You don't need to wait for a professional to protect yourself, your team and your business.

Designed to help take the confusion out of contingency planning, this micro-learning program will walk you through what to do immediately to begin reducing business risk. 

what's in your toolkit

  • Video Lesson

    Learn what goes into a good contingency plan in under 10 minutes.

  • Knowledge

    Create a basic plan by completing a pre-work exercise and our step-by-step template.

  • Resources

    Access videos, a podcast, and downloadable content to guide and inspire your planning efforts.

Downloadable tools and resources

Content overview

    1. What is contingency planning?

    2. Contingency Planning Slides

    3. How to Create a Contingency Plan

    4. Contingency Plan Pre-Work Exercise

    5. PODCAST: In Case of Emergency, Break Glass

    6. How do I know my value drivers?

    7. How do I know how risk is affecting my value drivers?

    8. Downloads

About this course

  • $19.00
  • 8 lessons

RFN Contributor

Partner, RFN Global Cindy Reid,

CFP, ChFC, CLU, TEP, CEPA, CBA

Throughout Cindy Reid’s nearly 30 years as a trusted advisor and instructor in the financial industry, she has endeavoured to deliver the best advice available to clients and advisors alike. As an industry professional and business owner who knows the value of expert advice, Cindy is committed to education and keeping on top of the ongoing evolution of the financial and economic landscapes. She has successfully achieved accreditation as a Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), Trust and Estate Practitioner (TEP), Certified Exit Planning Advisor (CEPA) and Certified Business Advisor (CBA).

More from Cindy Reid-Shelton