CFP® and QAFP® certificants: This course qualifies for a total of 2.0 CE credits in the Professional Responsibility category, as approved by FP Canada.
CPAs: 2 verifiable CPD hours (Ethics)
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*.
This course 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 October 2020
* The course was previously called Professional Responsibility 2018, but it has been retitled and reaccredited by FP Canada as a Professional Responsibility course for 2020 and 2021.
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