Last updated: November 14 2013
Debt is a large problem in many households. Wealth advisors need to see where the debt lies and understand how to help their client use debt in a healthy manner in order to accumulate, grow and preserve wealth. Enrol in Debt and Cash Flow Management by November 20 and save $200 on tax deductible tuition fees.
"As a professional bookkeeper for small businesses, I took this course because I wanted to include debt management in my business service portfolio. A lot of small businesses are really just self-employed individuals with their business start-up funds coming from personal loans and credit. The course provided a lot of knowledge on various types of personal debt, how to categorize and group monthly expenses and payments, and the various products available for dealing with debt unification. In addition, the course provides access to tools for calculating repayment schedules and interest. A good course for anyone dealing with personal finances."
– Melissa L, BC
Investment & Retirement
This course is designed especially for financial advisors who want to specialize in helping clients develop strong personal net worth statements by managing debt and establishing a savings process.
WHY IS THIS COURSE TIMELY?
Debt is a large problem in many households. Wealth advisors need to see where the debt lies, how to help the client use debt in a healthy manner in order to accumulate, grow and preserve wealth.
This course focuses on the relationship an advisor has with a client who is contemplating taking on debt or is struggling with debt. The student will learn how to help the client set realistic expectations, prepare sample client service agreements, identify actions the client must focus on, discuss back up plans for short-term changes and help the client keep on track.
CERTIFIED SKILLSETS:
The student will know how to:
KNOWLEDGE BUREAU TOOLS INCLUDED:
MARKS ALLOCATION:
Quizzes | 50% |
Case Studies | 25% |
Final Exam | 25% |
Passing Grade | 60% |
Honours Achievement | 90% |