PR QUICK PICK

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PR QUICK PICK

Retail price: $39.95
SeeWhy price: $29.99

Complete your two-credit PR requirement with this course.

CFP® Certificants: 2 credits (Professional Responsibility), 1 credit (Financial Planning)
Life Insurance: 3 credits for AIC (AB), ICBC (BC), ICS (SK), ICM (MB), and FSRA (ON)
CPA®: 3 CPD hours
QAFP®Professionals: Professionals: 2 credits (Professional Responsibility), 1 credit (Financial Planning)

This Quick Pick delivers one course: FINDING THE FIT: Suitability and Professional Responsibility. In this course, you will review your professional requirements as a CFP® Certificant, and the principles and standards that guide your work. You will learn that investment suitability is the most common complaint among older investors and how that complaint can be eliminated through the decisions you make. You’ll also learn from case studies taken from the files of regulators about instances where suitability has been abused, and you will be guided with a suitability checklist to test your recommendations and actions. This course is exactly what you need now to show evidence of, and adherence to, compliance and issues of responsibility.

Retail price: $39.95
SeeWhy price: $29.99

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