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.
- Training document (currently unavailable)
- Understanding Financing Solutions (currently unavailable)
- IQPF: SFPA, 1.00 credit
- CSF: General subject, 1.00 credit
- IIROC: Financial management, 1.00 credit
- Advocis: Professional development, 1.00 credit