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PACKAGE: CE Compliance for Mutual Fund Dealers

Biennial Compliance Training for Mutual Fund Dealers

7curated courses
+
30.5CPD hours
=
1consolidated certificate
5.0
(26)
·schedule30.5 CPD hrs·Appropriate for all levels·Published Mar 31, 2025
Most popular package
If you bought each course individuallyCA$1,089
This packageCA$268
You save CA$821 (75% off)

Get a certificate the moment you finish.

auto_awesomeCPD Unlimited Pass
Get more coursesUnlimited access to every course on the platform
verified_user10-day money-back·boltInstant access
Most popular package
If you bought each course individuallyCA$1,089
This packageCA$268
You save CA$821 (75% off)

Get a certificate the moment you finish.

auto_awesomeCPD Unlimited Pass
Get more coursesUnlimited access to every course on the platform
verified_user10-day money-back·boltInstant access

Credit Information

Do you have questions about your organization's requirements? Read Requirements
The convenience pitch

What This Package Replaces

You already know what you need to do. The package collapses every step into one purchase.

Without this package

Searching, tracking, filing — 7 times.

  • closeSearch the catalog of 7 courses to find the ones that match your requirements
  • closeBuy 7 separate courses — at CA$1,089 if you assembled it yourself
  • closeTrack progress across 7 separate enrollments and dashboards
  • closeDownload 7 different certificates and combine them yourself
→
With this package

One purchase. One certificate. Done.

  • checkOne purchase — CA$268 for the whole package
  • checkOne progress tracker for all 7 courses
  • checkOne certificate — covers all 7 courses
  • checkTailored to your professional body's requirements
Coverage

Categories & CPD Hours

Structured around your CPD requirements.

Categories covered

  • checkCommercial Insurance
    8.5 hrs
  • checkInsurance Brokers - Management
    5 hrs
  • checkFinancial Planning
    5 hrs
  • checkRisk Management Principles
    5 hrs
  • checkGeneral (Property & Casualty) Insurance
    4 hrs
  • checkEthics & Legal Compliance for Insurance Professionals
    1 hr
One certificate, all 30.5 hours

Instant, in the format your professional body expects

Most providers issue you a stack of 7 separate PDFs. We issue one consolidated certificate that lists every topic, hours per topic, and totals — exactly what your professional body needs to file. Per-course certificates are still available if you prefer.

  • checkSingle PDF lists all 7 topics & 30.5 hours
  • checkVerification ID on every certificate
  • checkCertificates stored for life
×7
Without package
→
CPD certificate
PACKAGE: CE Compliance for Mutual Fund Dealers7 courses · 30.5 CPD hrs
verified
With this package
7 courses · 30.5 CPD hours

Package Content

Each course is a standalone module.

If purchased separately: CA$1,089Package: CA$268You save CA$821
About

Description

This package provides comprehensive training on critical compliance topics for mutual fund dealers. It covers ethical decision-making, anti-money laundering obligations, financial principles, and professional responsibilities in the financial services industry. Designed to enhance regulatory understanding and risk management, this package ensures mutual fund dealers remain compliant while effectively serving their clients.

Credit Outline:

  • 2 BC - Ethics
  • 8 BC - Other
  • 20 PD

Please be advised that the courses hosted by LearnFormula in this package belong to, and have been accredited by, Pro-Seminars Ltd. Courses in this package are accredited for MFDA CE hours.

Additionally, MFD Compliance (MC) Credits must be obtained by completing continuing education activities specifically created and designated by CIRO for MFD Compliance Credits.

Instructors

Pro Seminars
Pro SeminarsWe will continue to provide high quality education, training and materials at the lowest price possible in Canada
57 courses·26 reviews
verified_user

10-day money-back, even if you've started.

If it's not the right fit, you have 10 days to request a refund. Any certificates you earn remain valid for the duration of your active package.

FAQ

Questions Students Usually Ask

This package is a bundle of pre-selected courses designed to cover specific topics and credit requirements. You can view the full list under the Courses Included section on this page, and click on any title to see detailed course information. In addition, you'll receive unlimited access to our entire course library, so you're not limited to just the courses included in the package.

Stop Searching. Get this Package.

30.5 CPD hours, one certificate, 10-day money-back.

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boltInstant certificate·
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