BCC at Financial Planning Week - Platinum Title Sponsor 2019
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Financial Planning Week 2019
By Jason Watt, CD, CLU
As in 2018, Business Career College was the Platinum Sponsor for FP Canada’s Financial Planning Week 2019 activities. This is our fourth year sponsoring Financial Planning Week activities; we have sponsored the Ethics Breakfast in the past as well.
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Penny's Thoughts About Financial Planning Week
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I love Financial Planning week. I get to meet old friends and make new ones.
The Celebration of Profession dinner was wonderful. Caroline Ouellette shared her amazing story of winning 4 gold medals, and captaining the women’s hockey team to the Olympics.
The Ethics breakfast I heard rave reviews about. First year offered by live webinar and attendance exceeded expectations. The symposium speakers shared very well. I only got to hear Andrew Au, but enjoyed him very much.
Cookie, our public relations specialist, met many of the Vancouver attendees.
Last, but not least, the FP Canada staff were so helpful and made the whole week so enjoyable.
Cary and all, thank you very, very much.
See you all in 2020! November 18
th
in Toronto and the 20
th
in Vancouver.
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Penny's Corner
Our annual professional responsibility webinar is running on December 10 from 8 a.m. to 9 a.m. MT.
Jason will
explore two scenarios dealing with real-life ethics concerns. These scenarios deal with a client who wants to help out her son's business, and with a planner who discovers another planner in his office engaged in questionable practices. Content is drawn from FP Canada's Standards of Professional Responsibility.
Please click
HERE
and register yourself. The webinar costs $25.00 only.
-Penny Watt
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Course of the Month
Ethics & Professional Responsibilities One-Hour Webinar
Ethics Case Studies Volume II
December 10, 2019
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As usual, the proceeds from our December Ethics course will go to a charity. This year we are donating to the
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Discounts
$20 off a BCC Course this month
Use code '
HOLIDAY2019
'
at checkout to receive discount.
-------------------------------------
Coupon Valid Until December 31, 2019 AT 11:30PM MDT.
Valid with a minimum purchase of 2 months for basic subscriptions and any other products.
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Keeping Up with BCC Students
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3
Generations of CFP® Professionals
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We met Eric, the youngest of the Adams, in 2017. At the time he enrolled in our CFP program. Later on, he did our EPC program and his father, Rob, joined as well. Eric has recently completed his CFP® Exam Prep and obtained his CFP® designation, making him the third generation in his family to obtain this designation. We want to congratulate him and share a picture he sent to us after passing his CFP® Exam with the following message:
"Thanks again for the Level 1™ and CFP® exam prep. I’m not sure I would have passed without those courses! I wanted to share this picture with you... Proud moment for everybody."
Eric: Thank you for the kind words. Students like you give meaning to our jobs. From all of us at Business Career College
Caption: Robert Adams (left), Eric Adams (middle) & Frank Adams (right) are the three gentlemen in the photo.
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Certification &
Incorporation
/
Incorporation
Fall 2019
In these episodes, Jason and his guest, Ray, discuss the benefits of incorporation for a medical professional, regulation of financial planning & financial advice.
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Stay tuned for more episodes coming January 2020
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Subscribe to get the latest episodes as they become available!
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This video series follows a successful small business from founding through sale to retirement, covering many of the issues that an advisor would work with the business owners on.
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Celebration of Profession Dinner Kicks Off Financial Planning Week
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Our first President’s List winner was Jason Watt. Since then we have had numerous winners and below are listed some of them.
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- Jason Watt - Edmonton, AB
- Craig Handley - Calgary, AB
- Melissa Loiselle - Edmonton, AB
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- Katelyn Culliton - Waterloo, ON
- Lisa (Haiyan) Wang - Burnaby, BC
- Vaughn Hoskins – St. John's, NL
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Working towards the CFP® or QAFP™ designations?
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CFP® Professional Education Program (PEP) (info
here
)
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QAFP™ Professional Education Program (PEP) (available 2020)
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Spreading the word about IPE & PEP
If you are on your path to the CFP® or QAFP™ designation, did you know that there are two courses you will need to complete after the Core & Advanced Curriculum? They are called Introduction to Professional Ethics (IPE), and Professional Education Program (PEP).
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If you have any questions please contact
Kelsey
or
Penny
by email, or phone 877-934-5577.
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REGISTER TODAY
Spring 2020
Webinar
May 8, 11 & 25
Webinar
May 12, 13 & 22
May 19, 20 & 26
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Phoenix
Feb 13 & 14
Webinar
Mar 10
Apr 7
May 20
Group Insurance Symposium
Calgary
March 31, 2020
Vancouver
April 2, 2020
Edmonton
Apr 21 & 22, 2020
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Webinar
Mar 13, 20 27
& Apr 3
Mar 10, 17, 24 & 30
June 02, 09, 16 & 23
Aug 05, 12, Sep 02, 09 & 30
Recorded Webinars Available
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Webinar
Jan 13-16
Mar 2-5
Apr 27-30
July 20-23
Sept 14-17
Edmonton
Jan 27-30
Jun 1-4
Oct 5-8
Recorded Webinars Available
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* For Calgary, Edmonton & New Westminster CE dates, please contact us.
1-877-934-5577
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LLQP Comment Corner
Bob Watt, EPC
Now that we have spent some time looking at the LLQP program and all its various components, it will be good to look at some steps that are being taken to keep it current. Students are currently tested on material included in the 5
th
Edition LLQP text books. The process is that each year in the fall the newest edition is published. We are sent the newest edition in late September so that we, as providers, can review the changes and work on any adjustments needed for our question banks and teaching material. Provincial exams are adjusted effective January 1
st
of each year to reflect any changes since the previous addition was published for the prior year.
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Subscribe permanently to our
Monthly Newsletter
to keep on top of industry updates as researched by our subject matter experts, Jason & Bob Watt.
Click
here
to subscribe.
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