Leveraging

Business Career College
Edmonton, Calgary, Toronto, Vancouver, Canada

Course Format: Classroom | E-learning | Virtual Class | Online/Live | On-site/In-house | Blended | Self-paced

Course Description:

'' The Leveraging Course was built in specific response to an industry need. Many advisors today use leveraging to help their clients achieve financial goals. This means that, whether you are encouraging your clients to use leverage or not, it is something that you are going to encounter.

This course specifically covers:

Know your client and Risk factors
Investment basics
Types of leverage - a study of 11 different leveraging approaches
Tax considerations
Regulatory and compliance considerations
There is a self-administered open book exam included with the course, which is approved by World Financial Group compliance.
...''

Elements of this syllabus are subject to change.

Phone:1-877-994-9019

School Address/Venue(s):

Suite 206, Capilano Mall
5004 98th Avenue
Edmonton, AB T6A 0A1

Suite 115, 2323 32 Avenue NE
Calgary, AB T2E 6Z3

#400 - 604 Columbia Street
New Westminster, BC V3M 1A5

#206 - 5555 Eglinton Ave West
Toronto, ON M9C 5M1


Jobs & Resumes: Edmonton, Calgary, Toronto, Vancouver
Houses & Roommates: Edmonton, Calgary, Toronto, Vancouver
Travel Agencies: Edmonton, Calgary, Toronto, Vancouver

Search other schools for Leveraging training resources.

Risk Management & Estate Planning
Fundamentals of Personal Finance
Investment and Tax Planning
Personal Financial Planner
Mutual Funds
Life License Qualification
Financial Services Administrative Assistant
Elder Planning Counselor
Certified Financial Planner
Accident & Sickness Licensing

Notice: The course description on this page was captured from the Internet as historical reference or submitted by visitors. It was archived statically and not updated from day to day.
 

Tips: If you can not find a training course suitable for you instantly, you can leave your training request here and let trainers contact you later.