Wealth Management Issues Lite Collection
This collection helps those serving the affluent market comprehensively serve their clients.
Each course in this collection includes:
- A pdf study guide of technical content.
- A 30-question exam to demonstrate mastery of the technical concepts.
- Approximately 1 hour of contextual audio content.
- A video-based lesson of conversational discovery skills.
You will receive an account on Cannon’s learning management system to access each learning asset. Each course in this collection qualifies for 3 hours of CFP® CE credit.
- Wealth Management Issues: Education & Family Support
- Wealth Management Issues: Investment Planning
- Wealth Management Issues: Protection Strategies
- Wealth Management Issues: Retirement Planning
- Wealth Management Issues: Risk Management & Insurance Planning
For corporate pricing, please contact Will Cochran at 706-353-3346.