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INSTRUCTOR

Bernie Plett

1 Courses • 14 Reviews
CFP, WMT, FCSI, PFP
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About

Biography

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Registered Jun 07, 2019

Student reviews

14
4.6
(14)
5 stars
9
4 stars
4
3 stars
1
2 stars
0
1 star
0
  • Llew W.
    Rated 5 out of 5
    24 Dec 2025
    CPA: Fiduciary Duties
    Well laid out and methodical. Useful addvice.
  • Douglas H.
    Rated 4 out of 5
    9 Aug 2023
    CPA: Fiduciary Duties
    Excellent course. Vert informative.
  • Vicki P.
    Rated 4 out of 5
    28 Dec 2021
    CPA: Fiduciary Duties
    Having had little exposure to these fiduciary duties previously, this has opened my eyes in a very clear and useful way with this course. The concept of collaborating with other appropriate professionals in regards to an individual or perhaps a trust, while not breaching the fiduciary duties of an individual, demonstrates that we can no longer do an annual 'set and forget' type of management
  • Colin W.
    Rated 5 out of 5
    18 Dec 2021
    CPA: Fiduciary Duties
    Well laid out.