Professional Responsibility Applied! 2021

This interactive presentation will review the FPSC Code of Ethics, Rules of Conduct, Fitness Standards, and Practice Standards as outlined by the FPSC. Learn how successful Financial Planners use these guidelines in some difficult and sensitive situations to protect themselves and their clients. All case studies in this presentation have been taken from new articles published against advisors between October 2020 and February 2021. See how the rules apply in these cases. Full presentation time: 54m

How to Earn Your CE Credit?

This is a simple 3 step process 1. Watch the full presentation video 2. Complete all parts of the curriculum (listed below) 3. Click the Complete Course button at the end. Good news for you, is that there are no quizzes!

CE Credits provided by this presentation:

* FP Canada - 1 Professional Responsibility credit * Advocis - 1 Non-IAFE Approved Ethics credit * FSRA - 1 FSRA Approved credit * ICS - 1 Life Insurance credit * ICM - 1 Life Insurance credit & acceptable to many other organizations.

Curriculum

1 Chapter · 5 Lessons

1
Professional Responsibility Applied 2021
1. (Included in full purchase)
  Introduction and Instructions
2. (Included in full purchase)
  The Rules Governing CE Credits
3. (Included in full purchase)
  Presentation Overview
4. (Included in full purchase)
  Presentation Video
5. (Included in full purchase)
  Presenter Resourses

About the Presenter: Alan Hoffman

Alan was a Financial Planner for 14 years beginning in 1996 with London Life.On 2001 he moved into the MGA channel where he grew my business from an independent, to a successful AGA mentoring 25 Financial Planners in the company. In 2010 Alan sold the business, and moved into the role of Business Development Manager, Ontario for a national marketing company that found ways to get Financial Planners and Mortgage Professionals to work together for the combined betterment of both. Alan founded CE-credits.ca in 2012, and has since grown the largest privately owned library of On Demand Continuing Education in Canada's, and the best online CE presence in the industry. CE-credits.ca is now the preferred destination for Financial Professionals in Canada to earn the CE Credits that they need to fulfil their licensing requirements.