CIRO Course ID:
26-0609CP
MFD Course ID:
1000011234
Power of Attorney, Protection Mandates and Trusted Contact Person: The Basics
Cycle 11
Learn or refresh your knowledge about Powers of Attorney (POAs) and Protection Mandates (Quebec), featuring you, our “owl”, and the “tree of life.” Explore the new obligations to collect a Trusted Contact Person (TCP), understand how a TCP differs from a POA or Mandatary, and learn to identify red flags of TCP, POA, and Mandatary abuse.
CIRO Course Credits:
1.75 hrs / CM (Compliance) or PD (Professional Development)
MFD Course Credits:
1.75 hrs / BC Non-ethics
Format:
Micro-learning videos (3-5 mins) with 30 minute assignment and mini quizzes throughout
$40
CIRO
Accreditation with Certificate of Completion provided.
Bulk purchase discount
For start-ups or businesses on a budget, our courses can be purchased in bulk at a discounted rate. Contact us for more information.
