08h30 to 16h00
All Classes of Business [8Hours]
Tax Fundamentals is a crucial resource for sales representatives in the financial industry, providing a comprehensive understanding of tax laws and their implications for various financial products, including investments and risk management strategies. This guide delves into the complexities of taxation, covering topics like income tax, capital gains tax, and tax-efficient investing. For sales professionals, a solid grasp of these tax fundamentals is essential to offer clients well-informed advice on how tax considerations can impact investment choices and returns. It enables them to guide clients in making tax-efficient investment decisions, thereby enhancing the overall value and performance of their financial portfolios. Understanding tax implications is also key to managing and mitigating financial risks, making “Tax Fundamentals” an invaluable asset for any sales representative aiming to provide comprehensive and competent financial guidance.
All Classes of Business [8 Hours]
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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.