11. MONEY AND HOW TO MANAGE IT

This Course Provides:

5 Hours - Life & A&S License, 5 Hours General
1 Hour - General
License RIBO Management
5 Hours - Life Only in Alberta


This course covers:,

  • How your clients and prospects can take control and manage their money.

  • The Money Management Planning System.

  • Financial Statements used in establishing the need for the client -
    Balance Sheet, Statement of Net Worth, Statement of Lifestyle Expenditures & Statement of Cash Flow

  • How to effectively use financial statements

  • Determining money management strategies.

  • The four cs of the credit process and why understanding them is important.

  • How debt plays an important part in the planning process.

  • Personal and business credit and how to manage it - Asset or Pitfall?

  • Interest Should you be paying it, or making it?

  • Land and Home Ownership Mortgages etc.

  • Automobiles Should you own or lease?

  • Various money terms and what they mean.

 
 
 




203-4438 Ontario Street

 Beamsville, ON  L0R 1B5

Toll Free Phone 877 524-7121 Toll Free Fax - 866 277-4511

  

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