PFP® Package

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THE PFP® PACKAGE

Retail price: $264.85
SeeWhy price: $209.99

This package fulfills all PFP®requirements with just three courses. Take a look at ALL the credits you get and plan to complete your CE quickly and easily:

PFP®: 20 credits
CFP®: 20 credits (15 Financial Planning, 3 Practice Management, 2 Professional Responsibility)
Life Insurance: 20 credits for AIC (AB), ICBC (BC), ICS (SK), and ICM (MB)
Life Insurance: 20 credits for FSRA (ON)
Provincial A&S Credits: 15 credits (BC, AB, SK, MB, ON)
CPA®: 20 CPD hours
IIROC Credits: 5 credits (Compliance); 8 credits (Professional Development)
CIM®: 5 credits (Compliance); 8 credits (Professional Development)
QAFP®: Professionals: 20 credits (15 Financial Planning, 3 Practice Management, 2 Professional Responsibility)
CLU®/CHS/CH.F.C/PFA: 20 credits (2 Ethics) (The Institute)

This efficient package includes the following courses:

  • RRIF Management: Opportunities and Challenges
  • SETTING THE MORAL COMPASS: Professional Responsibility for Financial Advisors
  • Taking Care of Business: Insurance Needs for Business Owners

Details on these courses are provided below.

Retail price: $264.85
SeeWhy price: $209.99

PFP® Package: Course Details:

RRIF Management: Opportunities and Challenges

  • Learn how to guide best decisions for an RRIF;
  • Get information on rules, risk considerations and investment fund choices.;
  • Become a competent manager of RRIFs and provide the best retirement income for your RRIF account owners.

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.

Taking Care of Business: Insurance Needs of Business Owners

  • Learn how to protect the personal and corporate interests of business owners with appropriate insurance coverage;
  • Get top tips for an exit strategy;
  • Build your expertise and confidence in order to excel in the business insurance market.

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