Millennials to boomers: Better planning by generation

By Capital Group

Based on age-group research, this program highlights the value of customizing wealth planning strategies based on generational approaches to investing.

Millennials to boomers: Better planning by generation

Accreditation Details

Accreditation body
Competency
Credits

IIROC

Professional Development

1.00

Compliance

--

The Institute

Product Knowledge

--

Financial Planning

0.75

FP Canada

Professional Responsibility Credits

--

Product Knowledge Credits

--

Practice Management Credits

--

Financial Planning

1.00

Course Type:

Web Link

Passing Grade:

8/10 (80%)

Brought to you by:

  • ADVISOR'S EDGE
  • CONSEILLER
  • IE (Investment Executive)
  • FI (FINANCE ET INVESTMENT)