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 (2 Professional Responsibility, 1 Financial Planning)
Institute Members: 3 credits
IIROC (CECAP) Credits: 2 credits (Compliance)
This course has a focus on ethics for the senior client. You’ll read background on the challenges seniors present and thought-provoking case studies centred on seniors. Each case study draws upon FP Canada Principles and Rules to provide guidance for your responsibilities.
Informative and stimulating, Professional Responsibility and Seniors provides you with important information to use in building and sustaining a relationship with your senior clients.