|
TRAINING
SEMINARS / WORKSHOPS / TRAINING PROGRAMS
Program Delivery:
Fernwood
Consulting Group Inc. designs and delivers training programs
for a variety of clients. We specialize in offering retirement
planning workshops to public sector organizations, and have
provided these programs to clients such as the Province of
Ontario, the City of Toronto, the Yukon Territorial Government,
the Yukon Workers’ Compensation Health and Safety Board,
Yukon College, the Anglican Diocese of Toronto,
and Public Works and Government Services Canada.
Workshops are typically one to two full days in length, and
cover topics such as evaluating income needs in retirement;
sources of income (employer pension, government benefits,
personal savings); tax planning strategies; cash management
and investment planning; estate planning.
Participants complete a questionnaire ahead of time in order
to organize their own financial information. Case studies, group
discussion, and individual exercises provide ample opportunity
for participants to put the concepts into practice.
Development of Written Training Materials:
We also develop written training materials on financial planning
for a variety of audiences. Organizations such as the Canadian
Securities Institute (CSI), the Financial Planners Standards
Council (FPSC), CCH Canadian, the Knowledge Bureau, and Advocis
have called on us to prepare training and testing material for
students at various stages of their financial planning careers.
<
back |
 |
|
