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PFPI23A Managing the Past, Planning the Future

This course is for all financial planners and deals with retirement planning, estate planning, estate settlement and asset protection.

The instructors will demonstrate the impact of choices made by testators on the devolution of their assets during the settlement of their estate. They will also examine the effects of recent laws on retirement planning. The course participants will learn about the importance of follow-up and the increased value offered by these updates.

Beyond the financial aspects, the course will also explore the principles of behavioural finance, to raise the participants’ awareness of the decision-making process that can be used to create a human relationship, rather than a simple transactional relationship with their clients.

3 hours of preparatory work and 2 days of 6 hours in class.


  • Durée : 15.0 heure(s)
  • UFC PFPI : 15.0
  • Conférencier(s) : Caroline Marion, Martin Dupras
  • Langue du cours : Anglais
  • Nombre de places disponibles : 75


Périodes

Date Heure de début Heure de fin Lieu Salle
26 octobre 2017 8:30 15:30 Holiday Inn Select, Montréal
27 octobre 2017 8:30 15:30 Holiday Inn Select, Montréal
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