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This course satisfies your FP-Canada annual requirement for 2 Professional Responsibility credits.

Provincial Life Credits: 3 credits (BC, AB, SK, MB, ON)
CFP® Certificants: 3 credits (2 Professional Responsibility, 1 Financial Planning)
Institute Members:: 3 credits (2 Ethics)
IIROC Credits: 3 credits (Compliance)
MFDA Credits: 3 credits (Business Conduct – Non-Ethics)

Here is a course focussed on what actions comprise conflict of interest (COI) for investment advisors and insurance agents, how they can be managed and mitigated, and the personal development efforts you can undertake to help defeat COI from arising.

You will complete this course with:

  • Constructive ideas to implement to avoid COI in your behaviour;
  • Important insight on how COI develops and how it can be mitigated personally and professionally;
  • Answers to some of the big issues about COI and its insidious effects on advice and professional conduct;
  • Valuable case studies to illustrate COI and its outcome.

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.