Understanding Financing Solutions
How to integrate mortgages and lines of credit into your practice.
Financial advisors today face a challenging business environment threatening their profitability. Fortunately, our financing solutions give you another way to engage clients. Provide them a comprehensive advice and maximize client retention while adding a potential regular income to your practice. Make financing solutions work for you.
This course is a simple “read and learn” program. The examination component is composed of 15 multiple choice questions. The questions are based on material found in the course, many of which are word-for-word. Certificates will be issued electronically.
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Test access |
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- Understanding Financing Solutions (currently unavailable)
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Accreditation Details:
- IQPF: SFPA, 1.00 credit
- CSF: General subject, 1.00 credit
- IIROC: Financial management, 1.00 credit
- Advocis: Professional development, 1.00 credit
