Professional Responsibility and Seniors: Advisor Guidance for Ethical Practice
As a CFP professional, you need a professional responsibility CE credit annually. This course provides that credit. The focus is on ethics but you’ll read background on the challenges seniors present and thought-provoking case studies centred on seniors. Each case study draws upon FPSC® Principles and Rules to provide guidance for your responsibilities as a professional.
As a CFP professional, you need a professional responsibility CE credit annually. This course provides that credit. The focus is on ethics but you’ll read background on the challenges seniors present and thought-provoking case studies centred on seniors. Each case study draws upon FPSC® Principles and Rules to provide guidance for your responsibilities as a professional.
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<strong>Professional</strong> <strong>Responsibility</strong> <strong>and</strong> <strong>Seniors</strong>: <strong>Advisor</strong> <strong>Guidance</strong> <strong>for</strong> <strong>Ethical</strong><br />
<strong>Practice</strong><br />
Copyright © 2016 CLIFE Inc.<br />
All rights reserved. Any reproduction of parts or all of this book <strong>and</strong> its contents by<br />
any means electronic or mechanical is prohibited.<br />
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The in<strong>for</strong>mation in this book is provided <strong>for</strong> educational purposes<br />
only; it should not be construed or interpreted as providing advice.<br />
Agents <strong>and</strong> advisors should always seek guidance from their<br />
principals <strong>and</strong> compliance experts in regards to in<strong>for</strong>ming<br />
themselves <strong>and</strong> others about details of the products they sell <strong>and</strong><br />
other considerations of their business.<br />
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We welcome all feedback <strong>and</strong> suggestions <strong>for</strong> additions to the book. Please send<br />
your comments to info@clifece.ca.<br />
CLIFE INC.<br />
6 -14845 Yonge Street<br />
Suite 139<br />
Aurora, ON<br />
L4G 6H8<br />
www.clifece.ca<br />
<strong>Professional</strong> <strong>Responsibility</strong> <strong>and</strong> Seniuors provides one continuing education credit upon<br />
satisfactory completion of an online test. Please see the website <strong>for</strong> details or email<br />
info@clifece.ca.<br />
This CE activity has been approved by FPSC ® as meeting the minimum<br />
requirements <strong>for</strong> CE Approval as outlined within the FPSC Continuing<br />
Education Guidelines. The views <strong>and</strong> opinions expressed in this presentation<br />
are those of the presenter/content author <strong>and</strong> do not necessarily reflect the<br />
views of Financial Planning St<strong>and</strong>ards Council (FPSC).<br />
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