Continuing Education → Professional Development

Practice Management Part I (LCIFGA007)

1.0 Practice Management (#7775) FP Canada
1.0 Life, 1.0 A&S (#55281) Alberta Insurance Council
1.0 Life and/or A&S (#36287) Insurance Council of Manitoba

Practice Management Part I is a 10-part mini-series on how financial professionals can grow and manage a successful business. From personal to professional development, strategic philanthropy, pricing models and work-life balance, Practice Management focuses on you, the Advisor and overcoming the challenges and obstacles standing between you and success. The course concludes with a final test. A passing grade of at least 60% is required.

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 Accreditation Number: 7775 CE Credit Type: Professional Development

  • Advisors failing to explain their expertise to investors, study finds
  • The seven ways to become a highly successful advisor
  • Four ways for advisors to grow their businesses this year
  • How to succeed in hiring suitable support staff
  • Why ‘getting smart’ on philanthropy makes sense for advisors
  • Advisors who give back can make a real difference
  • Could regulatory review open door to advisor incorporation?
  • Making the transition to fee-based is difficult but worthwhile
  • Bringing up baby at a financial advisory firm
  • How to prevent technology from destroying your productivity
  • Can we get your feedback?
  • Globe Advisor Survey
  • Final Quiz
  • Final Quiz (Globe Advisor) Practice Management Part I
Completion rules
  • All units must be completed
  • Leads to a certification with a duration: Forever