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Summary of Alberta Continuing Education Course Accreditation January 1, 2009 * non-verifiable (n-v), verifiable (v): see CFP™ Continuing Education Guidelines at www.cfp-ca.org Title Price Life agents Adjusters A&S agents General agents CFP™ IIROC Advocis A Guide to Critical Illness Insurance $29.95     3.0 hrs   3.0 v* 0 0 Compliance Toolkit $39.95 3.0 hrs   1.0 hr   4.0 n-v* 0 0 Effective Communications $29.95 3.0 hrs 3.0 hrs 3.0 hrs 3.0 hrs 3.0 n-v 0 0 Ethics Applied to the Financial Services Industry $29.95 3.0 hrs   3.0 hrs 3.0 hrs 3.0 v 0 0 Fixed-Income Securities $29.95 3.0 hrs       3.0 v 0 0 Hedge Funds $29.95 3.0 hrs       3.0 v 0 0 Pension Benefits Statements $49.95 3.0 hrs       5.0 v 0 0 Precious Metals 101 $29.95 3.0 hrs       3.0 v 0 0 Issues of Professionalism $29.95 3.0 hrs 3.0 hrs 3.0 hrs 3.0 hrs 0 0 0 Protection of Personal Information through Privacy Legislation $29.95 3.0 hrs 3.0 hrs 3.0 hrs 3.0 hrs 3.0 v 0 0 RESP Basics $39.95 3.0 hrs       3.0 v 0 0 Understanding Mutual Funds $49.95 3.0 hrs       3.0 v 0 0 Client Communication and Education in the Wealth Management Process $19.95 4.0 hrs   4.0 hrs 4.0 hrs 2.0 n-v 0 0 Ethical Decision Making $64.95 4.0 hrs 4.0 hrs 4.0 hrs 4.0 hrs 4.0 v 4.0 compliance hrs 4 Ethics Fundamental and Technical Analysis $39.95 4.0 hrs 4.0 hrs 4.0 hrs 4.0 hrs 4.0 v 4.0 PD hrs 0 Leveraged Investing $39.95 4.0 hrs       4.0 v 0 0 Reading a Corporate Financial Statement $39.95 4.0 hrs 4.0 hrs 4.0 hrs 4.0 hrs 4.0 v 0 0 Retirement Planning 1 $49.95 4.0 hrs   1.0 hrs   5.0 v 0 0 The Structure of Trusts $39.95 4.0 hrs       4.0 v 0 0 Compliance 101 $49.95 5.0 hrs 5.0 hrs 5.0 hrs 5.0 hrs 5.0 v 0 0 Financial Planning 1 $49.95 5.0 hrs       5.0 v 0 0 Financial Planning 2 $49.95 5.0 hrs       5.0 v 0 0 Household as a Financial Planning Unit $49.95 5.0 hrs   5.0 hrs   5.0 v 0 0 Insurance Issues for the Small Business Owner $79.95 5.0 hrs   5.0 hrs   8.0 v 0 0 Managing the Financial Affairs of the Deceased Client $49.95 5.0 hrs       5.0 v 0 0 Money Laundering and Terrorist Financing in the Financial Services $99.95 5.0 hrs 5.0 hrs 5.0 hrs 5.0 hrs 10.0 v 0 0 Retirement Planning 2 $49.95 5.0 hrs       5.0 v 0 0 Basics of Investing $59.95 6.0 hrs       6.0 v 0 0 Principles and Practice of Knowing Your Client $99.95 6.0 hrs   6.0 hrs   6.0 v 6.0 compliance hrs 0 Psychology of Investing $99.95 6.0 hrs       6.0 v 6.0 PD hrs 0 Beyond RRSPs $79.95 7.5 hrs       7.5 v 0 0 Introduction to Derivatives $79.95 8.0 hrs       8.0 v 0 0 Segregated Funds $79.95 8.0 hrs       8.0 v 0 0 Business Legal Issues $99.95 10.0 hrs 10.0 hrs 10.0 hrs 10.0 hrs 10.0 v 0 0 Client Legal Issues $99.95 10.0 hrs   10.0 hrs   10.0 v 8.0 PD hrs 8 tech 2 Ethics Principes de conformité (French-language version of Principles of Compliance) $199.95 12.0 hrs       12.0 v 12.0 compliance hrs 12 Ethics Principles of Compliance $199.95 12.0 hrs   6.0 hrs   12.0 v 12.0 compliance hrs 12 Ethics Financial Goal Counselling $129.95 12.5 hrs       12.5 n-v 8.0 PD hrs 1.5 tech 11 General Retirement Planning Strategies $139.95 14.0 hrs   1.0 hr   15.0 v 0 0 Effective and Ethical Communication with Seniors $149.95 15.0 hrs   15.0 hrs   15.0 v 0 0 Legal Issues for Financial Planners $199.95 15.0 hrs   15.0 hrs   20.0 v 0 0 Tax and Estate Planning Issues $199.95 15.0 hrs       20.0 v 0 0 Retirement Income Planning $249.95 25.0 hrs   5.0 hrs   30.0 v 30.0 PD hrs 0 Money and Marriage $29.95 3.0 hrs       3.0 v 0 0 * non-verifiable (n-v), verifiable (v): see CFP™ Continuing Education Guidelines at www.cfp-ca.org