The CIRO: ID Compliance (CM) CE Program 2026-2027 Quick Pick
$99.96Add to cart
Complete your CIRO: ID Compliance (CM) continuing education requirements with this package. Both courses are CIRO-accredited and qualify for CM credits. In addition, you will earn the other credits shown in the table below, adding further value and convenience to this exceptional package.
| CIRO:ID CE Credits: | 10 Compliance (CM) credits |
| Provincial Life Credits: | 10 credits (BC, AB, SK, MB, ON) |
| CFP/QAFP FP Canada Credits | 9 credits (4 Professional Responsibility + 5 Financial Planning) |
| CLU/PFA Institute Members: | 9 credits (including 2 Ethics) |
| CIRO: MFD Credits: | 9 credits (2 credits Business Conduct Ethics + 7 credits Business Conduct Non-ethics) |
Your easily completed courses for 10 credits are:
Developing a Personal Code of Professional Conduct
| Provincial Life Credits: | 3 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 3 credits (AB, SK, MB, ON) |
| FP Canada Credits: | 2 credits (Professional Responsibility) |
| Institute Members: | 2 credits (Ethics) |
| ID CE Credits: | 3 credits (Compliance) |
| MFD Credits: | 2 credits (Business Conduct Ethics) |
| General Insurance: | 3 credits (AB, SK, MB, ON) |
Why develop a personal code of conduct when you already have been provided with guidance from your regulators or professional organization, such as FP Canada? It’s true that industry codes create consistent expectations. But when you set out your own code you have the opportunity to express personal answers to questions like:
- Why am I doing this job?
- What are my goals?
- How do I measure success?
- How will I know it is time to quit?
- What do I personally offer that sets me apart?
- Why would a client choose me? Would you choose you?
Includes checklists that guide you to building your personal code.
Measures to Protect Investors
| Provincial Life Credits: | 7 credits (BC, AB, SK, MB, ON) |
| FP Canada Credits: | 7 credits (5 Financial Planning + 2 Professional Responsibility) |
| Institute Members: | 7 credits |
| CIRO-MFD Credits: | 7 credits (Business Conduct Non-ethics) |
| CIRO-ID Credits: | 7 credits (Compliance) |
Confident investors can make great clients. They know industry safeguards are in place to protect their financial interests, despite market activity and volatility. Investor protection is one of those safeguards and a foundational principle of the Canadian investment and insurance sectors. These sectors reinforce their principles with regulation and initiatives designed to put client interest first.
To build and maintain investor confidence in the system and its products, through this course, you can build your knowledge of safeguards such as:
- Remedies for investor complaints;
- Use of titles in the industry;
- CRM3 (total cost reporting)
On conclusion, you will have new confidence in the respect your industry shows for client interest through the measures it has implemented.
Or, go to the C’Life Catalogue and use your 20% coupon code: SeeWhy20
Sale!
$99.96
$99.96