Privacy Practices for the Financial Services

Provincial Life Credits: 3 credits (BC, AB, SK, MB, ON)
CFP® Certificants: 3 credits (1.5 Financial Planning; 1.5 Practice Management)

Although privacy laws have been under review in Canada, it is not expected that there will be fundamental change to PIPEDA . Thus, the privacy laws that you have followed should continue to apply to your practices.

To ensure your compliance, this course illustrates how to develop practices that will ensure you follow the letter and spirit of the laws.
Benefit from numerous personal checklists to help guide your actions and a sample social media policy to implement that addresses use of sites like Facebook, LinkedIn, and Twitter.

This Course is a win/win/win/win: You, your office, your employees, and your clients will all come out ahead when you have adopted these privacy protocols.

  • Learn how to develop practices that will ensure you follow the letter and spirit of the laws;
  • Benefit from numerous personal checklists to help guide your actions;
  • Receive a sample social media policy to implement in your firm.

$39.95

$39.95