For students in financial planning programs, or just anybody with a question, Business Career College (my old company) hosts Office Hours each Tuesday.

These free sessions give students the opportunity to ask questions about any topic. There are 3 office hour sessions:

Noon Eastern/10 AM Mountain: We cover Core Curriculum content. Questions here typically revolve around Time Value of Money calculations, CPP, individual tax, estate planning fundamentals, investment concepts, and registered plans. Sign up at

1PM Eastern/11 AM Mountain: This is Advanced Curriculum content. Questions here typically revolve around cross-border, corporate taxation, advanced estate planning, IPPs, and RCAs.

2PM Eastern/Noon Mountain: This Exam Prep for both the CFP and QAFP exams. It may be useful for other exams as well. Topics here are variable, and I'll cover most anything that comes up. We also talk about specific exam writing tools, such as study habits and time management.

Join me for any of these Office Hours sessions, and let me know you found out about from this Newsletter.