FORMAT: Downloadable course notes in PDF format, links to FP Canada resources, and an online quiz.
As a CFP® or QAFP® Certificant, you are required to provide your services in a professional and ethical manner. FP Canada Standards Council™ has several publications to help you do just that. However, in the busy-ness of our professional and personal lives, we often give this information a cursory look at best, intending to look at it in more depth “later”, which often never happens.
In this Course, you will review and apply the content of three of these publications, including:
NOTE: You have one year from time of purchase to complete this course.
AUTHOR: Roxanne Eszes, CFP®
PUBLISHED: September 2021