CE Accreditation

CE Accreditation

2022-ADV-Update-Banner

SEMINAR

Organizations Requiring CE Update 2022: CE is based on attendance at both half sessions
Advocis® (Membership) 6 CE, including 1.5 Ethics
The Institute (CLU ®, CHS, PFA designation)1 6 CE, including 1.5 Ethics
FP Canada®2 4 Financial Planning, 1 Practice Management, 1 Product Knowledge
British Columbia Insurance Council3 6 CE, including 1.5 Ethics
Financial Services Regulatory Authority of Ontario3 6 CE, including 1.5 Ethics
Insurance Council of Saskatchewan 1 Ethics
Alberta Insurance Council4 3 Life, 3A&S
Insurance Council of Manitoba5 6 CE
Chambre de la sécurité financière6 2 Compliance, 2 GS, 2 IP
IIROC (CECAP Cycle 8)7 6 CE in PD
Law Society of Upper Canada8 6 CE, including 1.5 Ethics
Institut Quebecois de Planification financiere (IQPF) 4 SFPA, 2 SC
Mutual Fund Dealers Association of Canada (MFDA) 3 CE in PD, 1.5 Ethics, 1.5 BC
  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, PFA, and CHS designation.
  2. Advocis has obtained an FP Canada code for this program, which is currently listed on the FP Canada website at https://www.fpcanada.ca/cesearchtool.
  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 https://licensing.abcouncil.ab.ca/#!/cecourselookup.
  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 https://lms.icm.mb.ca/IcmPortal/Public/CourseSearch.
  6. Advocis obtained CE accreditation for this program from the 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 8 (January 1, 2020 to December 31, 2021). Seminar must be completed within the Cycle 8 timeline to qualify for CECAP credits.
  8. This program is eligible toward the Law Society’s CPD Requirement as Substantive Hours.  Please note that this program is not accredited for Professionalism Hours.

*Advocis has submitted applications with these jurisdictions to obtain accreditation and application approvals are pending. 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.

ADVANCED LEARNING MODULES

Organizations Requiring CE Module 1 Module 2 Module 3 Module 4
Advocis® Membership1 2 CE 2 CE 2 CE, Including 1 Ethics 2 CE
The Institute (CLU®, CHS, PFA designation) * 2 CE 2 CE 2 CE, Including 1 Ethics 2 CE
FP Canada®2 2 Financial Planning 2 Financial Planning 2 Financial Planning 2 Financial Planning
British Columbia Insurance Council3 2 CE 2 CE 2 CE, Including 1 Ethics 2 CE
Financial Services Regulatory Authority of Ontario3 2 CE 2 CE 2 CE, Including 1 Ethics 2 CE
Insurance Council of Saskatchewan  –  – 1  –
Alberta Insurance Council 1 Life 1 Life 1 Life, 1A&S 1 Life
Insurance Council of Manitoba5 2 CE 2 CE 2 CE 2 CE
Chambre de la sécurité financière6 2 GS 2 GS 2 Compliance 2 GS
IIROC accreditations 2 CE in PD 2 CE in PD 2 CE in CM 2 CE in PD
Law Society of Upper Canada7 2 CE 2 CE  2 CE, Including 1 Ethics 2 CE
Institut Quebecois de Planification financiere (IQPF) 2 SFPA 2 SFPA 2 SC 2 SFPA
Mutual Fund Dealers Association of Canada (MFDA) 2 CE in PD 2 CE in PD 1 Ethics; 1 BC 2 CE in PD
  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, PFA, and CHS designation.
  2. Advocis has obtained an FP Canada code for this program, which is currently listed on the FP Canada website at https://www.fpcanada.ca/cesearchtool.
  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 https://licensing.abcouncil.ab.ca/#!/cecourselookup.
  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 https://lms.icm.mb.ca/IcmPortal/Public/CourseSearch.
  6. Advocis obtained CE accreditation for this program from the 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. This program is eligible toward the Law Society’s CPD Requirement as Substantive Hours.  Please note that this program is not accredited for Professionalism Hours.
*Advocis has submitted applications with these jurisdictions to obtain accreditation and application approvals are pending. 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.