The Master class Series with Desjardins, which consists of interactive webinars led by insurance and financial planning professionals, is an opportunity to learn more, develop your skills and earn continuing education credits (CE credits).

By taking part in this webinar, you'll get to:

  • Add to your knowledge and connect with a community of advisors whose shared goal it is to provide tailored solutions to clients
  • Discuss the challenges currently impacting our industry and find out how Desjardins’ community of experts are addressing them
  • Discover how incorporating financial planning into your daily work can help strengthen your client relationships

Risk management for business owners

Join this webinar and learn about strategic approaches to help clients build a risk management plan that protects their business from these critical human capital losses in a cost-effective way.

Earn 1 CE credit* (pending accreditation)

This training allows you to obtain 1 CE credit from the following organizations:

  • Advocis (The Financial Advisors Association of Canada)
  • Alberta Insurance Council
  • Chambre de la sécurité financière (CSF)
  • Institut québécois de planification financière (IQPF)
  • FP Canada
  • Insurance Council of Manitoba
  • Insurance Council of Saskatchewan

To get the CE credit, you must attend at least 95% of the webinar and obtain a result of 70% or higher on the quiz.

Note: This training is pending approval by the organizations involved. Once accreditation has been obtained, you'll receive an email and will be able to download your certificate.

Date: Tuesday, February 27, 2024
Time: 1 p.m. (ET)

Key speakers & guests

Kathryn Bennett
Senior Legal and Estate Planning Consultant

Chau Tran
Senior Life Product Expert

Maxime Lemire-Osborne
Health Product Expert

Missed a vodcast?

No worries! These webinar will be recorded. Playback will be available.