Individuals registered as Dealing Representatives with MFDA must complete 20 Professional Development (PD) credits, 2 Compliance Credits and 8 Business Conduct Credits, each cycle (ending November 30, 2023).

Similarly, advisors licensed through IIROC (including Associate Portfolio Managers, Portfolio Managers, retail Registered Representatives and their Supervisors), are required to complete a minimum of 20 hours of PD courses and 10 hours of Compliance courses in each CE cycle (ending December 31, 2023).

PD Bundle #2 will provide 20 PD credits (the minimum required), while saving you 15% off of individual course purchases (only until December 18, 2023). Note the bundle does not provide Compliance or Business Conduct credits. This bundle also provides 20 CE credits in FP Canada’s Financial Planning category for CFP professionals.

Courses in this bundle are:

• Advanced Retirement Income Planning (2022 edition)
• Personal Income Tax Fundamentals (new 2023 edition)

No substitutions are permitted. You have 6 months from the date of purchase to complete all courses in the bundle.