Ratcliffe Wealth & Risk Management

I’m up early and looking forward to today’s conference. As a member of Advocis, I look forward to their full day of educational activity for advisors. Held at the Crowne Plaza Chateau Lacombe in Edmonton, it promises to be a day of learning, networking, and good food. Continuing Education credits will be more important for me each year now. Having taken various full courses over the past year, the credits were numerous. However, having completed the Chartered Life Underwriter (CLU) and Registered Health Underwriter (RHU) designations, I have to be careful to meet the full requirements. Obtaining the necessary credit for licensing is not difficult. They are readily available, even with sessions with our insurance companies. On the other hand, for the Advocis membership and CLU, more are required and they are not as readily available. This year, I have chosen to also go to the Banff School in August for additional sessions over a 5 day period. With my doctoral research area involving informal and self-directed learning, I am particularly interested in professional continuing education. I will be having a closer look at just how easy or difficult it is for advisors to meet the requirements.