Leveraging: advantages, drawbacks and when to recommend it to your client
Leveraging, which consists of borrowing money to invest, can be a risky strategy. Before recommending it to clients, you should be aware of all its advantages and drawbacks. You also have to ensure that you are meeting your legal and ethical obligations. This training activity will help ensure that you are meeting your obligations and making the best recommendations to your clients.
Please note that this activity was formerly known as Advantages and disadvantages of segregated funds with or without guaranteed withdrawals. Make sure you haven’t taken this training activity in the current reference period.
Features of the training activity
Document-based online training.
Examination comprised of multiple-choice questions to be completed online. Passing mark: 60%.
1 PDU in group savings plan brokerage
3 PDU in compliance
Member's price: $ 124.00
Non-member's price: : $ 176.00
IQPF code: IQPF19-04-0013-G
IQPF UFC count : 4
PDOM : 1
NP : 3