Provincial Life Credits: 1 credit (BC, AB, SK, MB, ON)
Provincial A&S Credits: 1 credit (BC, AB, SK, MB, ON)
CFP® Certificants: 1 credit (Professional Responsibility)
Institute Members: 1 credit (pending)
IIROC Credits: 1 credit (Compliance)
General Credits: 1 credit
This course has been fully reviewed by FP Canada and approved for its mandatory professional responsibility (PR) credit. Ethics at Work provides essential learning about ethics and rules of conduct for CFP® Certificants. However, the general course content and case studies can benefit all financial advisors.
Test yourself against six questions of ethics to ask yourself whether your actions stand up to expectations. And, you’ll read what ethics is not—definitely something to think about.
As always, the case studies round out the learning and these all-new cases will hone your critical ethical decision-making skills.