Ethical Planning for CFP Professionals
By CE Corner
This course examines the vital role that ethics and understanding your client play in financial planning. Financial Planners will be led through scenarios and real-world examples that highlight the importance of adhering to professional standards and will explore how FP Canada’s Standards of Professional Responsibility guide ethical decision-making in key areas such as client goal setting, fee transparency, and retirement planning.
Accreditation Details
Accreditation body
Competency
Credits
FP Canada
Professional Responsibility
1.00
CSF
Compliance
1.00
CIRO-MFD (MFDA)
Business Conduct - Ethics
1.00
CIRO-ID (IIROC)
Compliance
1.00
The Institute/IAFE
Ethics
1.00
FSRA
Life and/or A&S
1.00
Course Type:
Video
Passing Grade:
9/12 (75%)
