Episode 31: Certified Financial Planning Education
Your Canadian Retirement Specialist
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Show Notes
In this episode, Regan chats with educator in financial services training, Jason Watt. They discuss the landscape of financial planning education and certification, courses and designations, as well as financial literacy.
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Connect with Jason Watt:
Twitter: https://mobile.twitter.com/jasonwattbcc
LinkedIn: https://www.linkedin.com/in/jasonwattclu/
Connect with Regan:
Facebook: https://www.facebook.com/yourcanadianretirementspecialist
LinkedIn: https://www.linkedin.com/in/schillerandassociates
Website: https://schillerandassociates.com/
Regan Schiller holds his Certified Financial Planner, Registered Retirement Consultant and Certified Life Underwriter designations. He is an Executive Financial Consultant licensed under Investors Group Securities Inc.Mutual funds and investment products and services are offered through Investors Group Financial Services Inc. (in Québec, a Financial Services firm). Additional investment products and brokerage services are offered through Investors Group Securities Inc. (in Québec, a firm in Financial Planning). Investors Group Securities Inc. is a member of the Canadian Investor Protection Fund. Commissions, fees and expenses may be associated with mutual fund investments. Read the prospectus before investing. Mutual funds are not guaranteed, values change frequently, and past performance may not be repeated.
Insurance products and services distributed through I.G. Insurance Services Inc. Insurance license sponsored by The Canada Life Assurance Company.
LIRA regulations vary provincially. For more information on LIRA in your area, please refer to your provincial government's website. Additional information on the Canada Pension Plan can be found at www.canada.ca/en/services/benefits/publicpensions.html.
Music courtesy of LesFM: https://lesfm.net.