THE CFP® PROFESSIONAL RESPONSIBILITY COURSE
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This course satisfies your FP-Canada annual requirement for 2 Professional Responsibility credits.
| CFP® Certificants: | 2 credits (2 Professional Responsibility) |
| Provincial Life Credits: | 2 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 2 credits (BC, AB, SK, MB, ON) |
| Institute Members:: | 2 credits (1 Ethics) |
| IIROC Credits: | 2 credits (Compliance) |
| MFDA Credits: | 2 credits (Business Conduct – Non-Ethics) | General Credits: | 2 credits (BC, AB, SK, MB, ON) |
The Client’s Best Interest: Insights and Ideas for Action
| Provincial Life Credits: | 2 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 2 credits (BC, AB, SK, MB, ON) |
| CFP® Certificants: | 2 credits (Professional Responsibility) |
| Institute Members:: | 2 credits (includes 1 Ethics) |
| IIROC Credits: | 2 credits (Compliance) |
| MFDA Credits: | 2 credits (Business Conduct – Ethics) |
| General Credits: | 2 credits (BC, AB, SK, MB, ON) |
Serving the client’s best interest is a requirement for all those with client responsibilities. This course provides the understanding that can lead to generating best interest interactions, plans and proposals.
Learn to:
- Integrate client best-interest principles into practice and solidify your client relationships.
- Make clients a priority and confirm your professional responsibility.
- Enhance personal integrity.
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$39.99
$39.99