Intergenerational wealth transfer

Chambre de la sécurité financière

The intergenerational transfer is a unique opportunity to become the person of trust. 

Wealth transfer involves not only getting to know your client well, but also getting to know each and every member of your family, in order to develop the best possible plan. It requires a structured approach, the ability to communicate with different age groups and respect for confidentiality.

By taking this course, you will be able to adopt the appropriate conduct to help build, increase and protect your client's financial wealth, and ensure its transfer to future generations. 

This CE course is specifically for advisors in:

  • Insurance of persons

  • Online training activity including questions with feedback and tools
  • Duration: 5 hours
  • Multiple-choice summative evaluation to be completed online
  • Passing mark: 60%
  • Prerequisite: none
Informations IQPF