CFP® certificants: This course qualifies for a total of 2.0 CE credits as approved by FP Canada in the Professional Responsibility category. Note that excess Professional Responsibility credits beyond FP Canada Standard Council's requirement (1 hour in 2019, 2 hours in 2020) can be counted in the Financial Planning category.
FORMAT: Downloadable course notes in PDF format and an online quiz.
COURSE DESCRIPTION: This course is specifically designed to meet the FP Canada Standards Council's requirement for a Professional Responsibility CE credit.
Professional Responsibility 2019 is based on FP Canada Standard Council’s Standards of Professional Responsibility (which was updated January 1, 2019), and the Notice to CFP Professionals and FPSC Level 1 Certificants in Financial Planning, which was issued in December 2018 to remind all Certificants of their professional obligations and to provide additional guidance on handling individual and joint client relationships. The course presents a variety of scenarios and related questions that require you to apply this guidance and the Standards of Professional Responsibility.
NOTE: You have one year from time of purchase to complete this course.
AUTHOR: Roxanne Eszes, CFP®
PUBLISHED: August 2019
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