25 Credits: THE CFP® 2023 FP-CANADA APPROVED PACKAGE

$224.99Add to cart

New, approved courses for 2023 designed for your FP-Canada CFP® requirements without any course duplication from 2021 or 2022. Need Life, IIROC or MFDA credits? See the breakdown for this added bonus.


Provincial Life Credits: 25 credits
CFP® Certificants: 25 credits (23 Financial Planning, 2 Professional Responsibility)
Institute Members: 25 credits (4 Ethics)
IIROC Credits: 21 credits (4 Compliance, 3 CM/PD, 14 Professional Development)
MFDA Credits: 21 credits (14 Professional Development, 4 Business Conduct, 3 Business Conduct Ethics/3 Professional Development)
CSF Credits: 2 PDUs Compliance

This comprehensive package includes these courses:

• The Art and Science of Suitability
• Conflicts of Interest
• Know Your Client: Its Challenges and Rewards
• Know Your Product: Obligations, Products and Strategies
• A Surviving Spouse: Insurance Considerations and Financial Plans

Details on these courses are provided below.

The Art and Science of Suitability

  • Optimize suitability for insurance and investment products;
  • Implement a holistic approach that looks at total needs, situations, weaknesses, and strengths of the individual with the products and services available to the individual;
  • Understand how priorities affect decisions;
  • Execute the suitability checklist.

Conflicts of Interest

  • Find constructive ideas to implement to avoid COI in your behaviour;
  • Develop important insight on how COI develops and how it can be mitigated personally and professionally;
  • Get answers to some of the big issues about COI and its insidious effects on advice and professional conduct;
  • Read valuable case studies to illustrate COIs and their outcomes.

Know Your Client: Its Challenges and Rewards

  • Address the new client-focussed reforms as they apply to know your client requirements;
  • Review what comprises essential facts and their relevance;
  • Illustrate the relationship between KYC and suitability;
  • Check your decisions with a blueprint for action.

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’ needs and the survivor’s needs alone;
  • Adds to your perspective about retirement planning while delivering lots of can-do ideas.

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

Sale!

$224.99

$224.99

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 niles@clifece.ca or call 905-731-464 with any questions.