Graduates in the News – Alec Lui, CLU, CHS, MFA-P

Congratulations to Alec Lui on the completion of the MFA-P Designation program! Alec started his career in 2020 as an advisor and in 2022 joined the insurance carrier as a wholesaler to partner with advisors to help Canadians protect what matters most to them. Hear what he has to say about his experience with the program:

“The MFA-P has added tremendous value to my knowledge and understanding towards strategic philanthropic planning to help us better guide our clients to their philanthropic goals.”

The MFA-P Program

The MFA-P™ provides specialized professional credentials to enable high-value philanthropic planning for individual and family legacies.

• Learn to have highly satisfying conversations with clients about charitable giving.
• Address their big fears: that gifts will not be used.
• Plan for solutions that are tax-efficient now and in the future.

After Graduation: Attestation to High Standards of Conduct

The MFA-P Program is about professionalism. All entrants to the program attest to high professional Standards of Conduct that include:

• Knowledge Mastery: Successful completion of the required courses within this specialized field of service.
• Professional Development: Good standing under the requirements of all professional industry designations and licenses held, including under this Knowledge Bureau program: At least 30 hours of continuing education is required in every 24-month period ending June 30; including Attestation to the Standards of Conduct. Formal recertification for re-licensing of the designation marks is required every two years. Graduates can view their progress on their official transcript displayed in the Graduate Lounge in their Knowledge Bureau virtual campus and in quarterly email notices.
• Ethical Conduct: No citations for unethical conduct of any kind, or unresolved client complaints received by this education institution. Various accreditors, including Knowledge Bureau, will require a public notice for unethical practices. Knowledge Bureau provides guidance on compliance requirements, regulation and best interest duties in a variety of ways including articles in Knowledge Bureau Report, and courses available through its continuing professional development activities.
• Re-Certification: There is a requirement to re-certify every two years by meeting your CE requirements of 30 CE credits as well as a re-certification fee of $395 by the end of June on your re-certification year.

Learn more and register!