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The MFDA CE deadline is November 30, 2025; 20 PD credits are needed. Here’s your MFDA CE PD quick solution!
| MFDA Credits: | 20 credits (Professional Development) |
| Provincial Life Credits: | 20 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits | 9 credits (BC, AB, SK, MB, ON) |
| CFP® Certificants: | 20 credits (Financial Planning) |
| Institute Members: | 11 credits |
| IIROC Credits: | 20 credits (Professional Development) |
This credits package includes these courses:
• 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.
Details on these courses are provided below.
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.
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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$179.99
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