Table for One: Single-Income Planning Through Death or Divorce
By AGF Management Limited
Help your single client achieve financial autonomy.
Nine out of 10 women will find themselves solely responsible for their own finances at some point in their lives — some because of divorce or a spouse’s death. Financial advisors play a key role in helping these clients regroup, embrace their new role as sole decision makers and thrive as a result of proper financial planning, says presenter Lisa Elle of Ellements Group.
In this course, Elle helps advisors understand the challenges these clients face in their personal lives and during the financial planning process. She also provides tips for client discussions and illuminates the client’s needs and perspective, providing advisors with new tools and improved understanding for their next client meeting.
After taking this course, advisors will understand:
• the changing landscape for women and how it affects their finances (15%)
• the importance of building a financial dream team for clients (10%)
• the elements of a rock-solid financial plan, including specific challenges for women and single clients (40%)
• immediate considerations when a client faces the loss of a spouse or partner (15%)
• financial pitfalls to avoid and practical estate considerations for single clients (20%)
Lisa Elle is a wealth strategist, financial planner and author, and has several designations, including the CFP® credential and FCSI. She’s been a financial advisor for more than 20 years, and focuses her services on organizing clients’ financial affairs, educating them about financial principles and helping them understand their portfolios. In particular, she enjoys supporting women through the financial planning process to help them achieve financial autonomy.
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
Ethics
--
Financial Planning
1.00
Practice Management
--
Product Knowledge
--
CSF
Mutual Funds
--
Matières générales
--
Insurance of persons
--
Group Savings Plan Brokerage
--
Group Insurance of Persons
--
General Subject
1.00
Courtage en épargne collective
--
Assurance de personnes
--
ICBC
Accident and Sickness
--
General Insurance
--
Life Insurance
1.00
Alberta Insurance Council
General Insurance
--
Life Insurance
1.00
FP Canada
Professional Responsibility
--
Product Knowledge
--
Practice Management
--
Financial Planning
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:
Video
Passing Grade:
7/10 (70%)
