9 Credits: The MFDA Business Conduct (BC) Package

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The MFDA CE deadline is November 30, 2025; 10 BC credits are needed. You must acquire 2 BC credits directly from the MFDA. Although this Package provides 9 BC credits, you can only use 8 towards the BC credit requirement. The extra credits arise from one of the courses in the package being awarded more credits than planned. Having an extra credit is simply a bonus.


MFDA 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 (BC, AB, SK, MB, ON)
CFP® Certificants: 9 credits (7 Financial Planning, 2 Professional Responsibility)
Institute Members: 9 credits (2 Ethics)



This package includes these courses:

• The Client’s Best Interest: Insights and Ideas for Action;
• Good Business: Lessons for Success.

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.

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.

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$79.99

$79.99