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Please note - FOR MFDA
ADVISORS - OUR PRICING MODEL IS BASED ON THE NUMBER OF LIFE
CE CREDIT HOURS THAT EACH COURSE PROVIDES, AND NOT THE MFDA
CE credit hours. Any MFDA CE credits listed are an added
bonus.
So even though you are completing one of the
MFDA listed courses, your certificate is still going to
reflect any Life & or A&S CE credit hours along with any
allotted MFDA CE hours.
EXAMPLE: COURSE # 2
RETIREMENT INCOME OPTIONS located HERE
This course is priced for 7 Hours - Life & A&S CE, so
the cost for this course would be - 7 hours X $12.00 + TAX
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We
GUARANTEE that you will
pass your exam and receive your certificate for credits.
Pay ONCE for the course. If you fail retests are free
until you pass.
WOW... now that's a pass guarantee! |
Please Note - Effective June 1, 2023 - The
Canadian Investment Regulatory Organization (CIRO) is the
new regulatory body for the former Mutual Fund Dealers
Association of Canada and Investment Industry Regulatory
Organization of Canada.
NEW CE CREDITS REQUIRED -
Mutual Funds Dealer Association (MFDA) Please note
- Pro-Seminars is an Approved provider of CE credits for
MFDA.
Cycle 2 - December 1, 2023 and ending
November 30, 2025. Under the NEW Continuing Education (CE)
program, MFDA advisors must earn 30 CE credits within each
two-year cycle. These credits comprise 8 business conduct
credits (including ethics), 20 professional development
credits and 2 MFDA-created compliance credits.
Important note re Business Conduct CE credits - For
each cycle where a Participant is required to obtain at
least 8 Business Conduct Credits, a minimum of 1 and
maximum
of 2 credits must be content relating to ethics.
Each
of the below courses have Life &/or A&S CE credits included with it as
well. Click on your Province here - ONLINE
CE Catalogue to
see what Life &/or A&S CE credits are included with the MFDA
course you want to take, at no extra cost.
For further guidance and
information, please refer to the following:
*
Participant Guide (En)
*
Guide du participant (Fr)
*
CERTS - Participant User Guide
DID YOU ALSO KNOW - that you can receive XX Professional
Development CE credits by attending the 23rd National
Advisors Conference in Las Vegas, NV September 16-18, 2024, and
we will give you an additional year to complete up to XX
additional CE credits for a total of 30 MFDA CE credits.
MFDA Approval #s Pending.
Check
out all the information and REGSTER TODAY here - 22nd
National Advisors Conference Information
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APPROVED - EXPIRES APRIL 14 2024
1.
LIFE AND ACCIDENT & SICKNESS INSURANCE BASICS
MFDA Activity # 1000000341
4 CE credits for
Professional Development
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APPROVED - EXPIRES APRIL 15 2024
2.
RETIREMENT INCOME OPTIONS
MFDA Activity #
1000000342
5 CE credits for
Professional Development
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APPROVED - EXPIRES APRIL 15 2024
4.
CORPORATE RETIREMENT PLANS
MFDA Activity # 1000000343
5 CE credits for Professional Development
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APPROVED - EXPIRES APRIL 14 2024
6.
BUSINESS INSURANCE PRINCIPLES
MFDA Activity #
1000000344
5 CE credits for
Professional Development
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APPROVED - EXPIRES APRIL 14 2024
7. BUSINESS INSURANCE
SOLUTIONS
MFDA Activity # 1000000345
5 CE credits for Professional
Development
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APPROVED - EXPIRES APRIL 14 2024
8. DISABILITY INSURANCE
MFDA Activity # 1000000346
3 CE
credits for Professional Development
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APPROVED - EXPIRES APRIL 19 2024
9.
WEALTH TRANSFER & ESTATE PLANNING TECHNIQUES
MFDA Activity # 1000000347
4 CE credits for Professional
Development
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APPROVED - EXPIRES APRIL 14 2024
10.
CLIENT
CENTREED FINANCIAL PLANNING
MFDA Activity # 1000000348
4 CE credits for Professional
Development
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APPROVED - EXPIRES APRIL 19 2024
12.
THE ECONOMICS OF INSURANCE INVESTMENTS
MFDA Activity # 1000000349
5 CE credits for Professional
Development
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APPROVED - EXPIRES APRIL 5 2024
15. ETHICS
AND THE FINANCIAL SERVICES PROFESSIONAL
MFDA Activity # 1000000388
2 CE credits for Business Conduct
- Ethics
2 CE credits for Business Conduct
- Non-Ethics
Please see important note re: Business Conduct CE credits
above
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APPROVED - EXPIRES APRIL 14 2024
16.
UNDERSTANDING INVESTMENT RISK AND RETURN
MFDA Activity # 1000000351
3 CE credits for Professional
Development
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APPROVED - EXPIRES APRIL 15 2024
18.
UNDERSTANDING E&O INSURANCE
MFDA Activity # 1000000389
4
CE credits for Business Conduct - Other
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APPROVED - EXPIRES APRIL 19 2024
22. HOW DIVORCE AFFECTS YOUR CLIENT & PROSPECTS FINANCES
MFDA Activity # 1000000350
5 CE credits for Professional
Development
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APPROVED - EXPIRES APRIL 15 2024
29. UNDERSTANDING INSURANCE CLAIMS
MFDA Activity # 1000000352
5 CE credits for Professional
Development
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APPROVED - EXPIRES APRIL 19 2024
30. UNDERSTANDING FINANCIAL SERVICES IN CANADA
MFDA Activity # 1000000353
3
CE credits for Professional Development
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APPROVED - EXPIRES APRIL 27 2024
31. REAL WORLD
APPLICATIONS IN PRACTICE
FP Canada ID #11129
MFDA Activity # 1000000371
1 Hour
Professional Development
2 Hours Business Conduct - Ethics
Please see important note re: Business Conduct CE credits
above
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Pro-Seminars is Canada's
leading provider of education, training and materials for Insurance and
Financial Services Professionals.
Pro-Seminars is an approved and accredited education provider
specializing in 2-day 15 CE credit seminars and online CE courses.
203-4438 Ontario Street, Beamsville, ON L3J 0A4
Toll Free Phone 877 524-7121 Toll Free Fax - 866 277-4511
Click here for questions, comments, suggestions or to receive seminar notifications.
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