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Application for a Professional Exemption in Fundamentals of Personal Financial Planning

To apply for a Professional exemption for Fundamentals of Personal Financial Planning complete this form and click ‘Submit’. The associated is fee is non-refundable, we recommend you review the Criteria for Requesting an Exemption

Click on the link to the

2017 Business Advisors Virtual Conference - Breaking Busy. Resilient Living in Crazy Times
course classroom

Looking for an energy boost? You’ve just found it! Join Linda for a hands-on, highly humorous ride that will re-focus, re-energize and re-invent how you see your life and your work. Her straight-shooting approach is packed with relevant, easy solutions that will enable you to take back your...

2017 Business Advisors Virtual Conference - Identifying and Engaging High-Value Prospects
course classroom

Re-focused and energized, you’re ready to take on the world, including finding and engaging high-value prospects. For some, prospecting generates a real buzz; for others, it’s daunting work. As a result, we either procrastinate about this key growth activity or classify it under “don’t have ...

2017 Business Advisors Virtual Conference - Juggling the Job: Growth, Credit Quality and Monitoring
course classroom

Juggling the demands of business development and monitoring can be challenging. In fact, it’s often seen as a trade-off. But growing and managing your portfolio doesn’t have to be mutually exclusive. Kristi Miller shares her approach to creating time for the key functions of growth while maint...

2017 Business Advisors Virtual Conference - Working with Executors for Successful Succession Planning
course classroom

The numbers are shocking. In a Canadian Federation of Independent Business survey, 77% of business owners said they planned to exit the business within the next ten years, yet only 9% had a formal succession strategy. Further, it’s estimated that 70% of Canadians don’t have a current and valid...

2019 CIPP/C Certification Training for Credit Union Privacy Officers
course classroom

Join CCUA and privacy expert Fazila Nurani (trainer) on November 12 and 13, 2019 in Toronto for an in-person training for certification as a Certified Information Privacy Professional/Canada (CIPP/C) through the International Association of Privacy Professionals (IAPP). Distinguish yourself i...

A Frontline Guide to the Mutual Fund Industry

According to The Investment Funds Institute of Canada, 33% (4.9 million) of Canadian households hold mutual funds. What’s more, half of mutual fund investors had less than $25,000 to invest when they first started using an advisor. So, the question becomes, how many of your members invest in m...

ABC's of Non-Financial Risk BPDP
course classroom

The quality of a management team has a big impact on a company’s ability to fulfill their financial obligations. Risk is not just about the numbers, there are essentially 4-itmes to look at when assessing non-financial risk:

  1. Management
  2. Industry
  3. Business Cycle...

Accredited Business Lender Learning Path

This activity allows learners to self-identify their intention to become an Accredited Business Lender.


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