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This package ensures credits for PFPs® will also be available for other accreditations. It is a powerhouse of credits for PFPs—or any member of the financial services industry—who wants to enhance their education, competence, and professionalism.

PFP® Professionals: 22 credits (as accredited by IIROC) (16 Professional Development, 6 Ethics/Compliance)
Provincial Life Credits: 23 (BC, AB, SK, MB, ON)
CFP® Certificants: 20 credits (15 Financial Planning, 2 Professional Responsibility)
Institute Members: 20 credits (3 Ethics)
IIROC Credits: 22 credits (16 Professional Development, 6 Compliance)
MFDA Credits: n.a.

You will receive:

• Anti-Money Laundering
• Financial Planning Mistakes of Clients
• Know Your Product: Obligations, Products and Strategies
• A Surviving Spouse: Insurance Considerations and Financial Plans
• Why Ethics Matter

Details on these courses are provided below.

Anti-Money Laundering

  • Review how money laundering is accomplished, and how it is stopped;
  • Understand, in order to implement, the elements of a compliance program;
  • Gain an up-to-date understanding of know-your-client directives, reporting and record-keeping requirements.

Financial Planning Mistakes of Clients

  • Covers eight common mistakes clients make, and the loss of opportunities that result from their errors;
  • Head off the inevitable crash landings that arise from arrogance and misperceptions;
  • Help clients to get on the right track, stay there, and reap the rewards.

Know Your Product: Obligations, Products and Strategies

  • Reviews many types of investments (including crypto, ETFs, options, private placements and life insurance) to provide a consistent, customer-focussed product overview and comparison;
  • Small case stories throughout supplement learning;
  • Enables compliance with client interest first directives.

A Surviving Spouse: Insurance Considerations and Financial Plans

  • Covers a broad range of insurance and investment matters relevant to a surviving spouse’s changed circumstances;
  • Equips you to plan ahead for both spouses and the survivor’s needs alone;
  • Adds to your perspective about retirement planning while delivering lots of can-do ideas.

Why Ethics Matter

  • Understand the reasons ethics are essential personally and professionally;
  • Read case studies that illustrate ethical lapses;
  • Discover how to become a more ethical person and the steps to ethical decisions;
  • Develop a personal code of ethics to practice and live by.

Receive an immediate regulator-approved Certificate upon completion of each course.

Or, go to the C’Life Catalogue and use your 20% coupon code: SeeWhy20




The C’Life website has changed.

Please read this to know how your courses are now provided and how to get your Certificates:
  1. Add your package to cart with the button on this page.

  2. First visit to the new C’Life website?Create an Account using the Create Account button on the navigation bar. Return to the cart.

  3. Complete payment. Login.

  4. Previous visitor to the new C’Life website? Go to the cart.

  5. Complete payment.

  6. Your course(s) and test(s) will be in your Account.

  7. Pass your test; download your Certificate. Certificates will continue to be available in your Account.

  Need help? Email or call 905-731-464 with any questions.