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THE CFP® Package

Retail price: $329.75
SeeWhy price: $259.99

This package fulfills all FP Canada CFP® requirements with all FP Canada approved courses. Want fast CE? Look no further.

CFP® Certificants: 25 credits (23 Financial Planning, 2 Professional Responsibility)
Life Insurance: 25 credits for AIC (AB), ICBC (BC), ICS (SK), and ICM (MB)
Life Insurance: 25 credits for FSRA (ON)
Provincial A&S Credits: 18 credits (BC, AB, SK, MB, ON)
PFP® :25 credits
CPA® : 25 CPD hours
IIROC Credits: 5 credits (Compliance); 3.5 credits (Professional Development)
CIM®: 5 credits (Compliance); 3.5 credits (Professional Development)
QAFP®: 25 credits (23 Financial Planning, 2 Professional Responsibility)
CLU®/CHS/CH.F.C/PFA®: 25 credits (2 Ethics) (The Institute)

This efficient package includes the following courses:

  • Coping With The Difficult Client
  • Elder Abuse and the Financial Exploitation of Seniors
  • Financial Planning for Life series: Income Replacement
  • Financial Planning for Life series: Savings and Debt
  • SETTING THE MORAL COMPASS: Professional Responsibility for Financial Advisors

Details on these courses are provided below.

Retail price: $329.75
SeeWhy price: $259.99

THE CFP® Package: Course Details:

Coping With The Difficult Client

  • Understand the causes behind 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.

Elder Abuse and the Financial Exploitation of Seniors

  • Learn the causes and signs of elder financial abuse;
  • Receive direction about your ethical responsibilities towards your client if you suspect abuse;
  • Gain the knowledge you need in order to help suspected victims.

Financial Planning for Life series: Income Replacement

  • Review product options for self-insuring and the need for emergency funds;
  • Explore tactics for successful sales such as knowing the client and ensuring suitability;
  • Learn how to apply standards of conduct to the sales process.

Financial Planning for Life series: Savings and Debt

  • Help clients understand the importance of setting goals, and how to achieve objectives;
  • Review tried-and-true approaches that lead to wealth accumulation;
  • Leverage your learning to relieve clients’ financial anxiety.

Professional Responsibility and Seniors: Advisor Guidance for Ethical Practice

  • Review ethics standards when working with senior clients;
  • Learn about the challenges seniors present;
  • Read thought-provoking case studies centred on seniors;
  • Draw upon FP Canada Principles and Rules to provide guidance for your responsibilities.

SETTING THE MORAL COMPASS: Professional Responsibility for Financial Advisors

  • Learn the objectives of knowing your client, suitability, disclosure. and putting client interests first;
  • Examine short case studies that illustrate concepts and help understanding.

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