Savings needs analysis

Master notions related to the taxation of savings associated with various products and the use of financial leverage.

Identify what to consider in your analyses depending on your clients’ objectives, such as creating a contingency fund, purchasing goods, financing children’s education, or financing retirement.

This CE course is specifically for advisors in:

• Insurance of persons
• Mutual funds

Features 

• Included in The Concepts in insurance of persons program*
• Online training activity including questions with feedback
• Duration: 5 hours
• Multiple-choice summative evaluation to be completed online
• Passing mark: 60%
• Prerequisite: none

You might also like: 

• Other CE activities in The Concepts in insurance of persons program (some are available in French only)

* It is not mandatory to follow this program to register for this CE course.