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Planist, in collaboration with front-line market participants, has produced a series of video capsules dealing with the preparation and transfer of a business. Planist shares your thirst for knowledge and wants to help you reach new heights.

In the comfort of your home or office, take the time to broaden your knowledge in order to help guide your business clients.

Efficiency and simplicity:
your time is precious, all video capsules are accessible 24/7

Why follow these training?

It’s no longer a secret; Canada is currently in an environment of a record number of business successions. The first “baby boomers” have begun to reach 65 and the time has come to pass the torch; they must find successors.

Financial planners are in the forefront of this phenomenon. They have a leadership role to play.

Watch our presentation video

Business Succession

Choose among the following accredited training

Each of these training sessions has already been accredited by the proper authorities. To receive professional development units (PDUs), you will be asked to answer questions on-line based on the video you which to view. The results are obtained immediately; a certificate confirming your successful completion of the PDU will be sent to you for your personal records.