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CFR Part IV: Vulnerable Clients (LCIC022)


Description
0.5 IIROC: Compliance (24-0597C)
0.5 MFDA: Business Conduct 1000003139
0.5 Financial Services Regulatory Authority of Ontario: Life or A&S
0.5 Insurance Council of British Columbia: Life or A&S
0.5 Insurance Councils of Saskatchewan: Life or A&S
0.5 Insurance Council of Manitoba: Life or A&S (41148)
0.5 FP Canada: Financial Planning
0.5 CIM/PFP Compliance
0.5 CFA: Standards, Ethics, Regulations
0.5 CPA: Verifiable Ethics CPD
0.5 Advocis: Structured Learning
0.5 Law Society of Ontario Substantive Hours


In the continuing saga of Client Focused Reforms, Part IV of the training series covers:

Financial Exploitation
Trusted Contact Persons
Temporary Holds

Note - This is one part of our four-part training series: Client Focused Reforms.

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.

CE Credits: 0.5 MFDA CE Activity Cod...: 1000003139 IIROC: 0.5 IIROC: Compliance (24-0597C) MFDA: 0.5 MFDA: Business Conduct 1000003139 FSRA: 0.5 Financial Services Regulatory Author... ICBC: 0.5 Insurance Council of British Columbi... ICS: 0.5 Insurance Councils of Saskatchewan: ... ICM: 0.5 Insurance Council of Manitoba: Life ... CFP / QAFP: 0.5 FP Canada: Financial Planning CIM / PFP: 0.5 CIM/PFP Compliance CFA: 0.5 CFA: Standards, Ethics, Regulations CPA: 0.5 CPA: Verifiable Ethics CPD Advocis: 0.5 Advocis: Structured Learning Law Society of ON: 0.5 Law Society of Ontario Substantive H...

Content
  • Chapter 4: Protecting older and vulnerable clients
  • Financial Exploitation, Vulnerable Clients and Mental Capacity (6:41)
  • Trusted contact person (10:42)
  • Temporary holds (13:57)
  • Chapter 4 Quiz: Protection of Older and Vulnerable Clients
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever