CPD status: Mandatory · Reviewed 2026-08-02
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 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 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.
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.
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.
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 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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