Based on the Standards of Professional Responsibility published by FP Canada, the 2020 Professional Responsibility course is comprised of one case study dealing with the client / advisor relationship. The course also covers the use of technology as a way to monitor portfolios.
In order to receive CE credits, you will need to receive a mark of 4 out of 6 or higher on the quiz. This course qualifies for the following continuing education (CE) credits:
FP Canada: 2.0 hours (Professional Responsibility Category).
IAFE: 2.0 hours (ethics related credits) accredited by The Institute.
