Nov 11, 2022LLQP Exam Writing TipDon’t start by reading the scenario when you have no idea what it’s about. RTQF Hey everybody. It’s a sunny…
Nov 11, 2022Mutual Funds Practice QuestionThe question asks how to calculate a client’s net worth. I’ll cover this question, but then I’ll go a little…
Jun 27, 2022CSC-WME Practice QuestionTwo key nuggets of knowledge will help you to get your head around the concepts and to answer the question…
May 19, 2022Moving AveragesThe five-week moving average figure is calculating using the last five weekly prices and dividing by five. In this video,…
May 17, 2022The Sharpe RatioWhat is the Sharpe Retio? There are two nuggets of knowledge that will help you answer this question correctly. In…
Apr 22, 2022Mutual Funds QuestionA question that deals with the level of risk associated with different types of mutual funds, or even segregated funds. …
Apr 11, 2022Don’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…
Apr 11, 2022RRSP vs TFSA ExplainedIf you’re 18 in a low tax bracket and only have $2,000 to contribute, where should you put it? A…
Apr 11, 2022RRSP Strategy ExplainedThe math may even surprise a seasoned investor or financial advisor. Is this the year that you finally start contributing…
Feb 01, 2022My LLQP ConfessionTwo nuggets of knowledge: Critical illness Insurance/Living Benefit. Know the Big 4 coverage by heart. There are also 10 condition…
Feb 01, 2022LLQP 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…
Feb 01, 2022RRSP Strategy Explained TIPSIs this the year that you finally start contributing to your RRSP or perhaps increase your contributions? Maybe you’re thinking…