
CPD Credits for CPAs: 20 Hours
CFP® Certificants: 20 credits (including 2 Professional Responsibility)
Institute Members: 20 credits (including ethics)
Life Insurance Credits: 20 credits (BC, AB, SK, MB, ON)
A&S Insurance Credits: 13 credits (BC, AB, SK, MB, ON)
MFDA: t.b.a.
CPAs are required to complete 20 CPD hours each year and 120 CPD hours in three years. Here are 20 CPD credits in this package of courses specially selected for Canadian-licensed CPAs.
This is an efficient way of completing CPD: online access means you can complete courses anytime, anywhere — without the time and expense of seminar attendance.
Each course has been submitted for approval to FP Canada, the Institute, and/or IIROC, and has been accredited by at least one of these organizations. Their approval attests to the suitability of courses for CPA CPD purposes in all Canadian jurisdictions.
The courses in this package, updated for 2022, include:
Coping with the Difficult Client
- Prepare for unreasonable, demanding and unpredictable client behaviour;
- Learn anger management skills;
- Find out how to deliver bad news, and the sad consequences of disappointment;
- Prevent unpleasant interactions and reduce your stress level.
Insurance Policies, Transactions and Covid-19
- Find out how Covid-19 affects underwriting, application and policy denial, claims, and your communication strategy with your client;
- Includes information on virtual meetings and electronic signatures: the new way of doing business;
- Find ideas to help you succeed in trying times.
A Surviving Spouse: Insurance Considerations and Financial Plans
- Covers a broad range of insurance and investment matters relevant to a surviving spouse’s changed circumstances;
- Equips you to plan ahead for both spouses and the survivor’s needs alone;
- Adds to your perspective about retirement planning while delivering lots of can-do ideas.
Setting the Moral Compass
- Set your moral compass in the direction of professional responsibility through knowing your client, ensuring suitability, fulfilling disclosure and putting client interests first;
- Meet regulator expectations as expressed in client-focussed reforms;
- Explore short case studies that illustrate concepts and help understanding.
Price: $194.95 (Save $50 on the price of individual courses.)