CPD status: Mandatory · Reviewed 2026-08-02
A free, CPD-accredited self-paced course on the fundamentals of will and estate planning, taught by Ontario estate lawyer and Osgoode Hall adjunct professor Jordan Atin, covering will scenarios, gifts, and the will-planning process.
Reviews why ethical practice matters for both the individual practitioner and their firm, with a retail-focused case study and a review of current regulatory expectations for ethical conduct.
Uses real-world scenarios and practical frameworks to help finance and accounting professionals evaluate, build and sustain an ethical culture and navigate workplace ethical challenges.
Explores the nature and role of ethics in financial services, including industry values, ethical decision-making frameworks, ethical dilemmas, and how ethical behaviour builds trust in client relationships.
A case-study based FP Canada-approved CE course examining real breaches of the Code of Ethics, covering conflict of interest, suitability, record keeping, fair dealing and independence & objectivity; a final exam is required to earn the certificate.
Covers the rules, regulations, practices and ethics set by provincial securities administrators and CIRO, giving advisors and representatives a clear, current understanding of Canada's regulatory conduct requirements.
A self-paced Canadian program covering estate planning basics, will validity and probate, and trust fundamentals including trust categories and income distribution, with an optional path toward an Accredited Beneficiary designation.
A professional development program from Osgoode Hall Law School's continuing education division covering core and complex issues in wills, trusts, and estate administration, deliverable on its own or as part of a broader Wills and Estates intensive.
A self-paced online course hosted in the CFA Institute Ethics Learning Lab that uses real-world scenarios and case studies to build skills in applying an Ethical Decision-Making Framework, earning 1.5 hours of professional learning credit.
Summary of FP Canada's CE policy — confirm current category minimums with FP Canada.
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