NextGen Wealth Transfer

By TD Asset Management with Newcom Media Inc.

The next decade will see a massive intergenerational transfer of wealth estimated at $1 trillion, the largest in Canadian history1. Yet there’s no guarantee that the digitally connected heirs to this windfall will turn to their parents’ advisors for financial advice and planning. That’s why we’ve put a focus on helping advisors attract and retain new generations of investors.

1 Investor Economics Insight, January 2019. Strategic Insight.

 

NextGen Wealth Transfer

Accreditation Details

Accreditation body
Competency
Credits

The Institute

Product Knowledge

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Financial Planning

1.00

IIROC Cycle 8

Compliance

--

Professional Development

1.00

Course Type:

Web Link

Passing Grade:

11/14 (79%)

Brought to you by:

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