Olivers

Summary of Continuing Education Courses for WFG


* Shows 20% discount for WFG associates
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 4 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 6.0 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 5.0 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

* Shows 20% discount for WFG associates

*** Entry of CE for the same course more than once may be permitted on an exception basis only. If an agent wishes to claim credit for a course more than once, the agent must contact Council for prior approval and provide written reasons. This review is subject to the individual course review fee of $50.
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