Intro to Estate Planning in Ontario for Financial Planners | Other Business Online Course by Udemy

Business Online Course by Udemy, On Sale Here

Gain confidence as a financial planner by building your power team and learning the basic concepts of estate planning.

An excellent training about Other Business

Intro to Estate Planning in Ontario for Financial Planners

Doyou have or are you considering a career that involvesestate planning in Ontario? If so, this course is for you. Never before in history has there been a transfer of wealth like the one that is about to happen. Learnabout the importance of estate planning in light of theimpending transfer ofOne trillion dollars of assets from one generation to the next. This is happening in the next twenty years. The financial planner/advisor will play an even more important role in societyin the years ahead. This course will help you to feelmore knowledgeableinservingclients andhelping them settheir estate planning goals. Estate planning can be a minefield if youdon’t have the knowledge. You need to be ableto spot the issues. As they say – you don’t know what you don’t know. In thiscourse you will learn not only basic knowledge of estate planning but two sessions are dedicated to building yourpower team. Its this powerteam thatwill catapult your business.I have designed this course with very little “legalese” so you can learn the material easily and gain confidence before moving onto more difficult concepts. You will learn the basic concepts of estate planning that form the foundation. My hope is that you conclude that the Introduction to Estate Planning Course is interesting, important and a jump start to a lucrative career! Enjoy! Disclaimer: Please note that nothing in this course provides legal advise. Although I am a lawyer, you should not rely on anything in this course as legal advise without further discussion.

Udemy is the leading global marketplace for learning and instruction

By connecting students all over the world to the best instructors, Udemy is helping individuals reach their goals and pursue their dreams.

Study anytime, anywhere.

START HERE