PD – Financial Wellbeing

Foundations of Financial Wellbeing

Join us on June 21, 2022, at 12:00pm.

REGISTRATION

This course is open to all CABIP members free of charge. To register for the course, login to your CABIP member dashboard with your username and password to access the registration link. If you have issues logging into, please email info@cabip.ca.

If you are not a CABIP member, please click here to pay the registration fee to access course registration details or become a CABIP member to access the course free of charge.

OVERVIEW

Did you know Life Insurance could be a vehicle to attain financial stability and prepare a legacy of inter-generational wealth? It requires a shift in mindset to effectively assess short vs. long term needs, then implement the correct multi-phased solutions. Utilizing needs-based products, flexibly coordinated for immediate financial security that continually evolves to provide increased security of legacy. I.e. Intergenerational wealth

Join our 1-hour interview-style discussion to learn more about the possibilities for creating and securing Financial Wellbeing.

WHAT YOU WILL LEARN:

  • Identify and explore financial literacy from a cultural and generational perspective
  • Introduce a structured conceptual approach to constructing your financial portfolio at all income levels
  • Explain the viability of a career as a successful Life Insurance / Financial Advisor.

REGISTRATION FEE:

  • Free to CABIP members
  • $25 to non-members

TARGET AUDIENCE:

  • Anyone interested in better understanding or pursuing Life Insurance.

RIBO ACCREDITATION:

  • Pending 1 Hr. RIBO Accreditation

REGISTRATION

This course is open to all CABIP members free of charge. To register for the course, login to your CABIP member dashboard with your username and password to access the registration link. If you have issues logging into, please email info@cabip.ca.

If you are not a CABIP member, please click here to pay the registration fee to access course registration details or become a CABIP member to access the course free of charge.