Enhancing the professionalism of financial advisors in the best interests of the consumer

Continuing Education (CE) Accreditation

Update 2012 is accredited for 12 CE credits by Accreditation Services of The Institute:

Seminar Segment: Earn 6 CE credits for attending the full one-day seminar

For more on the practice competencies and practice behaviours addressed in this seminar, read The Institute’s CE Accreditation Decision Report for Update 2012 — Seminar.

Self-study Segment: Earn 6 CE credits for successful completion of the quiz.

For more on the practice competencies and practice behaviours addressed the self-study segment, read The Institute’s CE Accreditation Decision Report for Update 2012 — Self-study.

CE Accreditation Summary

Organizations
Requiring CE
Update 2012: Seminar CE based on full-day attendance Update 2012: Self-study
CE based on successful completion of quiz
Advocis® (Membership) 1 6 CE credits
Structured learning
6 CE credits
Structured learning
The Institute™  (CLU designation) 1 6 CE credits
including Ethics Credit
6 CE credits
including Ethics Credit
The Institute™  (CHS designation) 1 6 CE credits 6 CE credits
FPSC® (CFP® designation) 2 6 Verifiable CE credits 6 Verifiable CE credits
British Columbia Insurance Council 3 6 CE Technical credits 6 CE Technical credits
Alberta Insurance
Council 4
(Life and A&S )
6 CE credits 6 CE credits
Insurance Council of Saskatchewan 3 6 CE credits 6 CE credits
Insurance Council of Manitoba 5
(Life and A&S )
6 CE credits 6 CE credits
Financial Services Commission of Ontario 3 6 CE credits 6 CE credits
Chambre de la sécurité financière 6 6 PDUs
(3 in General, 2 in Insurance of Persons and 1 in Compliance)
6 PDUs
(3 in General, 2 in Insurance of Persons and 1 in Compliance)
IIROC (CECAP) 7 6 CE in Cycle 5
Professional Development
6 CE in Cycle 5
Professional Development


1 Advocis obtained CE Accreditation for this program from The Institute Accreditation Services. As a result, Advocis confirms that successful completion of this program can be claimed toward meeting the CE requirements for Advocis membership, CLU designation and CHS designation. 

2 Advocis believes that the education content in this program meets the continuing education guidelines set by the Financial Planning Standards Council (FPSC). It is the responsibility of the CFP professional to assess the appropriateness of this educational content for purposes of claiming CE credits. Claims for CE credits may be subject to review and approval by FPSC.

3 Based on the CE accreditation decision Advocis obtained from The Institute Accreditation Services Advocis believes this program can be claimed towards the CE requirement for this jurisdiction. It is the responsibility of the licensee to assess the appropriateness of this education for the purpose it is being claimed.  

4 Advocis has obtained an AIC code for this program, which is currently listed on the AIC website at http://www.abcouncil.ab.ca/. As a result, Advocis confirms that successful completion of this program can be claimed toward meeting the AIC CE requirement for Life and A&S insurance licenses.

5 Advocis obtained a CE code for this program from the Insurance Council of Manitoba, which is currently listed on the Insurance Council of Manitoba website at http://www.icm.mb.ca/. As a result, Advocis confirms that successful completion of this program can be claimed toward meeting the ICM CE requirement for Life and A&S insurance licenses.

6 Advocis obtained CE accreditation for this program from Chambre de la sécurité financière. Advocis confirms that successful completion of this program can be claimed toward meeting the Regulation of the Chambre de la sécurité financière respecting compulsory professional development for Quebec representatives.

7 Advocis has obtained CE accreditation for this program from CECAP. Advocis confirms that successful completion of this program can be claimed toward meeting the IIROC Professional Development CE requirement for Cycle 5.