| Book Title: | The Household as a Financial Planning Unit |
| Author: | Hal Lumley |
| Details: | This course discusses issues of capital accumulation and insurance needs for the household: spouses as a couple with or without children. It is a unique way of needs analysis that will suit many existing and new clients. |
| Author: | Hal Lumley has over 20 years’ experience in the insurance industry. He is currently Vice-President Marketing and Product Development for Ment-r.com, a training company that provides education for financial advisors. |
| Format: | Book plus online exam |
| No. of Pages: | pages |
| Cost: | Book and exam @ |
| CE Credits: | hours |
| Alberta CE Credits: |
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