Skip to content

Tag Archives: CFE

Kicking off CE credit for the year!

Thursday, February 2, 2012

Continuing education (CE) credits are required by different organizations, particularly in relation to maintaining professional designations. The Institute for Advanced Financial Education (The Institute) is no exception for the Chartered Life Underwriter (CLU) and Certified Health Insurance Specialist (CHS) designations I hold. The annual requirement is 30 hours of credit approved by The Institute. My [...]

Filed in Uncategorized | Also tagged , , , , , , , , , , , | Comments (0)

Another Ponzi Scheme

Sunday, July 12, 2009

You recently heard about the sentencing of Bernard Madoff for his massive fraud, identified as a Ponzi scheme. While certainly not of the same size, an international fraud involving residents close to home was reported yesterday on the front page of the Edmonton Journal by Karen Kleiss. For a quick review of what a Ponzi scheme entails, and to [...]

Filed in Investment Planning, Uncategorized | Also tagged , , , , , , , , | Comments (0)

Madoff and Ponzi Schemes

Tuesday, June 30, 2009

You have likely heard the news of Bernard Madoff being sentenced by a U.S. District Court to 150 years in jail for his orchestration of a massive Ponzi scheme. Well, I was shocked when a financial advisor I know said yesterday that he wasn’t aware of Madoff and did not know what a Ponzi scheme [...]

Filed in Investment Planning, Uncategorized | Also tagged , , , , , | Comments (0)