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Retail price: $124.95
SeeWhy price: $99.96

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The courses in this package are all accredited by MFDA in either the Professional Development (PD) or Business Conduct (BC) category. They are all the MFDA CE credits needed for this MFDA cycle, which ends November 30, 2023.

Benefit from all 28 credits in one place! Save time and save money.

This comprehensive credits package includes these courses:

  • Anti-Money Laundering
  • Complaint Handling and Avoidance
  • The Financial Planning Mistakes of Clients (and how to fix them)
  • Know Your Product: Obligations, Products and Strategies
  • Setting The Moral Compass
  • A Surviving Spouse: Insurance Considerations and Financial Plans
  • Why Ethics Matter

Details on these courses are provided below.

Retail price: $124.95
SeeWhy price: $99.96

$99.96Add to cart

THE MFDA Total Credits (PD) PACKAGE Course Details:

Anti-Money Laundering

  • Review how money laundering is accomplished, and how it is stopped;
  • Understand, in order to implement, the elements of a compliance program;
  • Gain an up-to-date understanding of know-your-client directives, reporting and record-keeping requirements.

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.

Setting the Moral Compass

  • Set your moral compass in the direction of professional responsibility through knowing your client, ensuring suitability, fulfilling disclosure, and putting client interests first;
  • Meet regulator expectations as expressed in client-focussed reforms;
  • Explore short case studies that illustrate concepts and help understanding.

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.

Why Ethics Matter

  • Understand the reasons ethics are personally and professionally essential;
  • Read case studies that illustrate ethical lapses;
  • Discover how to become a more ethical person and the steps to ethical decisions;
  • Develop a personal code of ethics to live by and practice.
Each course delivers its own Certificate. It is received when the course test is successfully completed and remains on file in your Account.

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