08h30 to 16h00
All Classes of Business [18 Hours]
Pension Fund Investment Choice is an essential guide for sales representatives involved in financial products, focusing on the intricacies and strategies of pension fund investments. This comprehensive resource offers deep insights into the variety of investment options available within pension funds, including equities, bonds, and alternative assets, and the associated risks and returns of each. Understanding these options is crucial for sales professionals advising clients on retirement planning and pension fund allocations. It empowers them to provide informed, personalized advice on investment choices that align with clients’ risk tolerance and long-term financial goals. Additionally, this knowledge helps in effectively managing the balance between risk and return, a key aspect in pension fund investment, thereby enhancing the financial wellbeing of clients and building enduring trust in their financial guidance.
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The REready! Pack is designed to be used to prep for RE1 or RE5 or both.
The content for RE1 and RE5 overlaps as both exams test your practical knowledge of the FAIS Act and FICA.
The class is not a facilitator that is going to read the law out of a book for you.
Anna Bouhail contextualizes the content and creates an understanding of basic concepts related to law, the industry, and competency exams.
The class is structured to also instill compliance skills allowing the learner to answer practical questions.