| MFD 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 (AB, SK, MB, ON) |
| CFP® Certificants: | 9 credits (7 Financial Planning, 2 Professional Responsibility) |
| Institute Members: | 9 credits (includes 1 Ethics) |
| General Credits: | 9 credits (BC, AB, SK, MB, ON) |
*One extra credit is provided due to accreditation results.
MFD Registrants have a requirement for 10 Business Conduct credits in each of their CE cycles; the current cycle ends 30/11/25. The MFD delivers 2 credits from its CE webcasts. The remaining 8 credits are provided in this neat package. Together, this package and the MFD webcasts, satisfy Business Conduct credit requirements for this cycle.
Also available:
The Total MFD Package: 28 credits — all Professional Development and Business Conduct credits in one place (with the exception of the MFD webcasts) for ease of completion.
The 20 Credit MFD Professional Development Package — all 20 Professional Development credits in a single package to simplify buying and completing credits.
The Business Conduct Courses are:
| 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) |
| ID CE Credits: | 2 credits (Compliance) |
| MFD Credits: | 2 credits (Business Conduct – Ethics) |
| General Credits: | 2 credits (BC, AB, SK, MB, ON) |
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.
| 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) |
| Institute Members: | 7 credits |
| MFD Credits: | 7 credits (Business Conduct Non-ethics) |
| General Credits: | 7 credits (BC, AB, SK, MB, ON) |
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.
Ideas and theories are buttressed by lots of hands-on practical client information, including how-tos, why-tos, and when-tos.
It is a course you won’t want to miss.
- 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.
$99.95
$99.95