410-513-VA, Financial planning: Segregated Funds and Annuities
This course will provide students with an overview of the financial and estate planning process. Students will examine how to assess a client’s current financial situation, develop an investor profile, identify and examine different investment vehicles (with a particular focus on annuities and segregated funds), assess the tax consequences of different investment choices, and develop and present an investment strategy tailored to meet the client’s needs. This course prepares students for the AMF/CISRO sanctioned exam for Insurance of Persons entitled: 01-313: Segregated Funds and Annuities.