The financial needs analysisChambre de la sécurité financière
Without an exhaustive FNA, it is not possible to provide a client with professional advisory services.The FNA is not a formality to be taken lightly – it is the advisor’s personal obligation.
This CE activity will allow you to have a better grasp of the elements required to carry out a thorough financial needs analysis. You will then be able to issue the most suitable recommendations for your client’s needs and situation.
You will learn more how the regulatory and ethical requirements pertaining to the FNA can improve your practice and solidify the relationship of trust between you and your client.
This CE course is specifically for advisors in:
- Insurance of persons
- Included in The Concepts in insurance of persons program*
- Documentation and questions with feedback
- Duration: 2 hours
- Multiple-choice summative evaluation to be completed online
- Passing mark: 60%
- Prerequisite: none
- Other training activities included in The Concepts in insurance of persons program (some are available in French only)
Code CSF 57851L1AN
PDUs distribution 2 PDUs in insurance of persons
Member rate 76
Guest rate 104
IQPF code IQPF23-05-0053-G
IQPF UFC count 2