CFP® certificants: This course qualifies for a total of 2.0 CE credits as approved by FP Canada, 1 in the Professional Responsibility category and 1 in the Financial Planning category.
FORMAT: Downloadable course notes in PDF format and an online quiz.
COURSE DESCRIPTION: This course is specifically designed to meet the FPSC's requirement for a Professional Responsibility CE credit. Note that FPSC updated the Standards of Professional Responsibility, effective January 1, 2019, and this course has been revised to reflect the updated Standards.
Professional Responsibility 2018 explores some of the challenges that advisors face when dealing with clients who have diminished capacity, including mental incapacity, mental health or addiction issues, and financial elder abuse. After a general discussion of the issues, the course presents a series of case scenarios that require you to think about how the situation should be handled within the context of FPSC's Standards of Professional Responsibility.
NOTE: You have one year from time of purchase to complete this course.
AUTHOR: Roxanne Eszes, CFP®
PUBLISHED: September 2018, Updated January 2019
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