Summary of Continuing Education Course Accreditation
January 1, 2009


* non-verifiable (n-v), verifiable (v): see CFP™ Continuing Education Guidelines at www.cfp-ca.org

TitlePriceBCABSKMBONQCCFP™IIROCAdvocis
Compliance Toolkit$39.954.0 hrs3.0 hrs life;
1.0 hrs A&S		4.0 hrs4.0 hrs4.0 hrs04.0 n-v*00
Effective Communications$29.9503.0 hrs life;
3.0 hrs Adj;
3.0 hrs A&S;
3.0 hrs Gen		3.0 hrs03.0 hrs03.0 n-v00
Ethics Applied to the Financial Services Industry$29.953.0 hrs3.0 hrs life;
3.0 hrs A&S;
3.0 hrs Gen		3.0 hrs3.0 hrs3.0 hrs03.0 v*00
Fixed-Income Securities$29.9503.0 hrs life3.0 hrs03.0 hrs03.0 v00
A Guide to Critical Illness Insurance$29.953.0 hrs3.0 hrs A&S3.0 hrs3.0 hrs3.0 hrs03.0 v00
Hedge Funds$29.9503.0 hrs life3.0 hrs03.0 hrs03.0 v00
Precious Metals 101$29.9503.0 hrs life3.0 hrs03.0 hrs03.0 v00
Issues of Professionalism$29.953.0 hrs3.0 hrs life;
3.0 hrs Adj;
3.0 hrs A&S;
3.0 hrs Gen		3.0 hrs3.0 hrs3.0 hrs0000
Protection of Personal Information through Privacy Legislation$29.953.0 hrs3.0 hrs life;
3.0 hrs Adj;
3.0 hrs A&S;
3.0 hrs Gen		3.0 hrs3.0 hrs3.0 hrs03.0 v00
RESP Basics$39.9503.0 hrs life3.0 hrs03.0 hrs03.0 v00
Understanding Mutual Funds$49.9503.0 hrs life3.0 hrs3.0 hrs3.0 hrs03.0 v00
Client Communication and Education in the Wealth Management Process$19.9504.0 hrs life;
4.0 hrs A&S;
4.0 hrs Gen		2.0 hrs02.0 hrs02.0 n-v00
Ethical Decision Making$64.954.0 hrs4.0 hrs life;
4.0 hrs Adj;
4.0 hrs A&S;
4.0 hrs Gen		4.0 hrs4.0 hrs4.0 hrs4 PDUs4.0 v4.0 compliance hrs4 Ethics
Fundamental and Technical Analysis$39.9504.0 hrs life;
4.0 hrs Adj;
4.0 hrs A&S;
4.0 hrs Gen		4.0 hrs04.0 hrs4 PDUs4.0 v4.0 PD hrs0
Leveraged Investing$39.954.0 hrs4.0 hrs life4.0 hrs4.0 hrs4.0 hrs04.0 v00
Reading a Corporate Financial Statement$39.9504.0 hrs life;
4.0 hrs Adj;
4.0 hrs A&S;
4.0 hrs Gen		4.0 hrs04.0 hrs04.0 v00
The Structure of Trusts$39.9504.0 hrs life4.0 hrs04.0 hrs04.0 v00
Compliance 101$49.955.0 hrs5.0 hrs life;
5.0 hrs Adj;
5.0 hrs A&S;
5.0 hrs Gen		5.0 hrs5.0 hrs5.0 hrs05.0 v00
Financial Planning 1$49.955.0 hrs5.0 hrs life5.0 hrs5.0 hrs5.0 hrs05.0 v00
Financial Planning 2$49.955.0 hrs5.0 hrs life5.0 hrs5.0 hrs5.0 hrs05.0 v00
Household as a Financial Planning Unit$49.955.0 hrs5.0 hrs life;
5.0 hrs A&S		5.0 hrs5.0 hrs5.0 hrs05.0 v00
Managing the Financial Affairs of the Deceased Client$49.955.0 hrs5.0 hrs life5.0 hrs5.0 hrs5.0 hrs05.0 v00
Pension Benefits Statements$49.955.0 hrs3.0 hrs life5.0 hrs5.0 hrs5.0 hrs05.0 v00
Retirement Planning 1$49.955.0 hrs4.0 hrs life;
1.0 hrs A&S		5.0 hrs5.0 hrs5.0 hrs05.0 v00
Retirement Planning 2$49.955.0 hrs5.0 hrs life5.0 hrs5.0 hrs5.0 hrs05.0 v00
Basics of Investing$59.9506.0 hrs life6.0 hrs06.0 hrs06.0 v00
Principles and Practice of Knowing Your Client$99.956.0 hrs6.0 hrs life;
6.0 hrs A&S		6.0 hrs6.0 hrs6.0 hrs06.0 v6.0 compliance hrs0
Psychology of Investing$99.956.0 hrs6.0 hrs life6.0 hrs6.0 hrs6.0 hrs06.0 v6.0 PD hrs0
Beyond RRSPs$79.957.5 hrs7.5 hrs life7.5 hrs7.5 hrs7.5 hrs07.5 v00
Insurance Issues for the Small Business Owner$79.958.0 hrs5.0 hrs life;
5.0 hrs A&S		8.0 hrs8.0 hrs8.0 hrs08.0 v00
Introduction to Derivatives$79.9508.0 hrs life8.0 hrs08.0 hrs08.0 v00
Segregated Funds$79.958.0 hrs8.0 hrs life8.0 hrs5.0 hrs8.0 hrs08.0 v00
Business Legal Issues$99.9510.0 hrs10.0 hrs life;
10.0 hrs Adj;
10.0 hrs A&S;
10.0 hrs Gen		10.0 hrs10.0 hrs10.0 hrs010.0 v00
Client Legal Issues$99.9510.0 hrs10.0 hrs life;
10.0 hrs A&S		10.0 hrs10.0 hrs10.0 hrs10 PDUs10.0 v8.0 PD hrs8 tech
2 Ethics
Money Laundering and Terrorist Financing in the Financial Services$99.9510.0 hrs5.0 hrs life;
5.0 hrs Adj;
5.0 hrs A&S;
5.0 hrs Gen		10.0 hrs10.0 hrs10.0 hrs010.0 v00
Principes de conformité (French-language version of Principles of Compliance)$199.9512.0 hrs012.0 hrs12.0 hrs12.0 hrs12 PDUs12.0 v12.0 compliance hrs12 Ethics
Principles of Compliance$199.9512.0 hrs12.0 hrs life;
6.0 hrs A&S		12.0 hrs12.0 hrs12.0 hrs12 PDUs12.0 v12.0 compliance hrs12 Ethics
Financial Goal Counselling$129.9512.5 hrs12.5 hrs life12.5 hrs12.5 hrs12.5 hrs12 PDUs12.5 n-v8.0 PD hrs1.5 tech
11 General
Effective and Ethical Communication with Seniors$149.9515.0 hrs15.0 hrs life;
15.0 hrs A&S		15.0 hrs15.0 hrs15.0 hrs015.0 v00
Retirement Planning Strategies$139.9515.0 hrs14.0 hrs life;
1.0 hr A&S		15.0 hrs15.0 hrs15.0 hrs015.0 v00
Legal Issues for Financial Planners$199.9515.0 hrs15.0 hrs life;
15.0 hrs A&S		20.0 hrs20.0 hrs20.0 hrs020.0 v00
Tax and Estate Planning Issues$199.9515.0 hrs15.0 hrs life20.0 hrs20.0 hrs20.0 hrs020.0 v00
Retirement Income Planning$249.9515.0 hrs25.0 hrs life;
5.0 hrs A&S		30.0 hrs30.0 hrs30.0 hrs030.0 v30.0 PD hrs0
Money and Marriage$29.9503.0 hrs life3.0 hrs03.0 hrs03.0 v00

* non-verifiable (n-v), verifiable (v): see CFP™ Continuing Education Guidelines at www.cfp-ca.org