Continuing Education → Globe Advisor

Financial Planning Part I (LCIFGA006)

1.0 IIROC: Professional Development
1.0 MFDA: Professional Development: MFDA Activity Number 1000000986
1.0 Alberta Accreditation Committee: 1.0 Life (55280)
1.0 Financial Services Regulatory Authority of Ontario: Life
1.0 Insurance Council of British Columbia: Life
1.0 Insurance Council of Manitoba: 1.0 Life (36266)
1.0 Insurance Councils of Saskatchewan: Life
1.0 CPA: 1.0 Verifiable CPD
1.0 CFA: 1.0 Professional Learning
1.0 FP Canada: Financial Planning (11747)
1.0 Advocis: Structured Learning

Historically, financial planning has been its own profession, mostly practiced by specialists with a particular focus and skill. Today, In a transparent era of demonstrating value to clients while differentiating amongst peers in a competitive landscape, financial professionals from all corners of the industry are embracing financial planning and adding value to the client experience. In the first of a multi-course program, this 10-part mini-series explores a cross-cut of financial planning topics to help financial professionals refine their planning skills.

The course concludes with a final test. A passing grade of at least 60% is required.

Important to note:
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.

CE Credits: 1.0 MFDA CE Activity Cod...: 1000000986 CE Credit Type: Professional Development

  • Do those who work with a financial planner get better results?
  • More advisors embracing financial planning
  • How advisors can help clients avoid bankruptcy
  • How to manage sudden wealth responsibly
  • When tapping into an RRSP for a home or education makes sense
  • For one-person households, reducing risk is paramount
  • When it comes to financial planning, young widows face significant challenges
  • More ‘grey marriages’ could use a financial, not wedding, planner
  • Grey divorce presents unique set of challenges
  • Complex planning needed for grandparents helping grandchildren
  • Can we get your feedback?
  • Globe Advisor Survey
  • Final Quiz
  • Final Quiz (Globe Advisor) Financial Planning Part I
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever