Shift your perspective from product-focused sales to risk-based financial planning for your clients.
This course examines the role of insurance as a strategic tool for managing financial risk within a broader planning framework. It outlines a five-step process for identifying, quantifying, and funding financial exposures for families, business owners, and estate planning situations. By focusing on the underlying financial assumptions—such as income replacement, debt servicing, and estate liquidity—the material demonstrates how to determine whether to retain or transfer risk. The content emphasizes the importance of clarity before strategy, ensuring that insurance solutions are tailored to the specific duration and nature of the client's financial requirements.
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Certified Financial Planner at Girgis Wealth Solutions
I’m Magid Girgis, CFP®, founder of Girgis Wealth Solutions. For over 35 years, I’ve helped business owners, professionals, families, and retirees make complex financial decisions with confidence by bringing structure, clarity, and strategy to every stage of their financial lives. Financial planning isn’t about selling products; it’s about understanding your life. I begin by listening: your goals, your concerns, your family, your business, and your legacy. From there, I clarify what’s complex, uncover opportunities, and build a coordinated plan that aligns every part of your financial picture. Clients work with me because they value honest advice, long-term relationships, and thoughtful planning. I’ll help you stay focused on what matters most, adapt your plan as life changes, and provide guidance that’s always in your best interest. My goal is simple: to help you move forward with structure, clarity, and strategy.
Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.
Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.
