CFP® certificants: This course qualifies for a total of 2.0 CE credits as approved by FP Canada in the Professional Responsibility category. If taken in 2020, it can be used to satisfy the 2020 requirement for Professional Responsibility credits.
FORMAT: Downloadable course notes in PDF format and an online quiz.
COURSE DESCRIPTION: This course is specifically designed to meet the FP Canada Standards Council's requirement for two Professional Responsibility CE credits. Despite the course name (Professional Responsibility 2019), it can be used to satisfy this requirement in 2020 as well!
Professional Responsibility 2019
is based on FP Canada Standard Council’s Standards of Professional Responsibility
(which was updated January 1, 2019), and the Notice to CFP Professionals and FPSC Level 1 Certificants in Financial Planning
, which was issued in December 2018 to remind all Certificants of their professional obligations and to provide additional guidance on handling individual and joint client relationships. The course presents a variety of scenarios and related questions that require you to apply this guidance and the Standards of Professional Responsibility.
NOTE: You have one year from time of purchase to complete this course.
AUTHOR: Roxanne Eszes, CFP®
PUBLISHED: August 2019
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