WFG EI

Segregated Funds


Course Title: Segregated Funds
Details: Segregated Funds provides a comprehensive review of all the details the agent/advisor must know when selling this sophisticated investment product.

Includes a discussion of similarities with mutual funds, the exclusive features of seg funds, how value is determined, fees and charges, the favourable tax treatment of seg funds, and who are the best customers.
Format: Downloadable PDF plus online exam
No. of Pages: 40
Cost (PDF option): Course and exam @ $57.56 add_to_cart.gif
Cost (Book option): Course and exam @ $57.56 + S/H add_to_cart.gif
BC CE Credits: 6.0 hours
Alberta CE Credits: 6.0 hours - Life
SK CE Credits: 6.0 hours
MB CE Credits: 5.0 hours
ON CE Credits: 6.0 hours
QC CE Credits: 0 hour
CFP™ 6.0 verifiable

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


faq