WFG EI

Financial Planning 2


Course Title: Financial Planning 2
Details: This Course completes the knowledge requirements of a financial planner who wishes to provide clients with the basics of financial planning.

It covers insurance, tax, details of retirement planning, and estate planning. Financial Planning 2 will be an important addition to the financial advisor’s store of practical knowledge.
Format: Downloadable PDF plus online exam
No. of Pages: 50
Cost (PDF option): Course and exam @ $47.96 add_to_cart.gif
Cost (Book option): Course and exam @ $47.96 + S/H add_to_cart.gif
BC CE Credits: 5.0 hours
Alberta CE Credits: 5.0 hours - Life
SK CE Credits: 5.0 hours
MB CE Credits: 5.0 hours
ON CE Credits: 5.0 hours
QC CE Credits: 0 hour
CFP™ 5.0 verifiable

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


faq