|
Title
|
WFG Price*
|
BC
|
AB
|
SK
|
MB***
|
ON
|
QC
|
MFDA |
Advocis
|
CFP™
|
|
Beyond Estate Planning: Using Final Expense Life Insurance to Complete A Safety Net
|
Free |
2.0 hrs |
1.0 hr life |
2.0 hrs |
2.0 hrs |
2.0 hrs |
0 |
0 |
0 |
2.0 |
|
Beyond RRSPs
|
$38.36 |
4 hrs |
3 hrs life |
4 hrs |
4 hrs |
4 hrs |
0 |
0 |
0 |
4 |
|
Business Legal Issues
|
$47.96 |
5.0 hrs |
2.0 hrs life; |
5.0 hrs |
5.0 hrs |
5.0 hrs |
0 |
0 |
0 |
5.0 |
|
Client Communication and Education in the Wealth Management Process
|
$38.36 |
0 |
4.0 hrs life; |
4.0 hrs |
0 |
4.0 hrs |
0 |
0 |
0 |
4.0 |
|
Client Legal Issues
|
$115.16 |
7.25 hrs |
5.0 hrs life;
5.0 hrs A&S |
7.25.0 hrs |
7.25 hrs |
7.25 hrs |
10 PDUs |
8 PD |
7.0 hrs |
7.25 |
|
Compliance 101
|
$47.96 |
5.0 hrs |
5.0 hrs life;
5.0 hrs A&S; |
5.0 hrs |
5.0 hrs |
5.0 hrs |
0 |
0 |
0 |
5.0 |
|
Ethical Decision Making
|
$63.96 |
4.0 hrs |
|
4.0 hrs |
4.0 hrs |
4.0 hrs |
4 PDUs |
5 BC (ETHICS) |
4.0 hrs |
4.0 |
|
Financial Goal Counselling
|
$115.16 |
8.5 hrs |
5.0 hrs life |
8.5 hrs |
8.5 hrs |
8.5 hrs |
|
8 PD |
6.5 hrs |
8.5 |
|
Financial Planning 1
|
$47.96 |
5.0 hrs |
4.0 hrs life |
5.0 hrs |
5.0 hrs |
5.0 hrs |
0 |
0 |
0 |
5.0 |
|
Financial Planning 2
|
$47.96 |
5.0 hrs |
4.0 hrs life |
5.0 hrs |
5.0 hrs |
5.0 hrs |
0 |
0 |
0 |
5.0 |
|
Household as a Financial Planning Unit
|
$47.96 |
5.0 hrs |
4.0 hrs life |
5.0 hrs |
5.0 hrs |
5.0 hrs |
0 |
0 |
0 |
5.0 |
|
Insurance Issues for the Small Business Owner
|
$47.96 |
5.0 hrs |
3.0 hrs life;
3.0 hrs A&S |
5.0 hrs |
5.0 hrs |
5.0 hrs |
0 |
0 |
0 |
5.0 |
|
Legal Issues for Financial Planners
|
$76.76 |
8.0 hrs |
4.0 hrs life;
4.0 hrs A&S |
8.0 hrs |
8.0 hrs |
8.0 hrs |
0 |
0 |
0 |
8.0 |
|
Principes de conformité (French-language version of Principles of Compliance)
|
$191.96 |
12.0 hrs |
|
12.0 hrs |
12.0 hrs |
12.0 hrs |
0 |
8 BC (NETHICS) |
10.0 hrs |
12.0 |
|
Principles and Practice of Knowing Your Client
|
$95.96 |
6.0 hrs |
5.0 hrs life |
6.0 hrs |
6.0 hrs |
6.0 hrs |
0 |
8.5 BC (NETHICS) |
0 |
6.0 |
|
Principles of Compliance
|
$191.96 |
12.0 hrs |
|
12.0 hrs |
12.0 hrs |
12.0 hrs |
0 |
8 BC (NETHICS) |
10.0 hrs |
12.0 |
|
Retirement Income Planning
|
$191.96 |
15.0 hrs |
12.0 hrs life;
1.0 hrs A&S |
20.0 hrs |
20.0 hrs |
20.0 hrs |
0 |
20PD |
0 |
20.0 |
|
Segregated Funds
|
$57.96 |
6.0 hrs |
4.0 hrs life |
6.0 hrs |
5.0 hrs |
6.0 hrs |
0 |
0 |
0 |
6.0 |
|
Tax and Estate Planning Issues
|
$76.76 |
8.0 hrs |
5.0 hrs life |
8.0 hrs |
8.0 hrs |
8.0 hrs |
0 |
0 |
0 |
8.0 |
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