Privacy Practices for the Financial Services

Provincial Life Credits: 3 credits (BC, AB, SK, MB, ON)
CFP® Certificants: 3 credits (1.5 Financial Planning; 1.5 Practice Management)
  • Learn how to develop practices that will ensure you follow the letter and spirit of the laws;
  • Benefit from numerous personal checklists to help guide your actions;
  • Receive a sample social media policy to implement that addresses use of sites like Facebook, LinkedIn, and Twitter.
Price charged to FA: $22.50 (You do not pay on this site.)

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