Jason mines content from the first 8 episodes of Season 3 for content with an ethics perspective. This episodes features short clips from those interviews followed by discussion about how the content fits with financial planning and insurance codes of conduct.
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Supplementary Materials:
STANDARDS OF PROFESSIONAL RESPONSIBILITY - FP Canada
Agent Code of Conduct - Life Insurance Council of Saskatchewan
CODE OF PROFESSIONAL CONDUCT - Advocis
Draft Rules of Conduct - FP Canada
Tax Policy and Succession Planning - CE Drive w/ Jason Watt S05E23
A Client Retiring on a Low Income - CE Drive w/ Jason Watt S05E22
Comparing Individual Health Insurance - CE Drive w/ Jason Watt S05E21
Digital Estate Planning on the Ground - CE Drive w/ Jason Watt S05E20
Estate Planning for Digital Assets - CE Drive w/ Jason Watt S05E19
Visualization in Estate Planning - CE Drive w/ Jason Watt S05E18
CALU 2023 - CE Drive w/ Jason Watt S05E17
Corporate Tax Planning - CE Drive w/ Jason Watt S05E16
Surviving a FSRAO Audit - CE Drive w/ Jason Watt S05E15
Benchmarking in Group Benefits - CE Drive w/ Jason Watt S05E14
Academia and Financial Planning - CE Drive w/ Jason Watt S05E13
Retirement Income Planning Tech Stack - CE Drive w/ Jason Watt S05E12
Specialty LTD in Group Plans - CE Drive w/ Jason Watt S05E11
Financial Planning for Creatives - CE Drive w/ Jason Watt S05E10
Dentistry and Benefits
Digital Estate Planning
Unintended Consequences of Trust Legislation
Live from CFP Board Colloquium
Live from FTA Conference
Live from IAFP Symposium
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