Advocis Calgary: Build Your Practice - Practice Development Series 6

Build Your Practice - Practice Development Series - Module 6: Needs Analysis

Join the Calgary chapter on Friday, July 22, 2022 from 9:30 A.M. to 11:30 A.M. (Mountain Time) for module 6 of the Practice Development Series. This series is designed for advisors under seven years in the industry. This series focuses exclusively on the practical skills and knowledge that advisors need to be successful.

The Calgary chapter invites its chapter peers (Edmonton, Medicine Hat, Lethbridge and Northern Alberta). Members across the region and the country are welcome to attend.

In Practice Development Module 5, Discovery, you learned about the discovery process, the collection and recording of client quantitative and qualitative information. In Practice Development Module 6, Needs Analysis you will learn how to use the information you gathered to analyze your client’s current situation to reveal the gap between where the client is today and where she needs to be to satisfy her goal(s). The quality of your analysis will help set you apart from other advisors.

In this module, we will examine four typical financial planning goals; the data you need in order to analyze a client’s current situation to accomplish these goals; the financial planning tools you need to complete the analysis; how to analyze a client’s situation and interpret your findings; and real-life examples of client scenarios to demonstrate these skills in action.

Upon completion of this module, you will be able to:

• Construct a net worth and cash flow statement for a client
• Conduct a thorough needs analysis for four common financial planning goals, including:
• Debt reduction
• Saving for education
• Saving for retirement
• Protecting one’s family using life insurance
• Identify gaps between a client’s current situation and their goals
• Identify potential solutions to improve a client’s financial situation and help them progress towards their goals
• Give full and adequate disclosure of all assumptions made in the analysis

Tickets are Limited!

As a benefit of membership, this webinar is FREE for Advocis Members, ($35 + GST for Non-Members)

• Members, use your Advocis Membership ID to trigger the promotional discount in Eventbrite
• Do you need assistance using your Advocis ID or promo code in the checkout? We have a short video to assist you.

• Tickets are on a first-come, first-serve basis (only 25 spots available)

Location:

• Carriage House Inn
• 9030 Macleod Trail S, Windsor B Room
• Calgary, Alberta

Covid-19 Protocols:

• We will be following any local and provincial Protocols.

CE Requirements:

This event is qualifies for 2.0 CE Credits by The Institute. To be eligible to earn any CE from this event, you must:

1. Enter your 7-digit Advocis ID on the registration form. No CE will be provided if this is inaccurate.
• If you have forgotten your Advocis ID, please click here to recover.
• If you do not have an Advocis ID number please complete this form to request one.
• If you would like to be extended the member pricing, please join.

Please contact the organizer to confirm if this webinar qualifies for your provincial insurance council credits.

Questions:

If you have any questions or concerns regarding this event, please reach out to the Advocis Calgary chapter at: Calgary@AdvocisChapter.ca