Courses

This course covers FP Canada's code of ethics, complaints summary, enforcement cases, IIROC rules, and education/experience requirements in the securi

This course covers enforcement cases, including background, conduct breach, penalty, conduct review, and questions for learning. This CE course has be

Learn everything about marketing tips for financial planners. The course also reviews marketing materials & ideas for advisors to generate leads &

Learn about life insurance products, types, and benefits. The course also explains universal life insurance terminology, features, & pricing facto

This course covers case studies on ethical breaches by financial planners, including conflicts of interest, misrepresentation, suitability, and more.

This course covers legal framework, ethics, and case studies for financial professionals, including capacity, PoA, divorce, wills, trusts, money laund