| Provincial Life Credits: | 3 credits (BC, AB, SK [3 Ethics], MB, ON) |
| CFP® Certificants: | 3 credits (2 Professional Responsibility, 1 Financial Planning) |
| Institute Members: | 3 credits (includes 1 Ethics) |
- Learn the reasons that investment suitability is the most common complaint among older investors and how that complaint can be eliminated through the decisions you make;
- Read case studies taken from the files of regulators about instances where suitability has been abused;
- Be guided with a suitability checklist to test your recommendations and actions.
Price charged to FA: $22.50 (You do not pay on this site.)
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