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THE MFDA Professional Development (PD) PACKAGE

Retail price: $99.95
SeeWhy price: $79.96

$79.96Add to cart

This package gives you all 20 PC credits you need in this cycle

Need Business Conduct credits, too? See the The MFDA Total Credits (PD) Package
Only need Business Conduct credits?: See the The MFDA Business Conduct (BC) Package

MFDA Credits: 20 Business Conduct credits

This comprehensive credits package includes these courses:

  • Complaint Handling and Avoidance
  • The Financial Planning Mistakes of Clients (and how to fix them)
  • Know Your Product: Obligations, Products and Strategies
  • A Surviving Spouse: Insurance Considerations and Financial Plans

Details on these courses are provided below.

Retail price: $99.95
SeeWhy price: $79.96

$79.96Add to cart

THE MFDA Professional Development (PD) PACKAGE Course Details:

Complaint Handling and Avoidance

  • Learn what happens when a complaint is filed, and mitigation measures to prevent complaints;
  • Find out what to expect if a complaint is made about you, and your role in the investigation process;
  • Read extensive case studies in each of insurance, FP Canada, the MFDA and IIROC complaint hearings;
  • Gain vital knowledge on how to avoid a complaint in addition to how resolution can be brought about.

The Financial Planning Mistakes of Clients (and how to fix them)

  • Covers eight common mistakes clients make, and the loss of opportunities that result from their errors;
  • Head off the inevitable crash landings that arise from arrogance and misperceptions;
  • Help clients to get on the right track, stay there, and reap the rewards.

Know Your Product: Obligations, Products and Strategies

  • Benefit from an “at a glance” overview of the characteristics of many investments from the common, like GICs, to the more esoteric, like cryptocurrency to make an initial determination of product suitability;
  • Learn the more in-depth details of investments by applying six challenge questions across all investments covered— from life insurance products, through investment funds, gold, REITs, and many others;
  • Review some common investing strategies with their strengths and weaknesses, in a format that encourages consistency of information.

A Surviving Spouse: Insurance Considerations and Financial Plans

  • Covers a broad range of insurance and investment matters relevant to a surviving spouse’s changed circumstances;
  • Equips you to plan ahead for both spouses and the survivor’s needs alone;
  • Adds to your perspective about retirement planning while delivering lots of can-do ideas.

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