CFP® Professionals
and FP Canada Level 1® Certificants in Financial Planning must
meet FP Canada's Professional Responsibility continuing education requirement.
Making Choices III: Ethics and Professional
Responsibility in Practice reviews the FPSC Standards of Professional
Responsibility and through the completion of three case studies, the learner is
able to put into practice the knowledge gained through the review.
Refreshments and healthy snacks (fruit, trail mix, etc.) will be provided. Parking and WIFI are free onsite.
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Part 1
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1:00pm
1:15pm
2:10
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Registration, Networking Introduction
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Ethics and Values
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FP Canada Standards of Professional Responsibility
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Ethical Dilemmas
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Common Advisor Justifications
Short Break
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Part 2 - Apply Your Knowledge
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2:20
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3 Case Studies:
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Group Discussion – Dilemma (20
minutes)
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Group Discussion – Rationale (20 minutes)
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Part 3 - Quizzes
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2:50
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3 Quizzes (5 minutes per quiz = 15 minutes total)
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Feedback/Rationale (5 minutes per quiz = 15 minutes total)
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Wrap Up for 3:30
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Pre-registration is required, so REGISTER TODAY by selecting
the REGISTER button and go through the registration process. There is a price
increase two days before the event, so register early.
Making Choices III hosted by
& our
2020 Platinum Sponsor
