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Professional Client Service Spotlight

Enroll with Unlimited Pass — All courses shown are included in Unlimited Pass
  • Video Course
    Insurance: Client Service

    Client Centered Financial Planning

    Master the art of client-focused financial planning and elevate your advisory practice

    CA$192-55%CA$423
    7 CPD hours
    Pro Seminars
    5.0
    (14)
    Published at Dec 24, 2024
    Updated at Mar 6, 2025
  • Video Course
    Insurance: Client Service

    Senior Fraud & Financial Exploitation

    Protect Seniors from Financial Exploitation: A Comprehensive Guide for Professionals and Caregivers.

    CA$111-55%CA$244
    4 CPD hours
    Pro Seminars
    5.0
    (6)
    Published at Dec 24, 2024
    Updated at Feb 21, 2025
  • Video Course
    Insurance: Client Service

    Charitable Giving & The Financial Planning Process

    Master the art of charitable giving and its integration into financial planning.

    CA$111-55%CA$244
    4 CPD hours
    Pro Seminars
    5.0
    (1)
    Published at Dec 24, 2024
    Updated at Mar 9, 2025
  • Video Course
    Insurance: Client Service

    Financial Advising Opportunities During Uncertain Times

    Navigate financial challenges and seize opportunities in turbulent times with expert strategies for advisors and clients.

    CA$111-55%CA$244
    3 CPD hours
    Pro Seminars
    Published at Dec 24, 2024
    Updated at Mar 9, 2025
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