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Business Career College by WKT

News & Guides

Guides and updates on Canadian licensing: LLQP, CIRO's proficiency model, CFP/QAFP and insurance careers, from BCC's instructors.

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73 articles · page 4 of 8

  • Investing

    Compliance and Investment Licensing – Jason’s Corner

    I have had several questions and conversations of late about what licensing is required to transact in securities. This article is a summary of those conversations but is not a thorough examination of securities laws. If you have questions about your own situation, you are encouraged to engage a securities

    5 min read
  • Newsletters

    Life Insurance Needs Analysis

    In the final month of our focus on risk management, I am going to pick on a pet peeve of mine from the life insurance sector. I continue to see life insurance needs analysis done like so: Samantha earns $100,000 per year, or $72,000 net of taxes. Derek, her spouse,

    3 min read
  • Newsletters

    Financial Planning and Risk Management — Jason’s Corner

    Financial Planning and Risk Management — thinking past the the three predictable risks: Like many of my students, I started my career in the insurance side of the financial advisory business. I cut my teeth teaching the LLQP and then life insurance Continuing Education courses. Probably also like many students,

    3 min read
  • Newsletters

    Risk Management and Advisor Education — Jason’s Corner

    As discussed in our March newsletter, the theme for the second quarter of 2022 is Risk Management. I’m going to take this discussion in a slightly unconventional direction. You might expect a discussion about insurance or emergency funds or even personal directives. But I would like to, instead, discuss Risk

    2 min read
  • Jason's Corner

    CE Drive: What to expect in 2022 — Jason’s Corner

    Our CE Drive podcast continues to roll along, and I wanted to take this opportunity to give you some updates about it. I love producing the podcast ¾ I find plenty of interesting people to interview, and I hear a lot of good feedback from our listeners. All episodes are

    3 min read
  • Financial Planning

    Preparing for Financial Planning Exams

    At the time of this article’s publication, students across the country will be writing their QAFP™ or CFP® Exams. Most exam writers will have put in about two years of prep, somewhere around $6,000 – $8,000, and a lot of blood, sweat, and tears. Here’s an article we put together

    4 min read
  • Education and Designations

    Business Career College’s Subscription Model and How it Works

    Maybe you want to start a new career or enhance your current one by adding another certification under your belt. It takes time and consideration to figure out where you want to go next in your professional career, and once you come to your decision, the next step is to

    4 min read
  • Education and Designations

    Changes to Life Insurance and A&S CE Credits in Alberta

    In the past, Business Career College has offered financial services and insurance professionals in Alberta the ability to earn 15 continuing Education (CE) credits for Life Insurance and A&S by attending 2-day in-person classes. In early 2021, the Alberta Accreditation Committee revisited their standards for what constitutes good continuing education

    2 min read

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