THE GRAND SLAM PACKAGE
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This package slightly exceeds requirements in many registration categories due to the need to satisfy all necessary credits, such as MFD (formally MFDA) Business Conduct Ethics and Non-ethics. Regardless, you attain full Life, CFP, Institute, ID (formally IIROC) inc. CIM®, MFD (formally MFDA), Advocis/Institute, PFP® and CPA® requirements.
| Provincial Life Credits: | 33 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 12 credits (AB, SK, MB, ON) |
| CFP® Certificants | 33 credits (27 Financial Planning, 6 Professional Responsibility) |
| Institute Members: | 33 credits (includes 7 Ethics) |
| ID CE Credits: | 33 credits (12 Compliance, 21 Professional Development) |
| MFD Credits: | 33 credits (21 Professional Development,10 Business Conduct – Non-Ethics, 2 Business Conduct Ethics) |
| CIM® Credits: | 33 credits (12 Compliance, 21 Professional Development) |
| PFP® Credits: | 33 credits (12 Compliance, 21 Professional Development) |
| CPA® PDUs: | 33 PDUs |
This comprehensive credits package includes these courses:
• The Client’s Best Interest
• The Fun of Funds
• Insurance Needs of Newcomers to Canada
• Investor Protection Principles
• The Principles of Good Conduct
• Recognizing and Managing Financial Conflicts of Interest
• Retirement Decumulation
Details on these courses are provided below.
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 (AB, SK, MB, ON) |
| CFP® Certificants: | 2 credits (Professional Responsibility) |
| Institute Members:: | 2 credits (includes 1 Ethics) |
| ID CE Credits: | 2 credits (Compliance) |
| MFD Credits: | 2 credits (Business Conduct – Ethics) |
| General Credits: | 2 credits (BC, AB, SK, MB, ON) |
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.
THE FUN OF FUNDS: Consideration of the Positive Features of Mutual Funds and Segregated Funds
| Provincial Life Credits: | 4 credits (BC, AB, SK, MB, ON) |
| CFP® Certificants: | 4 credits (Financial Planning) |
| Institute Members: | 4 credits |
| ID CE Credits: | 4 credits (Professional Development) |
| MFD Credits: | 4 credits (Professional Development) |
This course puts a positive spin on the proposition you put before clients.
- 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.
Insurance Needs of Newcomers to Canada
| Provincial Life Credits: | 7 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 7 credits (AB, SK, MB, ON) |
| CFP® Certificants: | 7 credits (Financial Planning) |
| Institute Members:: | 7 credits |
| ID CE Credits: | 7 credits (Professional Development) |
| MFD Credits: | 7 credits (Professional Development) |
| General Credits: | 7 credits (BC, AB, SK, MB, ON) |
Discover how to prescribe the exact solution for newcomer requirements.
- Introduce the strengths of insurance products needed by newcomers;
- Help the newcomer-client recognize the benefits of insurance for risk management;
- Develop expertise in the newcomer market by addressing the particular circumstances of newcomers.
Investor Protection Principles
| Provincial Life Credits: | 7 credits (BC, AB, SK, MB, ON) |
| CFP® Certificants: | 7 credits (5 Financial Planning, 2 Professional Responsibility) |
| Institute Members:: | 7 credits (includes 2 Ethics) |
| ID CE Credits: | 7 credits (Compliance) |
| MFD Credits: | 7 credits (Business Conduct – Non-Ethics) |
This course delves into key principles of investor protection with details about:
- The trusted contact person requirement;
- The appropriate assessment of client risk;
- Elimination of conflict of interest;
- Market integrity;
- The proper handling of complaints.
The Principles of Good Conduct
| Provincial Life Credits: | 3 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 3 credits in (SK, MB, ON, AB) |
| CFP® Certificants: | 3 credits (Financial Planning) |
| Institute Members: | 3 credits (includes 2 Ethics) |
| ID CE Credits: | 3 credits (Professional Development) |
| MFD Credits: | 3 credits (Professional Development) |
| General Credits: | 3 credits (BC, AB, SK, MB, ON) |
This course is both an ethical discussion and a set of regulator instructions. It will lead you to meet expectations while simply doing the right thing.
- Key ideas on how to achieve the conduct expected of you;
- A checklist of good practices;
- How to implement win-win behavioural principles.
Conflicts of Interest
| Provincial Life Credits: | 3 credits (BC, AB, SK, MB, ON) |
| CFP® Certificants: | 3 credits (1 Financial Planning, 2 Professional Responsibility) |
| Institute Members: | 3 credits (2 Ethics) |
| ID CE Credits: | 3 credits (Compliance) |
| MFD Credits: | 3 credits (Business Conduct – Non-Ethics) |
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;
Retirement Decumulation – When, How Much, and What to Do
| Provincial Life Credits: | 7 credits (BC, AB, SK, MB, ON) |
| CFP® Certificants: | 7 credits (Financial Planning) |
| ID CE Credits: | 7 credits (Professional Development) |
| MFD Credits: | 7 credits (Professional Development) |
This course addresses the contentious issues of how much needs to be saved and how retirement income is created for spending — or saving — purposes.
- 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.
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$299.99
$299.99