Learning Partner


The following courses can be used to satisfy the new CE requirements set out by the Mutual Fund Dealers Association.

Individuals registered as Dealing Representatives must complete 20 Professional Development Credits, 2 Compliance Credits and 8 Business Conduct Credits, each cycle.

Each cycle is a 2-year period. The current cycle rules from December 1, 2023 to November 30, 2025. 

We do not currently have any courses that provide Compliance Credits. Our course Working with Vulnerable Clients provides 2 Business Conduct credits. The remaining courses listed below provide Professional Development credits.