Insurance and Risk Management 5 Tips for Building a Successful Career in the Life Insurance Industry Building a successful career in life insurance is not easy. It takes dedication, commitment, and…Marketing We Know TrainingDecember 28, 2020
Newsletters Holiday Newsletter: The Gift that Keeps on Giving This year we wanted to do a bit more for charities that mean something to…Marketing We Know TrainingDecember 18, 2020
Education and Designations Introducing the Larry A. Wood Scholarship for Business Career College With a bachelor’s degree in finance already under his belt, Larry A. Wood got his start as an educator while…Marketing We Know TrainingNovember 28, 2020
Financial Planning BCC—The Platinum Sponsor of Financial Planning Week 2020 Every year, Financial Planning Week brings CFP® professionals, QAFP™ professionals, students, educators, government representatives and…Marketing We Know TrainingNovember 2, 2020
Insurance and Risk Management What is the Jensen, Sharpe, and Treynor ratios? CERTIFIED FINANCIAL PLANNER® (CFP) professionals and QUALIFIED ASSOCIATE FINANCIAL PLANNER™ (QAFP) professionals are expected to…Marketing We Know TrainingOctober 16, 2020
Education and Designations EPC Certification and Advising the Elder Demographic As our population ages, the need for clear, practical, and useful life advice rises. As…Marketing We Know TrainingOctober 1, 2020
Education and DesignationsNewsletters September 2020 Newsletter: New Information for November 2020 Exams With fall right around the corner, it’s time to start thinking about the CFP® and…Marketing We Know TrainingSeptember 1, 2020
Education and DesignationsNewsletters December 2019 Newsletter: Spreading the word about IPE & PEP If you are on your path to the CFP® or QAFP™ designation, did you know that…Marketing We Know TrainingDecember 4, 2019
Education and Designations What’s New – CFP® Designation Route Changes Last month the newly renamed FP Canada (formerly Financial Planning Standards Council or FPSC) released…Marketing We Know TrainingMay 1, 2019