Planning Amid Inflation
By Advisor.ca and Investment Executive
The post-pandemic economic environment has been characterized by the planning challenge of high inflation. As financial advisors are well aware, inflation hits portfolios and incomes hard.
This compilation of articles and columns from Advisor.ca and Investment Executive, based on expert sources, will provide advisors with tips and considerations as they plan for their clients in an inflationary environment. The content covers retirement planning considerations, such as when to begin CPP and OAS, and investing considerations, such as the 60/40 portfolio and using ETFs.
In the opinion of CE Corner, the content of this session aligns with FSRA’s requirements for Life and Accident & Sickness credits. However, it remains the responsibility of the individual license holder to check FSRA credits and confirm suitability.
Accreditation Details
Accreditation body
Competency
Credits
ICM
Life Insurance
1.00
General Insurance
--
Adjuster
--
The Institute/IAFE
Product Knowledge
--
Practice Management
--
Financial Planning
1.00
FP Canada
Practice Management
--
Professional Responsibility
--
Product Knowledge
--
Financial Planning
1.00
CSF
Matières générales
--
Insurance of persons
--
General Subject
1.00
Courtage en épargne collective
--
Assurance de personnes
--
Alberta Insurance Council
Life Insurance
1.00
MFDA (2023-2025)
Business Conduct - Ethics
--
Business Conduct - Non-Ethics
--
Professional Development
1.00
FSRA
Life and/or A&S
1.00
CIRO Cycle 10
Professional Development
1.00
Compliance
--
Course Type:
Passing Grade:
7/10 (70%)
