20 Credit Package: PFP® Powerhouse
PFP® Professionals: 20 credits
Provincial Life Credits: 20 (BC, AB, SK, MB, ON)
Provincial A&S Credits: 20 (BC, SK, MB, ON); 15 (AB)
CFP® Certificants: 20 credits (15 Financial Planning, 3 Practice Management, 2 Professional Responsibility)
Institute Members: 20 credits
IIROC (CECAP) Credits: 5 credits (Compliance), 10 credits (Professional Development)
Power through your PFP® CE requirement with these core courses designed to enhance education, competence, and professionalism.
How so? Here are courses that cover ethical issues pertaining to client relationships, insight into the financial planning needs of business owners, and the issues of RRIF management. Together this is a well-rounded CE solution to meet requirements of the PFP® professional.
The courses in this package include:
- Setting the Moral Compass: Professional Responsibility for Financial Advisors
- Taking Care of Business, Insurance Needs of Business Owners
- RRIF Management: Opportunities and Challenges
Receive an immediate regulator-approved Certificate upon completion of each course.