CE Courses

Financial Goal Counselling


This course is a thorough review of how the agent/planner/advisor can guide their clients in making decisions about their financial goals and acquire closure on sales.

It includes valuable information for the new and experienced agent/advisor about perceptions, communication skills, the nature of goals, goal-setting, and problem solving.

Format: Online

No. of Pages: 96 pages

IIROC: 8.0 CECAP Professional Development hours

BC CE Credits: 8.5 hours

AB CE Credits: 5.0 hours Life

SK CE Credits: 8.5 hours

MB CE Credits: 8.5 hours ***

ON CE Credits: 8.5 hours

MFDA: 8 PD hours

CFP®: 8.5

Advocis: 6.5 hours

*** 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.