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New, approved courses for 2024 complete your FP-Canada CFP® requirements. Need Life, IIROC or MFDA credits? See the breakdown for this added bonus.
| CFP® Certificants: | 25 credits (23 Financial Planning, 2 Professional Responsibility) |
| Provincial Life Credits: | 25 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 14 credits (AB, SK, MB, ON) |
| Institute Members: | 18 credits (includes 1 Ethics) |
| IIROC Credits: | 18 credits (16 Professional Development, 2 Compliance) |
| MFDA Credits: | 25 credits (23 Professional Development, 2 Business Conduct Ethics) |
| General Credits: | 2 credits (BC, AB, SK, MB, ON) |
Facilitate your service to clients with::
• The Client’s Best Interest: Insights and Ideas for Action
• Essentials of Canadian Insurance
• The Fun of Funds: Consideration of the Positive Features of Mutual Funds and Segregated Funds
• Making the Right Choices for Insurance
• Retirement Decumulation: When, How Much and What to Do
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) |
- Integrate client best-interest principles into practice and solidify your client relationships;
- Sharpen your understanding of what comprises best interest;
- Make clients a priority and confirm your professional responsibility;
- Enhance personal integrity.
Essentials of Canadian Insurance
| 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) |
| MFDA Credits: | 7 credits (Professional Development) |
- Improve knowledge of insurance terms and facts without getting bogged down in detail;
- Recall industry provisions and particulars for application with client needs;
- Compare features and benefits quickly and easily.
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) |
- 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.
Making the Right Choices for Insurance
| Provincial Life Credits: | 5 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 5 credits (AB, SK, MB, ON) |
| CFP® Certificants: | 5 credits (Financial Planning) |
| Institute Members:: | 5 credits |
| IIROC Credits: | 5 credits (Professional Development) |
| MFDA Credits: | 5 credits (Professional Development) |
- Develop a wide-ranging understanding of your role in making insurance right for the clients you have and prospects you encounter;
- Focus on needs-based selling to sell the right insurance, in the right amount, at the right cost;
- Make your sales process serve the client by eliminating conflict of interest and by following ethical imperatives.
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) |
- 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.
This package is an exceptional selection of courses to complete your credit requirements.
Or, go to the C’Life Catalogue and use your 20% coupon code: SeeWhy20
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$239.96
$239.96