CE CREDITSCFP® certificants: This course qualifies for a total of 2.0 FPSC-approved CE credits, 1 in the Professional Responsibility category and 1 in the Financial Planning category.
FORMAT: Downloadable course notes in PDF format and an online quiz.
Building on the success of our 2015 professional responsibility course (i.e., Many Shades of Grey), MORE Shades of Grey includes five new case studies. Each case study presents a dilemma that you might encounter as a financial advisor, and gives you the opportunity to consider how they could be handled.
NOTE: You have one year from time of purchase to complete this course.