Point.Shift also creates eLearning courses! If you are looking to add a different kind of "flare" to your organizations compliance and regulatory learning offerings, then check out a couple of examples of courses availabe for licensing.
CE Quiz questions provided, along with additional resources for participants.
In recent years, the financial landscape has undergone significant changes and evolution. This transformation is characterized by heightened regulatory requirements, growing societal awareness of mental health and emotions, and increased pressure to satisfy clients while maintaining or expanding one's business. While this can feel overwhelming, it doesn't have to be.
Yet, 11% of Canadian businesses are prepared for a change in ownership, leadership, and operating status. Do your business-owner clients have a plan for their futures, which may include planning for the sale (transition of ownership) and everything that comes along with it?
Yet it is a simple three-letter word that can have profound meaning depending on the context in which you use it. Learn how to frame retirement and life transition conversations with your clients, utilizing the power of “yet.”