Education and Designations What is a Chartered Life Underwriter (CLU®) Designation? – With Commentary from Christopher Moore CLU®, CFP®, CHS™, EPC In the 1980s, Christopher Moore’s father started a financial services business in Saskatoon, Saskatchewan. Through…Marketing We Know TrainingJanuary 28, 2021
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
Financial Planning Reflections on FP Week 2020 By Jason Watt, Instructor at BCC For the third year in a row, BCC is the platinum sponsor for Financial Planning…Jason WattOctober 30, 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 August 2020 Newsletter: Canada Student Loans We are just around the corner from a return to school, whatever that will look…Jason WattJuly 30, 2020
Newsletters August 2020 Newsletter: Watt’s What In the past, my newsletter articles have been geared towards explaining the LLQP process. But…Bob WattJuly 30, 2020
Financial PlanningNewsletters July 2020 Newsletter: Child Care Expense Deductions – How Much Do They Help? The Income Tax Act permits the deduction of child care expenses under certain circumstances. A…Jason WattJune 29, 2020
Newsletters July 2020 Newsletter: LLQP Corner I am back this month talking about LLQP. As with all things in life right…Bob WattJune 29, 2020
Newsletters June 2020 Newsletter: June Brings Father’s Day and with it, Memories This post is quite personal to us and talks about a vulnerable chapter in our…Bob WattJune 2, 2020
Newsletters June 2020 Newsletter: When to Engage the Expert? In late April, we hosted our 12th annual Group Insurance Symposium. We normally run this…Jason WattJune 2, 2020
Insurance and Risk ManagementNewsletters May 2020 Newsletter: The Sharpe Ratio, and Why Does a Financial Planner Care? Since the fall of 2019, BCC’s financial planning Core Curriculum classes have adjusted to include…Jason WattMay 30, 2020
Newsletters May 2020 Newsletter: LLQP Review Sessions My, how quickly the world changes. Everyone has had to step up and adjust the…Bob WattApril 30, 2020
Newsletters April 2020 Newsletter: Pro Bono Financial Planning Case Study: A Successful Intervention Below is a case study I wrote for the United Way to demonstrate the value…Jason WattApril 4, 2020
Education and DesignationsNewsletters April 2020 Newsletter: Life Insurance Licensing Program (LLQP) I am back to discussing insurance agent licensing, but wow, we are certainly in interesting…Bob WattApril 1, 2020
Financial PlanningNewsletters March 2020 Newsletter: Developing Financial Planning as a Profession When we discuss the professionalization of the delivery of financial advice, we often discuss fees,…Jason WattMarch 2, 2020