Description - Decisions, Decisions: A Simple Approach to Better Financial Decisions

How to order: Click on the Add to Cart button on the Course Catalogue page. If you have a coupon code, put it in the coupon code box and the discount will be applied to your order. (Remember to register on CLIFE first!) After you pay for your order with your credit card, you will receive an email with a link to download the Course. You can then use the link provided to read the Course on your computer or print it off.

Test: You will be sent a link to the test in the same email that has your course link. You must login with the username and password you created in your registration to do the test; no login is required for the course.

Certificate: Download your Certificate after successfully completing the test.


Course Description

Making decisions is a test we all face every day, in a variety of situations, in a variety of circumstances. Finding that one “right” decision can be a real struggle when there are a number of alternatives, each with its own strengths and weaknesses. If only there was a way to weigh the advantages to determine the best option…

There is a way! Learn how to make complex decisions in a simple four-step process in this Course. The process can be applied to any decision you face --- personal or professional. And, for the financial planning professional, it provides a way to substantiate a decision to a client. You can work through the process with the client, agree, and the decision is made.

In this Course, you learn:

  • the theory behind good decision making;
  • the four-step process to use to make good decisions;
  • a case study for segregated funds and insurance purchasing decisions;
  • how the process can be used in succession planning.


If you take the few minutes it takes to work through the process, you will soon be able to apply it to any decision you face. Learn the steps: use them any time and any place. There is no software or technology involved: a pen or pencil and some paper is all you need.

By learning this process you will find the stress of decision-making is alleviated, you will save time and you will become better at your job.


Provincial Life Credits: 4 credits in BC, AB, SK, MB, ON
Provincial A&S Credits: 4 credits in BC, AB, SK, MB, ON
CFP® Certificant: 4 credits (Financial Planning)
General Credits: 4 credits in BC, AB, SK, MB, ON

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