Serving Senior Clients

Serving Senior Clients

Brand: Monkey Credits
57.00 USD In stock Buy at Merchant

This CE course is for Canadian financial advisors working with senior clients, covering topics like dementia planning, long-term care, and estate considerations.

  • The course claims to equip advisors with tools for delivering meaningful, compliant advice to senior clients.
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  • Default Title — 57.00 USD — In stock

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Takes ~2 minutes. No storefront changes.