Free Resources

Financial Services

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Nov 11, 2022

LLQP Exam Writing Tip

Don’t start by reading the scenario when you have no idea what it’s about. RTQF Hey everybody. It’s a sunny…
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Nov 11, 2022

Mutual Funds Practice Question

The question asks how to calculate a client’s net worth. I’ll cover this question, but then I’ll go a little…
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CSC and WME Practice Question
Jun 27, 2022

CSC-WME Practice Question

Two key nuggets of knowledge will help you to get your head around the concepts and to answer the question…
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May 19, 2022

Moving Averages

The five-week moving average figure is calculating using the last five weekly prices and dividing by five. In this video,…
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May 17, 2022

The Sharpe Ratio

What is the Sharpe Retio? There are two nuggets of knowledge that will help you answer this question correctly. In…
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Apr 22, 2022

Mutual Funds Question

A question that deals with the level of risk associated with different types of mutual funds, or even segregated funds. …
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Apr 11, 2022

Don’t Commit to Goals

“Don’t commit to goals”? What does that mean? I just got off the phone with a student that’s having a…
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Apr 11, 2022

RRSP vs TFSA Explained

If you’re 18 in a low tax bracket and only have $2,000 to contribute, where should you put it? A…
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Apr 11, 2022

RRSP Strategy Explained

The math may even surprise a seasoned investor or financial advisor. Is this the year that you finally start contributing…
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Feb 01, 2022

My LLQP Confession

Two nuggets of knowledge: Critical illness Insurance/Living Benefit. Know the Big 4 coverage by heart. There are also 10 condition…
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Feb 01, 2022

LLQP LIFE Exam Question (Term or Perm)

In this blog video, I’m going to work through practice question ID: Life 2-005. We generally try to keep these…
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Feb 01, 2022

RRSP Strategy Explained TIPS

Is this the year that you finally start contributing to your RRSP or perhaps increase your contributions? Maybe you’re thinking…
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