Privacy Practices for the Financial Services

Provincial Life Credits: 3 credits (BC, AB, SK, MB, ON)
Provincial A&S Credits: 3 credits (BC, AB, SK, MB, ON)
CFP® Certificants: 3 credits (1.5 Financial Planning; 1.5 Practice Management)
Institute Members: 3 credits
IIROC Credits: 3 credits (Compliance)
General Credits: 3 credits (BC, AB, SK, MB, ON)
Adjusters: 3 credits (AB)

It’s time to learn more about privacy than the usual PIPEDA review. Privacy issues affect many of your activities and those of your employees. In this Course you will:

  • Learn how to develop practices that will ensure you follow the letter and spirit of the laws.
  • Benefit from numerous personal checklists to help guide your actions.
  • Receive a sample social media policy to implement that addresses use of sites like Facebook, LinkedIn, and Twitter.

This Course is a win/win/win/win: You, your office, your employees, and your clients will all come out ahead when you have adopted these privacy protocols. Interesting to read and informative, Privacy Practices for the Financial Services should be on your desk today.


Course Price: $39.95