Continuing Education → Professional Development

Financial Planning with Snap Projections (LCI00P02.1)


Description
1.0 IIROC: Professional Development (22-1167P)
1.0 MFDA: Professional Development: MFDA Activity Number 1000001591
1.0 Alberta Accreditation Committee (62540)
1.0 Financial Services Regulatory Authority of Ontario: Life
1.0 Insurance Council of British Columbia: Life
1.0 Insurance Council of Manitoba: 1.0 Life (36295)
1.0 Insurance Councils of Saskatchewan: Life
1.0 FP Canada: Financial Planning (10489)

When you're working with clients, and their financial needs, a detailed and clear financial plan is key. This course provides Snap Projection users with a tutorial on how to do just that.


Important to note:
The accreditations with accompanying ID numbers have been approved and issued by the regulatory organization. The accreditations without ID numbers are additional regulatory organization's continuing education (CE) credit(s) that Learnedly believes the course satisfies.

This CE activity has been approved by FP Canada as meeting the minimum requirements for CE
Approval as outlined within the FP Canada Continuing Education Guidelines. The views and opinions
expressed in this presentation are those of the presenter / content author and do not necessarily reflect
the views of FP Canada.

CE Credits: 1.0 MFDA CE Activity Cod...: 1000001591 CE Credit Type: Professional Development

Content
  • 1 The 6 Most Common Financial Planning Questions (1:57)
  • Creating your first financial plan
  • 2 Entering Initial Data (6:50)
  • 3 The Planning Page (3:57)
  • 4 Cash Flow Management (6:51)
  • 5 Comparing Multiple Scenarios (6:09)
  • 6 Interactive Presentations and Beautiful Reports (5:05)
  • 7 Projections With a Spouse (5:16)
  • Additional Features
  • 8 Customer Support (2:48)
  • 9 The Corporate Module (7:31)
  • 10 Additional Features and Advanced Settings (7:33)
  • 11 Using the Automatic Recommendations Feature (7:00)
  • 12 Stress Testing Your Projections (4:59)
  • Final Test
  • Snap Test
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever