Lisa Plater
Financial Wellness Education Content Manger @Sun Life
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WORK HISTORY
Financial Wellness Education Content Manger @Sun Life
Waterloo, ON, CA
EDUCATION
Insurance Brokers Assoc. of Alberta
CAIB, Insurance
Advocis
CFP, CLU, Financial Planning
SKILLS
ABOUT LISA PLATER
Lisa Plater is the Financial Wellness Education Content Manager at Sun Life. She has a property & casualty insurance background receiving the following noted industry awards: Ralph J. Zutter Memorial Award - Highest Mark CAIB 2-1998 Jim Knoll Memorial Award - Highest Mark CAIB Top Student Award for Canada, CAIB Insurance Brokers Association of 2009 Leslie W. Dunstall Award for CLU Studies. The Dunstall Award is awarded to the candidate in each province who achieves the highest examination marks for all CLU course subjects. Lisa has completed the Canadian Securities Course (CSC) & Conducts and Practices Handbook (CPH), she has her Life Insurance License, the Certified Financial Planner (CFP®) certification, the Chartered Life Underwriter of Canada designation (CLU), is a Certified Divorce Financial Analyst (CDFA) and an Elder Planning Counselor (EPC). The CFP® course focuses on financial planning, taxes, insurance, estate planning and retirement. CFP certification is granted based on testing and is dependent on work experience and continuing education requirements. The CLU designation denotes specialization in wealth transfer strategies, advanced life insurance techniques and estate planning solutions. A CDFA™ is someone from a financial planning, accounting, or legal background who goes through an intensive training program to become skilled at analyzing and providing expertise on the financial issues of divorce. The CDFA™ becomes part of the divorce team and provides litigation support on financial issues. The Elder Planning Counselor EPC curriculum is a comprehensive education program designed to recognize the unique needs of maturing clients. It involves a \"total needs approach\", and recognizes that these needs evolve from an individual\'s early wage-earning years and continue to change as the individual moves through the aging process. Specialties: Adult Education, Education Strategy, Member Engagement, Retirement Income Strategist, Financial Planning, Investment Planning, Retirement Planning, Financial Wellness.
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