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

Continuing Education Catalogue

Book Title:

Segregated Funds

Author: Oliver Publishing
Details:

Segregated Funds provides a comprehensive review of all the details the agent/advisor must know when selling this sophisticated investment product.

Includes a discussion of similarities with mutual funds, the exclusive features of seg funds, how value is determined, fees and charges, the favourable tax treatment of seg funds, and who are the best customers.

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

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