• Duration

    2 hours

  • professional development units (CSF)

    1 - Mutual funds;
    1 - Insurance of persons;

    • CE Credits (ciro)

      2.00 Professional Development

    The monetary value of a financial advisor

    The PDU training "The monetary value of a financial advisor
    " focuses on the importance and monetary impact of professional financial advice. It covers key aspects such as retirement plan optimization, investment taxation, and estate value assessment. This training highlights how financial advice can significantly influence financial health and long-term planning, emphasizing the importance of a personalized and expert approach in managing personal finances and investments.
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    Formateur pour ce cours

    Jean-Sébastien Jutras

    Jean-Sébastien Jutras is a Financial Planner, Financial Security Advisor, and Mutual Fund Representative. He quickly made his mark in the industry, transitioning from an independent financial professional to Senior Director of Advanced Financial Planning at a major insurance company. Today, he is the President and Founder of L'Astuce Formations.

    Additionally, Jean-Sébastien serves as a board member of the Chambre de la sécurité financière.
    I
    n 2024, he was honored with the Distinction Award from the Institut, granted by the board of directors to recognize individuals for their extraordinary contribution to the development and influence of the financial planning profession.