Provincial Life Credits: 7 credits (BC, AB, SK, MB, ON)
Provincial A&S Credits: 7 credits (BC, AB, SK, MB, ON)
CFP® Certificants: 7 credits (Financial Planning)
Institute Members: 7 credits (including Ethics)
IIROC Credits: 7 credits (Professional Development)
Set aside an equivalent to a full day at a seminar to complete these courses and save time and money.
In this package, you will receive:
- The Principle of Fairness: Applied Ethics for Financial Advisors
- Income Replacement (one of the courses in our Financial Planning for Life series)
Take any morning and complete The Principle of Fairness. Learn about fairness, and how it influences financial advice. Then, in an afternoon — or an equivalent time, complete Income Replacement. You will be doing a product review including reviewing options for self-insuring and the emergency fund. You’ll also learn the other side of the equation for successful sales: knowing the client, ensuring suitability, and how to apply standards of conduct. At the end of the courses, your credits will be in hand.