Expand/collapse block Applied Financial Guidance

Applied Financial Guidance

CUSOURCE / 1. Employee Instructor Led Course Catalogue / 1.6 Relationship Building / Sales and Service

This session is not available. However, there are other sessions available

Course Code







August 25 2017 11:10 am to November 14 2018 9:00 am

Session Dates

November 19 2018, 12:00 pm to 1:30 pm
November 21 2018, 12:00 pm to 1:30 pm
November 23 2018, 12:00 pm to 1:30 pm

Cancellation Deadline

October 25 2018 8:00 pm



Who Should Attend


Event Description

This eClass is comprised of three, 60-minute pre-work sessions and three, 90-minute online WebEx sessions. There is also a post session quiz that must be completed after Session 3. Completing all eClass components is required to be credited with completing this course.

This eClass has been designed to allow learners the opportunity to apply the knowledge gained in their role as a Financial Service Representative (FSR) or once they have completed CUIC 240, Fundamentals of Personal Financial Planning. The learner will explore the concepts of members’ financial well-being.

We’ll address risks; protection from loss of income, building wealth in a low rate environment, lack of diversification and the risk of not planning at all. Using facilitated exercises, we’ll explore the financial marketplace and see how tax planning and insurance play critical roles in a member’s overall financial health.

This course will provide each...

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Description Link

View or Download Description: EMP-LVF-APFGE01-ILE_DES.pdf

Image for Dale Boisclair

Facilitator: Dale Boisclair
Founder and Director, Dale Boisclair Consulting


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