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COURSE SUMMARY

This course explores how financial advisors can enhance their practices by learning how to advise executors. CE credits are available from IIROC, FPSC and The Institute (Advocis). See Accreditation Details for more information.

This course consists of a slide presentation and accompanying audio. Please click Play on the audio player, and follow the audio with the slide deck, below, by manually advancing the slides.

Next steps

Mark O'Farrell, BA, CFP, CLU, CHFC, TEP, CEA is president of the Canadian Institute of Certified Executor Advisors. Learn more at www.cicea.ca.
Originally published on Advisor.ca

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