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The decisions as to how much to mortgage and which type of mortgage is one that should be evaluated carefully. This webinar features the founder of Borrow Smart University, Todd Ballenger, and Certified Liability Advisor John Thompson providing a detailed review of 11 factors all financial advisors should consider when advising clients on how much they should mortgage and which mortgage is best suited for them. 

 

*CE/CPE Eligible: 1 CE credit is available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 1 CPE credits.

Field of Study: Specialized Knowledge

Prerequisites: There are no prerequisites for this session.

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

NASBA Approved

Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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