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The Personal Financial Planner's Manual™ - Electronic Update Service

The Personal Financial Planner's Manual™ - Electronic Update Service

  • $22500


Updating of The Manual

This is the electronic version of the Personal Financial Planner's Manual™ Update Service.

The Update Service is only available to previous purchasers of the Personal Financial Planner's Manual™.

The Manual is updated four times per year to keep you abreast of current developments.

Electronic Version of the Manual (eManual)

Your license to use the Manual for one year includes the quarterly updates. We notify you when an update is available for you to download. When your license is up for renewal, we will email you an order form.

The renewal of an annual license, which includes quarterly updates costs $225. For residents of all provinces and territories that levy HST, plus Newfoundland and Labrador, the purchase price is subject to HST. For residents of other provinces and territories, it is only subject to GST.

Using the Manual for Continuing Education Requirements

The Personal Financial Planner's Manual is a reference guide which we offer that is updated four times each year. Each of these updates contains a course called The Current Developments in Personal Financial Planning.

Completion of each course requires reading the contents of the quarterly update to The Manual and correctly answering 70% or more of the questions on a multiple-choice examination. The exams can be written in your home or office.

We recommend 5 hours of continuing education credits for each offering of the Current Developments.

The Current Developments can be used for various designations, but is most often used for the CFP®. According to the FPSC® Continuing Education Guidelines, you are required to obtain 25 Verifiable credits each calendar year. A minimum of 10 of your CE credits must be obtained under the Financial Planning Category.

The Financial Planning Category is continuing education that addresses one or more aspects of the Competency Profile, including the financial planning components, professional skills and technical knowledge.

If you complete the Current Developments for each of the four updates each year, you will have satisfied your requirement for 24 Verifiable Credits under the Financial Planning Category. You will still have to obtain 1 credit in the Professional Responsibility category from another course provider.

So, not only does our PFP Manual provide you with a valuable reference tool, but it can also cover 24 Verifiable Credits of your CE requirements for the year for less cost than most other CE activities.

The Manual is updated four times per year to keep you abreast of current developments.

 Trade Mark

 The Personal Financial Planner's Manual™ is a trade mark of D. R. Gobeil & Associates Ltd.

 


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