| Provincial Life Credits: | 3 credits (BC, AB, SK, MB, ON) |
| CFP® Certificants: | 3 credits (Financial Planning) |
| Institute Members: | 3 credits (includes 1 Ethics) |
| IIROC Credits: | 3 credits (Compliance and/or Professional Development) |
| MFDA Credits: | 3 credits (Business Conduct – Non-Ethics) |
- Addresses the new client-focussed reforms as they apply to know your client requirements;
- Reviews what comprises essential facts and their relevance;
- Illustrates the relationship between KYC and suitability;
- Check your decisions with a blueprint for action.
Price charged to FA: $22.50 (You do not pay on this site.)
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