CLU
CLU
CLU
The CLU designation is an advanced designation that expands on the CFP® education program. It sets financial advisors apart by successfully meeting established standards for competent practice and presenting a greater level of knowledge and specialized skill in complex wealth and estate-transfer markets. CLU designation-holders are in the
The CLU designation is an advanced designation that expands on the CFP® education program. It sets financial advisors apart by successfully meeting established standards for competent practice and presenting a greater level of knowledge and specialized skill in complex wealth and estate-transfer markets. CLU designation-holders are in the unique position of helping Canadians build and preserve wealth. For more information visit the CLU Website
CFP
CLU
CLU
Financial planning is more than budgeting, saving or having the perfect investment strategy. Financial planning is a process that sets you on a course toward achievement of your personal goals, needs and priorities through the proper management of your financial affairs. Canadians who engage in comprehensive financial planning report sig
Financial planning is more than budgeting, saving or having the perfect investment strategy. Financial planning is a process that sets you on a course toward achievement of your personal goals, needs and priorities through the proper management of your financial affairs. Canadians who engage in comprehensive financial planning report significantly higher levels of financial and emotional well-being than those who do limited planning or no planning at all. People with comprehensive plans say they feel more on track with their financial goals and retirement plans, have improved their ability to save, are more confident that they can deal with financial challenges in life, and feel better able to indulge in their discretionary spending goals. For more information visit the CFP Website.
CHS
CLU
CHS
The CHS designation is the only health-insurance focused designation in Canada. The CHS designation positions you to take advantage of a growing market demand for informed health-insurance advice, by giving you the knowledge and expertise you need in all relevant areas, including income replacement, disability, critical illness, long term
The CHS designation is the only health-insurance focused designation in Canada. The CHS designation positions you to take advantage of a growing market demand for informed health-insurance advice, by giving you the knowledge and expertise you need in all relevant areas, including income replacement, disability, critical illness, long term care, and group benefits. For more information visit the CHS Website