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  • Measures to Protect Investors

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  • 8 Credits: The CIRO: MFD Business Conduct CE Program 2026-2027

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  • 20 Credits: The CIRO: MFD Professional Development CE Program 2026-2027

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  • 28 Credits: The Complete CIRO: MFD CE Program 2026-2027

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  • SETTING THE MORAL COMPASS: Professional Responsibility for Financial Advisors

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  • The OAS Balancing Act: Receiving and Retaining the Pension

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  • Developing a Personal Code of Professional Conduct

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  • 20 Credits: The PFP® Powerhouse Package

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  • Plan for Probate

    Plan for Probate

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  • Planning for Longevity with Life Insurance

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  • Policy Claims: A Sales and Service Opportunity

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  • Practical Client Risk Analysis

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  • Principle of Fairness: Applied Ethics for Financial Advisors

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  • Privacy Practices for the Financial Services

    Privacy Practices for the Financial Services

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  • Professional Responsibility and Seniors: Advisor Guidance for Ethical Practice

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  • Property Matters: Property, Beneficiaries, Tax, and Life Insurance

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