3 Credit Package: The Ethics Package

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 Financial Planning, 1 Professional Responsibility)
General Insurance Credits: 3 credits (BC, AB, SK, MB, ON)
Institute Members: 3 credits (Ethics)

You will receive two courses in this package to build your understanding of ethics:

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Ethics At Work: Professional Challenges, Responsible Results

Provincial Life Credits: 1 credit (BC, AB, SK, MB, ON)
Provincial A&S Credits: 1 credit (AB, SK, MB, ON)
CFP® Certificants: 1 credit (Professional Responsibility)
Institute Members: 1 credit (includes 1 Ethics)
General Credits: 1 credit (BC, AB, SK, MB, ON)
Adjuster Credits: 1 credit (AB)
  • Get back to basics with essential learning about ethics and rules of conduct;
  • Test yourself against six questions of ethics to examine whether your actions meet expectations;
  • Read case studies to hone your critical ethical decision-making skills.
Principle of Fairness: Applied Ethics for Financial Advisors
Provincial Life Credits: 2 credits (BC, AB, SK, MB, ON)
Provincial A&S Credits: 2 credits (AB, SK, MB, ON)
CFP® Certificants: 2 credits (Financial Planning)
Institute Members: 2 credits (includes 2 Ethics)
General Credits: 2 credits (BC, AB, SK, MB, ON)
  • Define how fairness influences your financial advice;
  • Study the nine rules on how to be a fair person, and make fairness a practice for your business.

Both courses suggest how ethical guidelines can help decision-making and put ethics into practice.

Price charged to FA: $22.50 (You do not pay on this site.)


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