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Application for a Professional Exemption in Fundamentals of Personal Financial Planning
course

To apply for a Professional exemption for Fundamentals of Personal Financial Planning complete this form and click ‘Submit’. The associated is fee is non-refundable, we recommend you review the Criteria for Requesting an Exemption

Click on the link to the

2017 Business Advisors Virtual Conference - Breaking Busy. Resilient Living in Crazy Times
course classroom

Looking for an energy boost? You’ve just found it! Join Linda for a hands-on, highly humorous ride that will re-focus, re-energize and re-invent how you see your life and your work. Her straight-shooting approach is packed with relevant, easy solutions that will enable you to take back your...

2017 Business Advisors Virtual Conference - Identifying and Engaging High-Value Prospects
course classroom

Re-focused and energized, you’re ready to take on the world, including finding and engaging high-value prospects. For some, prospecting generates a real buzz; for others, it’s daunting work. As a result, we either procrastinate about this key growth activity or classify it under “don’t have ...

2017 Business Advisors Virtual Conference - Juggling the Job: Growth, Credit Quality and Monitoring
course classroom

Juggling the demands of business development and monitoring can be challenging. In fact, it’s often seen as a trade-off. But growing and managing your portfolio doesn’t have to be mutually exclusive. Kristi Miller shares her approach to creating time for the key functions of growth while maint...

2017 Business Advisors Virtual Conference - Working with Executors for Successful Succession Planning
course classroom

The numbers are shocking. In a Canadian Federation of Independent Business survey, 77% of business owners said they planned to exit the business within the next ten years, yet only 9% had a formal succession strategy. Further, it’s estimated that 70% of Canadians don’t have a current and valid...

60 Days of Summer
course

Learn something new every day in just a few minutes with our 60 Days of Summer promotion. If you've been wanting to learn something new, but are always too busy or too time-strapped, sign up now to receive a daily dose of knowledge this July and August*. In just a few minutes,...

A Frontline Guide to the Mutual Fund Industry
course

According to The Investment Funds Institute of Canada, 33% (4.9 million) of Canadian households hold mutual funds. What’s more, half of mutual fund investors had less than $25,000 to invest when they first started using an advisor. So, the question becomes, how many of your members invest in m...

A Frontline Virtual Conference - Results and Goal Attainment. Fall 2019
course classroom

Everyone sets goals. They can be formal or informal, short or long-term. Goals are an important part of moving forward personally and professionally. Achieving your goals, however, requires planning and action. Learning how to manage time and set realistic goals will increase your chance of su...

A Frontline Virtual Conference - Results and Goal Attainment. Spring 2019
course classroom

Everyone sets goals. They can be formal or informal, short or long-term. Goals are an important part of moving forward personally and professionally. Achieving your goals, however, requires planning and action. Learning how to manage time and set realistic goals will increase your chance of su...

 

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