Oliver's Notes: All of the content, none of the fluff

Continuing Education Catalogue

Book Title:

Managing the Affairs of the Deceased Client

Author: Oliver Publishing
Details:

When death of a client or spouse occurs, the financial advisor may be called upon to advise on matters that relate to the estate of the deceased and affairs of the survivor(s).

This course will provide very useful, detailed information on a variety of topics including the powers of the executor, how investments and registered plans are dealt with, testamentary trusts, and making claims.

Format: Book plus online exam
No. of Pages: pages
Cost: Book and exam @
CE Credits:
Alberta CE Credits:

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