THE CFP® 2023 FP-CANADA APPROVED PACKAGE
$239.96Add to cart
New, approved courses for 2025 complete your FP-Canada CFP® CE requirements. Need Life, ID or MFD credits? See the breakdown for this added bonus.
| CFP® Certificants: | 25 credits (23 Financial Planning, 2 Professional Responsibility) |
| Provincial Life Credits: | 25 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 7 credits (AB, SK, MB, ON) |
| Institute Members: | 18 credits |
| ID CE Credits: | 14 credits (Professional Development) |
| MFD CE Credits: | 23 credits (18 Professional Development, 5 Business Conduct Non-Ethics) |
These are the courses in this package:
Coping with the Difficult Client
- Prepare for unreasonable, demanding and unpredictable client behaviour;
- Learn anger management skills;
- Find out how to deliver bad news, and the sad consequences of disappointment;
- Prevent unpleasant interactions and reduce your stress level.
Ethics at Work: Professional Challenges, Responsible Results
- Get back to basics with essential learning about ethics and rules of conduct;
- Test yourself against six questions of ethics to examine whether your actions meet expectations;
- Read case studies to hone your critical ethical decision-making skills.
THE FUN OF FUNDS: Consideration of the Positive Features of Mutual Funds and Segregated Funds
- Review the characteristics, features, benefits, and advantages of funds and fund investing;
- Receive insight into how funds can be used to champion a cause, interest, or belief through socially responsible investing;
- Learn the ways of tailoring a fund to the aptitude and needs of the investor;
- Analyze the potential of funds for managing risk.
Retirement Decumulation: When, How Much, and What to Do
- Start with a review of the accumulation process and the necessity to know the client and plan for decumulation;
- Continue with a review of the factors that impact retirement;
- Conclude with a review of how to create the individual retirement pay-cheque within limitations and constraints
Sudden Wealth: Managing a Windfall from Inheritance, Home Equity or Business Proceeds
- Learn the ropes for managing the scope, challenges and benefits of sudden wealth;
- Implement strategies for saving, investing, insuring and gifting;
- Explore the details on legal and tax matters.
This package is an exceptional selection of courses to complete your credit requirements.
Or, go to the C’Life Catalogue and use your 20% coupon code: SeeWhy20
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$239.96
$239.96