TRAINING


TRAINING PROGRAMS


Development of Written Training Materials:

Lynn develops written training materials on financial planning for a variety of audiences. Organizations such as the Canadian Securities Institute (CSI), the Financial Planning Standards Council (FPSC), CCH Canadian, the Knowledge Bureau, and Advocis have called on her to prepare training and testing material for students at various stages of their financial planning careers. Lynn has also served on CSI’s evaluation team for the Chartered Strategic Wealth Professional (CSWP) designation, evaluating both written and oral financial plan presentations by students in Canada and China.




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