Managing the Financial Affairs of the Deceased Client

Course Writer
Oliver Publishing

Course Description
When death of a client or spouse occurs, the financial advisor may be called upon to advise on matters that relate to the estate of the deceased and affairs of the survivor(s).

This course will provide very useful, detailed information on a variety of topics including the powers of the executor, how investments and registered plans are dealt with, testamentary trusts, and making claims.

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License or Certification