| CFP® Certificants: | 20 credits (including Professional Responsibility) |
| Provincial Life Credits: | 20 credits (BC, AB, SK, MB, ON) |
| IIROC credits: | 3 credits (Compliance) |
CPAs are required to complete 20 CPD hours each year and 120 CPD hours in three years. Now, you can have 20 CPD credits quickly delivered in this package of courses specially selected for Canadian-licensed CPAs.
These courses are oriented towards financial planning issues and solutions for retirement and senior clients. They provide background and context for challenges facing individuals and practitioners.
They include:
Anti-Money Laundering (3 hours)
- New for 2022;
- Review how money laundering is accomplished, and how it is stopped;
- Understand, in order to implement, the elements of a compliance program;
- Gain an up-to-date understanding of know-your-client directives, reporting and record-keeping requirements.
Coping with the Difficult Client (5 hours)
- Prepare for unreasonable, demanding and unpredictable client behaviour;
- Learn anger management skills;
- Find out how to deliver bad news, and the sad consequences of disappointment;
- Prevent unpleasant interactions and reduce your stress level.
Setting the Moral Compass:Professional Responsibility in Today’s Financial Services (5 hours)
- Set your moral compass in the direction of professional responsibility through knowing your client, ensuring suitability, fulfilling disclosure, and putting client interests first;
- Meet regulator expectations as expressed in client-focussed reforms;
- Explore short case studies that illustrate concepts and help understanding.
Focus on Retirement Risks (7 hours)
- Tackle seven significant threats to retirees and their income;
- Explore these risks and learn useful risk management ideas and strategies;
- Benefit from a wealth of meaningful and actionable ideas.
This is an efficient way of completing CPD: online access means you can complete courses anytime, anywhere — without the time and expense of seminar attendance.
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