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CE Courses
Legal Issues for Financial Planners
$95.95This course provides essential information for the agent/advisor in respect to contract law, issues that pertain to the practice of financial planning, and legal issues for both individual and business clients.
It will ensure the agent/advisor can answer everyday questions about law without trespassing into legal matters best reserved for lawyers.
Legal Issues for Financial Planners will ensure the agent/planner can provide necessary advice to answer everyday questions about law without trespassing into legal matters best reserved for lawyers.
Format: Online
No. of Pages: 154 pages
BC CE Credits: 8 hours
AB CE Credits: 4 hours Life, 4 hours A&S
SK CE Credits: 8 hours
MB CE Credits: 8 hours ***
ON CE Credits: 8 hours
CFP®: 8
*** 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.
