Explore the intricacies of disability insurance, its types, key features, and the financial protection it offers against unforeseen disabilities.
Explore the integration of behavioral finance in financial planning, focusing on understanding client psychology, overcoming biases, and achieving financial goals.
Explore the concept of nudging and choice architecture in behavioral economics, their applications in finance, and ethical considerations.
Explore the importance of professional guidance in financial planning, focusing on overcoming behavioral biases, fostering collaboration, and selecting qualified advisors.
Explore how to effectively integrate government benefits with personal savings to optimize retirement income, focusing on strategies for coordinating CPP, OAS, and GIS with private income sources.
Learn how to analyze a client's financial status using financial statements, key ratios, and benchmarks to develop effective financial plans.
