CFP® certificants: This course qualifies for a total of 2.0 CE credits in the Professional Responsibility category, as approved by FP Canada. This course, if taken in 2020, can be used to satisfy the requirement for 2020.
FORMAT: Downloadable course notes in PDF format and an online quiz.
COURSE DESCRIPTION: This course is specifically designed to meet FP Canada's requirement for two Professional Responsibility CE credits. Despite the course name (Professional Responsibility 2018), it can be used to satisfy this requirement in 2020 as well!
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 FP Canada'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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