Women and Investing

By CETFA

Women are not a niche market – they’re not just half of the population, they already control substantial wealth. Yet women are underserved by the financial services industry and the gender effect – living longer, earning less – can result in a significant retirement savings gap. Here are investment and communication strategies that can help you be a more effective financial advisor to your female clients.

Women and Investing

Accreditation Details

Accreditation body
Competency
Credits

FP Canada

Professional Responsibility Credits

--

Product Knowledge Credits

--

Practice Management Credits

1.00

Financial Planning

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IIROC

Compliance

--

Professional Development

1.00

Course Type:

Webinar

Passing Grade:

3/5 (60%)