alberta CE Credits: 8.5 hours - Life
SK CE Credits: 8.5 hours
MB CE Credits: 8.5 hours
ON CE Credits: 8.5 hours
CFP™ 8.5 non-verifiable
Advocis 6.5 hours

Shipping and Tax are extra.
* non-verifiable, verifiable: see CFP™ Continuing Education Guidelines at