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You have a requirement for 30 total credits (20 PD credits, 10 BC credits) for this MFDA cycle (ending November 30, 2025). The MFDA provides 2 Business Conduct credits. The balance are provided in this package. Plus, this package completes Life credit requirements in many provinces, FP-Canada requirements for CFP Certificants and QAFPs, Institute requirements, and IIROC PD credits. Buy it once; take it to the regulators over and over and over.
(Remember to complete your 2 BC credits from the MFDA.)
| MFDA Credits: | 29 credits (20 Professional Development, 7 Business Conduct Non-ethics, 2 Business Conduct Ethics*) |
| Provincial Life Credits: | 29 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits | 18 credits (AB, SK, MB, ON) |
| CFP® Certificants: | 27 credits (25 Financial Planning, 2 Professional Responsibility) |
| Institute Members:: | 20 credits (Includes 2 Ethics) |
| IIROC Credits: | 22 credits (20 Professional Development, 2 Compliance) |
Your Business Conduct courses are:
• The Client’s Best Interest: Insights and Ideas for Action;
• Good Business: Lessons for Success.
Details on these courses are provided below.
Your Professional Development courses are:
• The Fun of Funds: Consideration of the Positive Features of Mutual Funds and Segregated Funds;
• Insurance Needs of Newcomers to Canada;
• Retirement Decumulation—When, How Much, and What to Do;
• A Trusted Contact Person: Role and Responsibilities.
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.
The Fun of Funds: Consideration of the Positive Features of Mutual Funds and Segregated Funds
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.
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.
Insurance Needs of Newcomers to Canada;
Discover the many concepts underlying the insurance offer and 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.
Retirement Decumulation—When, How Much, and What to Do
- 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.
A Trusted Contact Person: Role and Responsibilities
In this course you will:
- Learn what the job description for a TCP is and how those duties are carried out;
- Receive the essential background on the need for a TCP and its role in risk management;
- Get pointers on initiating the TCP conversation with clients.
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$249.99
$249.99