Institute Members: 15 credits (including Ethics)
Provincial Life Credits: 15 (BC, AB, SK, MB, ON)
Provincial A&S Credits: 15 (BC, AB, SK, MB, ON)
CFP® Certificants: 15 credits (8 Financial Planning, 4 Professional Responsibility, 3 Practice Management)
IIROC (CECAP) Credits: 7 credits (Compliance)
While this package could be used by any advisor needing 15 life credits, it is designed for Advocis members because all courses are pre-approved by the Institute. Plus, you will earn your mandatory ethics credits.
Your 15 credits are received from the following courses:
- Focus on Retirement Risks
- Professional Responsibility and Seniors: Advisor Guidance for Ethical Practice
- Setting the Moral Compass: Professional Responsibility in Today’s Financial Services
Note: these courses also fulfill your provincial life licensing requirements in all provinces except Quebec, and provide 15 pre-approved credits for CFP professionals including Professional Responsibility.
This package saves you time searching for courses; you’ll complete all your credit requirements efficiently.