The Knowledge Gap Series asks advisors to consider “What are you in the dark about?” We then shed light on those
knowledge gaps with short comprehensive courses and client education tools in the form of Financial Storyboards that lead to more fulsome conversations about critical issues that require financial decision-making.
Choose from the modules in each category below.
Additional courses are coming soon!
Take two courses for just $290 (save $100)
Study period 2 months - $69 per additional month
Take one course for $245 (save $50)
Study period 1 month - $49 per additional month
While women have traditionally faced several obstacles in accumulating wealth, they are now poised to directly control over one third of the assets in the Canadian economy in the next decade. Advisors who understand emerging financial needs and objectives for women – from millennials to boomers and older –can provide high value advice to a new demographic of wealth holders.
Everyone can gain financial peace of mind with a better knowledge of investing fundamentals including the management of risk and returns. However, younger investors and those who come into sudden financial windfalls – inheritances, bonuses, severance or the sale of a business as examples – can particularly benefit from new financial knowledge that includes a tax focus. Financial advisors who know their clients well can add enormous value. This module will help you add that financial mentorship to your relationships with clients.
What matters is what you keep – after tax. It is true that the more you earn, the more you pay. But as important, the more you own, the more important it is to understand the tax consequences of asset acquisition and disposition. Help your clients understand the tax consequences of their investment decisions in this important module.