{"product_id":"serving-senior-clients-2026-pr","title":"Serving Senior Clients + 2026 PR","description":"\u003cp\u003eThis continuing education (CE) bundle combines two courses for Canadian financial advisors, planners, and insurance professionals: “Serving Senior Clients” and “2026 Professional Responsibility.” Together, they provide practical strategies for working with older clients and their families alongside an in-depth examination of the ethical and regulatory obligations advisors face in practice, while helping you meet both your general and professional responsibility CE requirements.\u003c\/p\u003e\n\n\u003ch3\u003eServing Senior Clients\u003c\/h3\u003e\n\u003cp\u003eThis course is designed for Canadian financial advisors, planners, and insurance professionals who work with older clients and their families. With Canada’s senior population growing rapidly, advisors must be prepared to address complex issues including dementia financial planning, long-term care strategies, government benefits, and estate considerations. This course provides practical tools and proven strategies to help you deliver meaningful, compliant advice to senior clients.\u003c\/p\u003e\n\u003cp\u003eThrough real-world examples, you’ll learn how to recognize early signs of cognitive decline, communicate effectively with seniors, and structure meetings that build trust and clarity. The course covers essential topics such as powers of attorney, supported decision-making agreements, critical illness and long-term care insurance, and the tax credits and government programs available to seniors and caregivers across Canada.\u003c\/p\u003e\n\u003cp\u003eBy the end of the course, you will be equipped to provide holistic financial planning for seniors, which includes balancing independence with protection, safeguarding client dignity, and reducing stress for families.\u003c\/p\u003e\n\n\u003ch3\u003e2026 Professional Responsibility\u003c\/h3\u003e\n\u003cp\u003eThis course explores the complex landscape of ethical and regulatory obligations faced by financial professionals in Canada. Through an in-depth case study, advisors examine the overlap and potential conflict between FP Canada's Standards of Professional Responsibility (including the Duty of Loyalty), the CIRO Rule 3402 suitability requirements, and CISRO's Principles of Conduct for Insurance Intermediaries, as well as provincial insurance codes of conduct.\u003c\/p\u003e\n\u003cp\u003eThis course is designed for Certified Financial Planner® (CFP®) professionals, Qualified Associate Financial Planner® (QAFP®) professionals, and advisors licensed with CIRO and the provincial insurance councils.\u003c\/p\u003e\n\n\u003ch3\u003eQuiz Requirements\u003c\/h3\u003e\n\u003cp\u003eTo receive CE credits, you will need to pass the quiz for each course:\u003c\/p\u003e\n\u003cul\u003e\n\u003cli\u003e\n\u003cstrong\u003eServing Senior Clients:\u003c\/strong\u003e a mark of at least 9 out of 15\u003c\/li\u003e\n\u003cli\u003e\n\u003cstrong\u003e2026 Professional Responsibility:\u003c\/strong\u003e a mark of at least 4 out of 6\u003c\/li\u003e\n\u003c\/ul\u003e\n\n\u003ch3\u003eCE Credits\u003c\/h3\u003e\n\u003cp\u003eThis bundle qualifies for the following CE credit hours:\u003c\/p\u003e\n\u003ctable width=\"100%\"\u003e\n\u003ctbody\u003e\n\u003ctr\u003e\n\u003cth\u003eGoverning Body\u003c\/th\u003e\n\u003cth\u003eServing Senior Clients\u003c\/th\u003e\n\u003cth\u003e2026 Professional Responsibility\u003c\/th\u003e\n\u003cth\u003eBundle Total\u003c\/th\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eAIC\u003c\/td\u003e\n\u003ctd\u003e5.0 (Life and A\u0026amp;S)\u003c\/td\u003e\n\u003ctd\u003e2.0 (Life and A\u0026amp;S)\u003c\/td\u003e\n\u003ctd\u003e7.0\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eCSF\u003c\/td\u003e\n\u003ctd\u003e5.0 (General)\u003c\/td\u003e\n\u003ctd\u003e–\u003c\/td\u003e\n\u003ctd\u003e5.0\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003e\u003cstrong\u003eFP Canada\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003e5.0 (Financial Planning)\u003c\/td\u003e\n\u003ctd\u003e\u003cstrong\u003e2.0 (Professional Responsibility)\u003c\/strong\u003e\u003c\/td\u003e\n\u003ctd\u003e\u003cstrong\u003e7.0\u003c\/strong\u003e\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eIAFE - The Institute\u003c\/td\u003e\n\u003ctd\u003e5.0 (1 credit is related to ethics)\u003c\/td\u003e\n\u003ctd\u003e2.0 (Ethics related)\u003c\/td\u003e\n\u003ctd\u003e7.0\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eICM\u003c\/td\u003e\n\u003ctd\u003e5.0 (Life\/A\u0026amp;S)\u003c\/td\u003e\n\u003ctd\u003e2.0 (Life\/A\u0026amp;S)\u003c\/td\u003e\n\u003ctd\u003e7.0\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eICoBC\u003c\/td\u003e\n\u003ctd\u003e2.0 (Life\/A\u0026amp;S)\u003c\/td\u003e\n\u003ctd\u003e1.0 (Life\/A\u0026amp;S)\u003c\/td\u003e\n\u003ctd\u003e3.0\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eICS\u003c\/td\u003e\n\u003ctd\u003e4.0 (n\/a)\u003c\/td\u003e\n\u003ctd\u003e1.0 (Ethics related)\u003c\/td\u003e\n\u003ctd\u003e5.0\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eIDD (CIRO)\u003c\/td\u003e\n\u003ctd\u003e5.0 (Professional Development)\u003c\/td\u003e\n\u003ctd\u003e1.0 (Compliance)\u003c\/td\u003e\n\u003ctd\u003e6.0\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eInstitut de Pl. Fin.\u003c\/td\u003e\n\u003ctd\u003e3.0 (SFPA \/ PDOM)\u003c\/td\u003e\n\u003ctd\u003e–\u003c\/td\u003e\n\u003ctd\u003e3.0\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003ctr\u003e\n\u003ctd\u003eMFD (CIRO)\u003c\/td\u003e\n\u003ctd\u003e5.0 (Professional Development)\u003c\/td\u003e\n\u003ctd\u003e1.0 (Business Conduct - Ethics)\u003c\/td\u003e\n\u003ctd\u003e6.0\u003c\/td\u003e\n\u003c\/tr\u003e\n\u003c\/tbody\u003e\n\u003c\/table\u003e\n\u003cp\u003eThe Serving Senior Clients course may also qualify for CPA credit hours. More information about continuing education requirements is available \u003ca href=\"https:\/\/monkeycredits.ca\/pages\/ce-requirements\" target=\"_blank\"\u003ehere\u003c\/a\u003e.\u003c\/p\u003e","brand":"Monkey Credits","offers":[{"title":"Default Title","offer_id":48963837067518,"sku":null,"price":74.95,"currency_code":"CAD","in_stock":true}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/2785\/0248\/files\/MonkeyCreditsCourseImages.184.png?v=1789485214","url":"https:\/\/monkeycredits.ca\/fr\/products\/serving-senior-clients-2026-pr","provider":"Monkey Credits","version":"1.0","type":"link"}