28 Credits: Total MFD (formerly MFDA)

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You have a requirement for 30 total credits (20 PD credits, 10 BC credits) for this MFD cycle (ending November 30, 2025). The MFD 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 ID CE PD credits. Buy it once; take it to the regulators over and over and over.

(Remember to complete your 2 BC credits from the MFD.)

MFD 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)
ID CE 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