| CIRO-MFD CE Credits: | 9 credits* (Business Conduct) |
| Provincial Life Credits: | 10 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits | 3 credits (AB, SK, MB, ON) |
| FP Canada Credits: | 9 credits (5 Financial Planning + 4 Professional Responsibility) |
| Institute Members: | 9 credits (2 Ethics) |
| CIRO-ID CE Credits: | 3 credits (Compliance) |
*One extra credit is provided due to accreditation results.
MFD Business Conduct credits from C’Life are guaranteed, easy to acquire, and make this value-priced package a smart choice for MFD Representatives. (MFD Representatives are required to obtain 2 Business Conduct credits directly from CIRO: https://crm.mfda.ca)
The courses listed below are CIRO-accredited for MFD: Business Conduct credits for MFD cycle 3, with a deadline of November 30, 2027.
Build proficiencies, relevancy and timeliness while ensuring you fulfill your CIRO: MFD requirements on a guaranteed basis for this cycle.
Put these comprehensive courses in your C’Life account now and reap the benefit of also earning life, FP Canada and Institute credits. Courses are ready to begin as soon as payment is complete, or you can wait for a time that suits you best.
Take advantage of this simplified, fast and efficient CE process. You can count on the credits for CIRO: MFD and all other categories listed with each course.
C’Life does not use AI in any course.
Also see:
28 Credits: The CIRO: MFD Total CE Program for 2026-2027
20 Credits: The CIRO: MFD Professional Development CE Program
The Business Conduct Courses are:
| Provincial Life Credits: | 3 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 3 credits (AB, SK, MB, ON) |
| FP Canada Credits: | 2 credits (Professional Responsibility) |
| Institute Members: | 2 credits (Ethics) |
| ID CE Credits: | 3 credits (Compliance) |
| MFD Credits: | 2 credits (Business Conduct Ethics) |
| General Insurance: | 3 credits |
Why develop a personal code of conduct when you already have been provided with guidance from your regulators or professional organization, such as FP Canada? It’s true that industry codes create consistent expectations. But when you set out your own code you have the opportunity to express personal answers to questions like:
- Why am I doing this job?
- What are my goals?
- How do I measure success?
- How will I know it is time to quit?
- What do I personally offer that sets me apart?
- Why would a client choose me? Would you choose you?
Includes checklists that guide you to building your personal code.
| Provincial Life Credits: | 7 credits (BC, AB, SK, MB, ON) |
| FP Canada Credits: | 7 credits (5 Financial Planning + 2 Professional Responsibility) |
| Institute Members: | 7 credits |
| MFD Credits: | 7 credits (Business Conduct Non-ethics) |
Confident investors can make great clients. They know industry safeguards are in place to protect their financial interests, despite market activity and volatility. Investor protection is one of those safeguards and a foundational principle of the Canadian investment and insurance sectors. These sectors reinforce their principles with regulation and initiatives designed to put client interest first.
To build and maintain investor confidence in the system and its products, through this course, you can build your knowledge of safeguards such as:
- Remedies for investor complaints;
- Use of titles in the industry;
- CRM3 (total cost reporting)
On conclusion, you will have new confidence in the respect your industry shows for client interest through the measures it has implemented.
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