CE Courses

Legal Issues for Financial Planners

$95.95

This 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: 8 hours Life, 8 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. Please refer to https://www.icm.mb.ca/files/Renewal_2018/Renewal_2018/FAQs_for_website_for_renewal_-_updated_March_2018.pdf for more information.

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