Patrimoine Manuvie Programme de formation de 90 jours (ACFM)

Bienvenue au programme de formation de 90 jours de Patrimoine Manuvie à l'intention des conseillers qui étaient auparavant inscrits comme représentants de MSISI et qui sont passés au courtier en épargne collective de Patrimoine Manuvie sous l'égide de l'OCRCI.

Ce cours exhaustif couvre le contenu requis pour tous les conseillers en fonds communs de placement et les assistants autorisés qui exercent leurs activités sur une seule plateforme de courtage en valeurs mobilières, comme celle de Patrimoine Manuvie.


20 IIROC: Professional Development (24-0622P) + 10 IIROC: Compliance (24-0621C)
20 MFDA: Professional Development (1000006028) + 6 MFDA: BC Non-Ethics and 2 Ethics (1000006027)
20 Financial Services Regulatory Authority of Ontario: Life or A and S
20 Insurance Council of British Columbia: Life or A and S
20 Insurance Councils of Saskatchewan: Life or A and S
20 Insurance Council of Manitoba Life or A and S (43874)
20 FP Canada - 6 Professional Development, 4 Practice Management, 10 Financial Planning
10 CIM/PFP Compliance, 20 CIM/PFP Professional Development
10 CFA: Standards, Ethics, Regulations
10 CPA: Verifiable Ethics CPD
20 Advocis: Structured Learning

Manulife 90 Day French (MFDA)
Patrimoine Manuvie Programme de Formation de 90 jours (MFDA)

Welcome to Manulife Wealth’s 90-Day Training Program for advisors who were formerly registered as MSISI dealing representatives and moved to Manulife Wealth’s mutual fund dealer under CIRO.

This extensive course covers content required for all mutual fund advisors and licensed assistants operating on a single Investment Dealer Platform, such as Manulife Wealth.