knowledge topics
Protection from Unwanted Communications
KNOWLEDGE EXPECTED OF: Both CFP® Professionals and QAFPTM Professionals
- Define coercive tied selling.1
- Identify that coercive tied selling is prohibited in all jurisdictions under various statutory acts.
- Define relationship pricing.
- Compare coercive tied selling and relationship pricing.
- Identify the role of the Canadian Radio-television and Telecommunications Commission.2
- Identify the consumer protection measures overseen by the Canadian Radio-television and Telecommunications Commission.
- Canada Anti-Spam Legislation (CASL)
- National Do Not Call List
- Identify the constraints for sending commercial electronic messages under the Canada Anti-Spam Legislation (CASL).3
- Identify the sanctions that may be imposed for non-compliance of the Canada Anti-Spam Legislation (CASL).4
- Identify the phone numbers that may be registered on the National Do Not Call List.5
- Identify the organizations which are exempt from the National Do Not Call List.6
Glossary of Verbs (mouse over to see definition)
-
Define
To state exactly the meaning of
-
Identify
To be aware of / to recognize and correctly name / to locate an appropriate resource
-
Explain
To make clear the meaning of / to describe something in more detail or reveal relevant facts or ideas related to it
-
Compare
To note the similarities and differences between two or more things
-
Estimate
To determine an approximate value for
-
Calculate
To find the value using mathematics
-
Convert
To change from one form or purpose to another
-
Evaluate
To reach a conclusion or make a judgement through careful study
-
Interpret
To give the meaning of / to construe or understand / to translate orally

REFERENCES
- https://www.canada.ca/en/financial-consumer-agency/services/rights-responsibilities/rights-tied-selling.html
- http://crtc.gc.ca/eng/acrtc/acrtc.htm
- http://www.crtc.gc.ca/eng/com500/videot2.htm
- http://www.crtc.gc.ca/eng/com500/faq500.htm
- https://www.lnnte-dncl.gc.ca/en/Consumer/FAQ
- https://www.lnnte-dncl.gc.ca/en/Organization/Exemptions