List of Courses:
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Unveiling The Retirement Myth Full Day Course (7 CDP hrs)
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The Institute of Chartered Accountants, every Fall and Spring |
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Strategic Wealth Conversion: Chapter 3:
Chapter 4:
Chapter 5:
Chapter 6:
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Canadian Securities Institute, Winter 2007
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Strategic Wealth Accumulation:
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Canadian Securities Institute, December 2006 |
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Time Value of Fluctuations - The Missing Link in the Design of Lifelong Income for Retiring Clients (2 CE hrs - CFP)
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The College for Financial Planning, 2006 Colorado, USA pending |