Additional Advisor Training Opportunities

Compliance Courses

BridgeForce is pleased to provide you access to the following Continuing Education courses from CLIFE Inc. at a 20% savings using coupon code BFG20. CLIFE is a Continuing Education Provider of insurance regulatory continuing education accreditation courses.

2 Course Package: Compliance Courses (anti-money laundering and privacy) – 2 credits

  • Provincial Life Credits: 2 credits in BC, AB, SK, MB, ON
  • CFP® Professionals: 2 credits (1 Financial Planning, 1 Practice Management)
  • Institute Credits: 2

This package contains two courses (provided by email as files to save or print) that will provide one credit each for anti-money laundering and privacy continuing education. These courses are compliance essentials for all financial services professionals:

Act on Money Laundering: An overview of FINTRAC anti-money laundering guidelines that pertain to suspicious transactions and their reporting requirements. The Course also provides a review of who is considered a Politically Exposed Foreign Person. 1 Credit.

Understanding Privacy: Key points of privacy legislation, protection of privacy, and privacy principles. Provides a review of PIPEDA legislation and other information relevant to financial service professionals. 1 Credit.

You will be required to answer 10 multiple choice questions for each course with a pass mark of 60% to obtain your continuing education credit. If needed, tests can be re-taken. When you submit and pass your CE Certificates are available on screen for immediate download.

Privacy Practices for the Financial Services – 3 credits

Professional Responsibility and Seniors: Advisor Guidance for Ethical Practice – 3 credits

Red Flags of Unethical Conduct: Case Studies Laid Open for Learning – 1 credit

The FINTRAC Files – 3 credits

How to order and access your course:

  • Simply go to http://www.clifece.ca, go to the catalogue, and then click “Add to Cart” for the desired course or courses. Enter the coupon shown and a 20% discount will be applied immediately.
  • Pay with a credit card. You’ll receive payment confirmation and links to your courses and tests instantly in your inbox. Courses can be viewed on screen, saved to your computer, or printed off. If needed, tests can be retaken.
  • When you pass, your Certificates are immediately available for download.
  • If you haven’t already done so, register at www.clifece.ca. You only need to do so once. We pull detail for your CE Certificates from the registration system.

Any problems, questions or technical issues can be directed to tap@clifece.ca or the chat service at www.clifece.ca or by phone to 905-731-4646. They respond to requests the same day.