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The MFDA CE deadline is November 30, 2025; 10 BC credits are needed. You must acquire 2 BC credits directly from the MFDA. Although this Package provides 9 BC credits, you can only use 8 towards the BC credit requirement. The extra credits arise from one of the courses in the package being awarded more credits than planned. Having an extra credit is simply a bonus.
| MFDA Credits: | 9 credits (7 Business Conduct non-ethics, 2 Business Conduct Ethics) |
| Provincial Life Credits: | 9 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits | 9 credits (BC, AB, SK, MB, ON) |
| CFP® Certificants: | 9 credits (7 Financial Planning, 2 Professional Responsibility) |
| Institute Members: | 9 credits (2 Ethics) |
This package includes these courses:
• The Client’s Best Interest: Insights and Ideas for Action;
• Good Business: Lessons for Success.
Course Details.
The Client’s Best Interest: Insights and Ideas for Action
Serving the client’s best interest is a requirement for all those with client responsibilities. This course provides the understanding that can lead to generating best interest interactions, plans and proposals.
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.
Good Business: Lessons for Success
This course delivers guidance, insights, and solutions that you can easily implement to benefit you and your clients. Ten easy-to-manage lessons provides you with direction on achieving professionalism in your practice while you serve clients’ needs.
- Link sales with suitability for best client outcomes;
- Learn the importance of setting financial goals across all ages;
- Achieve clarity in virtual and in-person meetings and your writing;
- Measure your behaviour against common ethical standards;
- Implement best practices that pay off.
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$79.99
$79.99