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Mutual Funds - Advance
Developing Confidence
Creating Confidence when Young (5:26)
The Rule of 72 (7:17)
Understanding Client Statements (7:25)
How To Ask Discovery Questions (9:41)
Securities Bootcamp
Prepare for the section
Compliance Overview (21:58)
The Importance of Making a Securities Income (19:14)
Mutual Funds (59:24)
Building a Client Portfolio (34:04)
Cost and Fees of Mutual Funds (9:56)
Investment Profile Questionnaire (6:48)
Emergency Accounts (22:03)
Principal Distributor (PD) Model
How It Works (45:14)
AGF Investments (32:29)
Mackenzie Investments (36:57)
Compensation (79:12)
FAQ
Explaining the Fees
Understanding MERs
Value for Your Fees
Income Tax Guides
Tax Fact Sheet
Tax & Estate Planning
2023 Tax Planning Reference Guide
Estate Planning
Getting Started
Executor Checklist
Advisor Checklist
Estate Planning Takeaways
Segment Completion
Next Step (0:37)
2023 Tax Planning Reference Guide
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