Description
2.0 IIROC: Compliance/ Professional Development 24-0599CP
2.0 MFDA: Business Conduct: MFDA Activity Number 1000004136
2.0 Alberta Accreditation Committee: Life (65485)
2.0 Financial Services Regulatory Authority of Ontario: Life
2.0 Insurance Council of British Columbia: Life
2.0 Insurance Council of Manitoba: Life or Accident and Sickness (36262)
2.0 Insurance Councils of Saskatchewan: Life
2.0 FP Canada: Practice Management (5571)
The course follows the curriculum requirements outlined in the MFDA's Policy Number 8: Proficiency Standard for Approved Persons selling Exchange Traded Funds ("ETFs").
Welcome to the ETF Proficiency Course! This course is all about satisfying the proficiency requirements for mutual fund Representatives to offer exchange traded funds (ETFs) to clients. Learn about the basics of ETFs; how they're created, purchased and redeemed; and the risks, features and benefits of ETFs.
NOTE: To complete the course, earn the course certificate and CE credits, you must review all modules and the final test. Good luck!
Additional notes:
The accreditations with accompanying ID numbers have been approved and issued by the regulatory organization. The accreditations without ID numbers are additional regulatory organization's continuing education (CE) credit(s) that Learnedly believes the course satisfies.
This CE activity has been approved by FP Canada as meeting the minimum requirements for CE Approval as outlined within the FP Canada Continuing Education Guidelines. The views and opinions expressed in this presentation are those of the presenter / content author and do not necessarily reflect the views of FP Canada.
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CE Credits : 2
MFDA CE Activity Cod... : 1000004136
IIROC : 2.0 IIROC: Compliance / Professional Dev...
MFDA : 2.0 MFDA: Business Conduct: MFDA Activit...
FSRA : 2.0 Financial Services Regulatory Author...
AIC : 2.0 Alberta Accreditation Committee: Lif...
ICBC : 2.0 Insurance Council of British Columbi...
ICS : 2.0 Insurance Councils of Saskatchewan: ...
ICM : 2.0 Insurance Council of Manitoba: Life ...
CFP / QAFP : 2.0 FP Canada: Practice Management
CIM / PFP : 2.0 CIM/PFP Compliance
CFA : 2.0 CFA: Standards, Ethics, Regulations
CPA : 2.0 CPA Verifiable CPD
Advocis : 2.0 Advocis: Structured Learning
Law Society of ON : 2.0 Law Society of Ontario Substantive H...