Savings needs analysis

Master notions related to the taxation of savings associated with various products and the use of financial leverage.

Identify what to consider in your analyses depending on your clients’ objectives, such as creating a contingency fund, purchasing goods, financing children’s education, or financing retirement.

This training activity is specifically for representatives...

• Of Mutual fund dealer
• In Insurance of persons

Features of this online training activity

• Training activity included in The Concepts in insurance of persons program*
• Documentation and quiz with feedback
• Tools to support you in your practice (aslo available on Members' Area)
• Multiple choice questionnaire (passing grade: 60%)
• Prerequisite: none

You might also like: 

• Other training activities in The Concepts in insurance of persons program (some are available in French only)

* It is not mandatory to follow this program to register for this training.