8 Credits: MFD (formerly MFDA) Business Conduct Package

MFD Credits: tba
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:

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 (BC, AB, SK, MB, ON)
FP Canada Credits: 2 credits (Professional Responsibility)
Institute Members:: 2 credits (includes 1 Ethics)
ID CE Credits: 2 credits (Compliance)
MFD Credits: tba
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.
Good Business: Lessons for Success
Provincial Life Credits: 7 credits (BC, AB, SK, MB, ON)
Provincial A&S Credits: 7 credits (BC, AB, SK, MB, ON)
FP Canada Credits: 7 credits (Financial Planning)
Institute Members: 7 credits
MFD Credits: tba
This course delivers guidance, insights, and solutions that you can easily implement to benefit you and your clients. Ten easy-to-manage lessons provide 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