The Ultimate CFP Bundle - Part 5 of 5

By CE-Credits.ca

This bundle is built with the CFP Designations CE Requirements in mind.  

This group of presentations have been selected to provide you with 25 Verifiable CE Credits accredited by the FPSC, that fill out the 4 main CE Categories.

Part 5 of this bundle will provide you with the CE Credits in the following Categories:
- 3 Financial Planning
- 1 Practice Management, and
- 1 Product Knowledge

Presentations included in Part 5 of this bundle are:

- ENGAGING EXECUTORS CRUCIAL TO THE GREATEST WEALTH TRANSFER IN HISTORY, MARK O’FARRELL, CICEA

- A RETIREMENT INCOME STRATEGY (ROBO, ONLINE & FEE-FREE INVESTING), JASON FULLER, EQUITABLE LIFE

- NOT ALL BOOKS ARE CREATED EQUAL, JULIA HAGGERTY, ADVISOR FINANCE

- SOCIAL MEDIA MARKETING:  TAKE THE FIRST STEP, BARBARA LOWE, ASSISTING YOU SOCIAL

- PILLAR SERIES: THE FOUNDATION OF PROTECTION, JASON ALLEN, LA CAPITALE

The Ultimate CFP Bundle - Part 5 of 5

Accreditation Details

Accreditation body
Competency
Credits

FP Canada

Professional Responsibility Credits

--

Product Knowledge Credits

--

Practice Management Credits

--

Financial Planning

1.00

The Institute

Financial Planning

1.00

FP Canada

Professional Responsibility Credits

--

Product Knowledge Credits

--

Practice Management Credits

--

Financial Planning

1.00

The Institute

Financial Planning

1.00

The Institute

Financial Planning

1.00

FP Canada

Professional Responsibility Credits

--

Product Knowledge Credits

--

Practice Management Credits

1.00

Financial Planning

--

FP Canada

Professional Responsibility Credits

--

Product Knowledge Credits

1.00

Practice Management Credits

--

Financial Planning

--

Price (CAD):

$90.00

Course Type:

Video

Passing Grade:

9/15 (60%)

Brought to you by:

  • ADVISOR'S EDGE
  • CONSEILLER
  • Benefits Canada
  • Avantages
  • IE (Investment Executive)
  • FI (FINANCE ET INVESTMENT)