2023 MFDA Business Conduct Bundle - 8 CE Credits

This bundle is built with the MFDA Business Conduct CE Requirements in mind. This bundle has been pre-set with presentations and CE Credits that will provide all the MFDA Business Conduct CE Credits required by MFDA to renew your MFDA License for the next cycle. This bundle assumes that you have already earned all 20 MFDA Professional Development credits already. This bundle has 1 part with 7 presentations. You must complete all presentations to earn the full 8 CE Credits in this bundle.

Bundle Presentation Overview:

Want to learn more about this Bundle? Click the video to the left to get an overview! Combined presentation time: 8h

How to Earn Your CE Credits?

This is a simple 3 step process 1. Watch all 7 presentation videos 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 Bundle:

* FP Canada - 6 Financial Planning & 2 Professional Responsibility credits * Advocis - 6 IAFE Approved & 2 Ethics credits * MFDA - 6 Business Conduct & 2 Business Conduct Ethics credits * CSI - 8 Compliance credits * FSRA - 8 FSRA Approved credits * ICS - 8 Life Insurance credits * ICM - 8 Life Insurance credits & acceptable to many other organizations.

Curriculum

9 Chapters · 25 Lessons

1
2023 MFDA Business Conduct Bundle - 8 CE Credits
1. (Included in full purchase)
  MFDA Business Conduct Bundle Overview
2. (Included in full purchase)
  The Rules Governing CE Credits
2
1 - Professional Responsibility Applied! 2022 - Alan Hoffman, CE-credits.ca
1. (Included in full purchase)
  Presentation Overview
2. (Included in full purchase)
  Presentation Video
3. (Included in full purchase)
  Exit Surveys for your Presenters
4. (Included in full purchase)
  Presenter Resourses
3
2 - A Client Looks at Advisor Value - Robert Gignac, Rich is a State of Mind
1. (Included in full purchase)
  Presentation Overview
2. (Included in full purchase)
  Presentation Video
3. (Included in full purchase)
  Presenter Resourses
4
3 - AML Measures Made Simple - Matt McGuire, AML Shop
1. (Included in full purchase)
  Presentation Overview
2. (Included in full purchase)
  Presentation Video
3. (Included in full purchase)
  Presenter Resourses
5
4 - WOW! Client Review Meetings - April Levitt, Personal Coach
1. (Included in full purchase)
  Presentation Overview
2. (Included in full purchase)
  Presentation Video
3. (Included in full purchase)
  Presenter Resourses
6
5 - Making AML Part of Your Daily Routine 2022 - Gene DiMira, AML Shop
1. (Included in full purchase)
  Presentation Overview
2. (Included in full purchase)
  Presentation Video
3. (Included in full purchase)
  Presenter Resourses
7
6 - Client Document Collaboration Platform - Ali Qureshi, SideDrawer
1. (Included in full purchase)
  Presentation Overview
2. (Included in full purchase)
  Presentation Video
3. (Included in full purchase)
  Presenter Resourses
8
7 - Needs Based Selling - Shawn Redford, Beneva
1. (Included in full purchase)
  Presentation Overview
2. (Included in full purchase)
  Presentation Video
3. (Included in full purchase)
  Presenter Resourses
9
Congratulations
1. (Included in full purchase)
  Congratulations!

About your MC: Alan Hoffman

Alan began his career in 1996 as a Financial Advisor with London Life. Since 2012, Alan Hoffman and CE-credits.ca has been working to create Continuing Education that actually provides Canada’s Financial Advising community with content that is truly relevant and useful within their practices. Through CE-Now.ca, they provide advisors with easy on demand access to earn their CE Credits the way they prefer, through webcasts, bundles, theme packs, and a library of over 450 presentations to learn from. Today, CE-credits.ca is the #1 CE Provider in Canada.