Professional Responsibility and Seniors: Advisor Guidance for Ethical Practice

Provincial Life Credits: 3 credits (BC, AB, SK, MB, ON)
Provincial A&S Credits: 3 credits (AB, SK, MB, ON)
CFP® Certificants: 3 credits (2 Professional Responsibility, 1 Financial Planning)
Institute Members: 3 credits (includes 1 Ethics)
MFDA Credits: 3 credits (Business Conduct – Ethics)
General Credits: 3 credits (BC, AB, SK, MB, ON)
Adjuster Credits: 3 credits (AB)
  • Review the standards of ethics that apply to senior clients;
  • Learn about the challenges seniors present;
Price charged to FA: $22.50 (You do not pay on this site.)

$0.00

$0.00