4438 Ontario Street, Suite 203
 Beamsville, ON  L0R 1B5

 
 
14. FINANCIAL SERVICES DEFINITIONS - This course provides 3 hours of CE credits

In order to succeed in the Financial Services business, the prudent financial planner 
must become familiar with the terminology that is necessary to service their clients 
and prospects properly. 

This course clearly defines the many definitions thereby enabling you to provide the 
highest quality of service possible for your clients and prospects.
 
 
 


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