ÉQUISOFT, SOLUTIONS-DRIVEN INNOVATION FOR, PRESENTS: HOW TO USE AND BENEFIT FROM EQUISOFT’S WEALTHELEMENTS APPLICATION
COURSE OUTLINE
- Video;
- Examination of presence* via the questionnaire at the bottom of the video window.
DESCRIPTION OF THE COURSE
ÉQUISOFT, SOLUTIONS-DRIVEN INNOVATION FOR, PRESENTS: HOW TO USE AND BENEFIT FROM EQUISOFT’S WEALTHELEMENTS APPLICATION
ACCREDITATION
5 CE CREDITS
CONTENT
With the Professional Standards (2006) of the integrated personal financial planning process in mind, this training course is intended for financial security advisors, investment fund representatives and financial planners (Pl. fin.).
Over the five hour long training session the following topics will be reviewed on the basis of several scenarios of a typical case study:
- The use and purpose of a software for entering personal financial information (KYC);
- Analysis and evaluation of the client’s current financial situation with respect to his objectives and priorities;
- Capital need analysis for the financing of postsecondary education;
- Capital need analysis in case of death, disability or critical illness;
- Capital and income needs analysis for retirement;
- Basic concepts of cash flow, budget related matters, burning rate and lifestyle;
- Pro forma balance sheet at death;
- Risk profile analysis;
- Portfolio analysis of currently own positions and investable assets;
- Risk-return analysis of the client’s portfolio (current and proposed);
- Statistical key figures review, selection and evaluation process of investment funds;
- Review of the MER and other ancillary fees;
- Investment strategies for the accumulation period and the servicing of income at retirement;
- Investment policy statement.
The learning outcomes will rely on the case study’s several scenarios along with the online demonstration of the EquiSoft’s WealthElements software.
THE SPEAKERS
KAREN MASSON, spécialiste de produits principale, Équisoft inc.
FRANÇOIS FORGET, spécialiste de produits, Équisoft inc.
*HOW TO VALIDATE YOUR CONFIRMATION OF PRESENCE?
Please read carefully the information below. In order to get your CERTIFICATE OF PRESENCE you must answer successfully the questionnaire below to obtain your CE credits.
Repeatedly during your training, keywords will appear at the bottom of your screen. Once you have ENDED YOUR SESSION, click on the tab KEY WORDS at the bottom of the video. We recommend that you take note of the key words on a separate piece of paper. Only at the end will you have to validate them.
Please answer all the questions by typing all the keywords in the good order before clicking the button SUBMIT. You have a maximum of 5 attempts. To obtain your CE credits, you must answer all the questions correctly (100%).
This training session contains a supplemental questionnaire at the bottom of the video. To obtain your CE credits, you will have to answer all of the questions at the end of the training session and obtain a minimum grade of 60%. Again, we recommend that you take notes during the session.
Once the training is successfully completed, you will receive your certificate of attendance directly by e-mail in a PDF format.
IMPORTANT NOTE
To ensure that you have completed this training, the CDPSF records your attendance time online.