THE GRAND SLAM PACKAGE

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This package slightly exceeds requirements in many registration categories due to the need to satisfy all necessary credits, such as MFDA Business Conduct Ethics and Non-ethics. Regardless, you attain full Life, CFP, Institute, IIROC inc. CIM®, MFDA, Advocis/Institute, PFP® and CPA® requirements.

Provincial Life Credits: 33 credits (BC, AB, SK, MB, ON)
Provincial A&S Credits: 12 credits (AB, SK, MB, ON)
CFP® Certificants 33 credits (27 Financial Planning, 6 Professional Responsibility)
Institute Members: 33 credits (includes 7 Ethics)
IIROC Credits: 33 credits (12 Compliance, 21 Professional Development)
MFDA Credits: 33 credits (21 Professional Development,10 Business Conduct – Non-Ethics, 2 Business Conduct Ethics)
CIM® Credits: 33 credits (12 Compliance, 21 Professional Development)
PFP® Credits: 33 credits (12 Compliance, 21 Professional Development)
CPA® PDUs: 33 PDUs



This comprehensive credits package includes these courses:

• The Client’s Best Interest
• The Fun of Funds
• Insurance Needs of Newcomers to Canada
• Investor Protection Principles
• The Principles of Good Conduct
• Recognizing and Managing Financial Conflicts of Interest
• Retirement Decumulation

Details on these courses are provided below.

The Client’s Best Interest: Insights and Ideas for Action

Provincial Life Credits: 2 credits (BC, AB, SK, MB, ON)
Provincial A&S Credits: 2 credits (AB, SK, MB, ON)
CFP® Certificants: 2 credits (Professional Responsibility)
Institute Members:: 2 credits (includes 1 Ethics)
IIROC Credits: 2 credits (Compliance)
MFDA Credits: 2 credits (Business Conduct – Ethics)
General Credits: 2 credits (BC, AB, SK, MB, ON)

Learn to:

  • Integrate client best-interest principles into practice and solidify your client relationships.
  • Make clients a priority and confirm your professional responsibility.
  • Enhance personal integrity.

THE FUN OF FUNDS: Consideration of the Positive Features of Mutual Funds and Segregated Funds

Provincial Life Credits: 4 credits (BC, AB, SK, MB, ON)
CFP® Certificants: 4 credits (Financial Planning)
Institute Members: 4 credits
IIROC Credits: 4 credits (Professional Development)
MFDA Credits: 4 credits (Professional Development)

This course puts a positive spin on the proposition you put before clients.

  • Review the characteristics, features, benefits, and advantages of funds and fund investing;
  • Receive insight into how funds can be used to champion a cause, interest, or belief through socially responsible investing
  • Learn the ways of tailoring a fund to the aptitude and needs of the investor;
  • Analyze the potential of funds for managing risk.

Insurance Needs of Newcomers to Canada

Provincial Life Credits: 7 credits (BC, AB, SK, MB, ON)
Provincial A&S Credits: 7 credits (AB, SK, MB, ON)
CFP® Certificants: 7 credits (Financial Planning)
Institute Members:: 7 credits
IIROC Credits: 7 credits (Professional Development)
MFDA Credits: 7 credits (Professional Development)
General Credits: 7 credits (BC, AB, SK, MB, ON)

Discover how to prescribe the exact solution for newcomer requirements.

  • Introduce the strengths of insurance products needed by newcomers;
  • Help the newcomer-client recognize the benefits of insurance for risk management;
  • Develop expertise in the newcomer market by addressing the particular circumstances of newcomers.

Investor Protection Principles

Provincial Life Credits: 7 credits (BC, AB, SK, MB, ON)
CFP® Certificants: 7 credits (5 Financial Planning, 2 Professional Responsibility)
Institute Members:: 7 credits (includes 2 Ethics)
IIROC Credits: 7 credits (Compliance)
MFDA Credits: 7 credits (Business Conduct – Non-Ethics)

This course delves into key principles of investor protection with details about:

  • The trusted contact person requirement;
  • The appropriate assessment of client risk;
  • Elimination of conflict of interest;
  • Market integrity;
  • The proper handling of complaints.

The Principles of Good Conduct

Provincial Life Credits: 3 credits (BC, AB, SK, MB, ON)
Provincial A&S Credits: 3 credits in (SK, MB, ON, AB)
CFP® Certificants: 3 credits (Financial Planning)
Institute Members: 3 credits (includes 2 Ethics)
IIROC Credits: 3 credits (Professional Development)
MFDA Credits: 3 credits (Professional Development)
General Credits: 3 credits (BC, AB, SK, MB, ON)

This course is both an ethical discussion and a set of regulator instructions. It will lead you to meet expectations while simply doing the right thing.

  • Key ideas on how to achieve the conduct expected of you;
  • A checklist of good practices;
  • How to implement win-win behavioural principles.

Conflicts of Interest

Provincial Life Credits: 3 credits (BC, AB, SK, MB, ON)
CFP® Certificants: 3 credits (1 Financial Planning, 2 Professional Responsibility)
Institute Members: 3 credits (2 Ethics)
IIROC Credits: 3 credits (Compliance)
MFDA Credits: 3 credits (Business Conduct – Non-Ethics)

You will complete this course with:

  • Constructive ideas to implement to avoid COI in your behaviour;
  • Important insight on how COI develops and how it can be mitigated personally and professionally;
  • Answers to some of the big issues about COI and its insidious effects on advice and professional conduct;

Retirement Decumulation – When, How Much, and What to Do

Provincial Life Credits: 7 credits (BC, AB, SK, MB, ON)
CFP® Certificants: 7 credits (Financial Planning)
IIROC Credits: 7 credits (Professional Development)
MFDA Credits: 7 credits (Professional Development)

This course addresses the contentious issues of how much needs to be saved and how retirement income is created for spending — or saving — purposes.

  • Start with a review of the accumulation process and the necessity to know the client and plan for decumulation;
  • Continue with a review of the factors that impact retirement;
  • Conclude with a review of how to create the individual retirement pay-cheque within limitations and constraints.

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  Need help? Email niles@clifece.ca or call 905-731-464 with any questions.