For Organizations Serving Financial Planning Professionals:



Many organizations, from professional associations to private providers, are in the business of providing training to financial professionals. Lynn can help! She supports these efforts through developing and editing written materials designed for seminars, on-line or CD-ROM based training, and traditional paper-based programs.

For continuing education programs, evaluation is always an important component. Lynn has training and expertise in the development of test items that meet current educational standards.

 

Some of Lynn’s projects have included:

  • Updating "Fundamentals of Personal Financial Planning" course for Credit Union Institute of Canada

  • Contributing content to “Advanced Taxation” course for Advocis (CLU Institute)

  • Developing and delivering content on pension issues for Advocis’ Annual CFP/CLU Update 2008

  • Providing Canadian version of retirement planning seminar for US-based Emerald Publications

  • Development of “Retirement Readiness Planning” course for the Knowledge Bureau


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“Lynn has provided invaluable support to Education Resources at Advocis. She was interviewed as a subject matter expert in pensions and retirement planning for the Advocis CFP/CLU Update 2008, a flagship continuing education program that attracted more than 1,000 participants. Lynn has also authored an important module in the Advanced Taxation course concerning tax-deferred savings plans (part of the CLU designation program required curriculum). A professional and versatile expert, Lynn's contribution to Advocis education programs has been very much appreciated.”
Kathy Kaskiw
Senior Director
Education Resources
Advocis