Continuing Education → Professional Development → CAASA

Perspectives on Real Estate and Client Service w/ Starlight and Darren Coleman (Raymond James) (CAASA024)

1.0 MFDA: Professional Development (8676)
1.0 FP Canada: Financial Planning (8676)

This course is a podcast delves into many areas of real estate investing and compares private and public access to this asset class and how investors can make the most of these avenues of investment. Client servicing during a crisis (and throughout the life cycle of a client relationship) are discussed and gives advisors concrete ideas and a vision as to how to create a culture within one’s team and with clients so that inevitable downturns are ameliorated.

This CE activity has been approved by FP Canada as meeting the minimum requirements for CE Approval as outlined within the FP Canada Continuing Education Guidelines. The views and opinions expressed in this presentation are those of the presenter / content author and do not necessarily reflect the views of FP Canada.

CE Credits: 1.0 MFDA: 1.0 MFDA: Professional Development (8676... CFA: 1.0 FP Canada: Financial Planning (8676)

  • Starlight and Coleman - 2020-04-05_ 11.58 AM
  • Real Assets & Real Income
  • Time for Infrastructure is Now
  • Test
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever