Financial Planning

Infotrends’ Financial Planner courses are ideal for everyone from business owners who want to stand out in a competitive market to anyone who wants their business to grow.

Receive 12 CE credits towards your Advocis, Accident and Sickness, Life and CFP mandatory licensing requirements by taking Guerrilla Marketing for Financial Advisors – an online video program presented by Grant Hicks.

As well, most of our Life and A&S courses can be used for CFP Continuing education credit.

We will be adding courses to this area on an ongoing basis - check back often

Infotrends’ online courses are ideal for:

• Anyone in the financial services who must meet the industry's annual continuing education hours of professional development
• Corporate and financial management personnel wishing to effectively understand and practically apply the management skills in the knowledge workplace, in maximizing workers' productivity and the company's profit margins
• New financial services agents studying for any of the required 'licenses' as set out by the respective financial regulatory bodies (Infotrends 'synopsized' version of the licensing courses are clear, concise, and coherent; they are also delivered in either a 2 or 3-day Workshop framework that meets the work-time "time" needs of financial professionals.)

For a course description, including the amount of credit hours, simply click on the course title.