Home CE Accreditation
Organizations Requiring CE | Update 2023: CE is based on attendance at both half sessions |
---|---|
Advocis® (Membership) | Pending |
The Institute™ (CLU ®, CHS™, PFA™ designation)1 | Pending |
FP Canada®2 | Pending |
British Columbia Insurance Council3 | Pending |
Financial Services Regulatory Authority of Ontario3 | Pending |
Insurance Council of Saskatchewan | Pending |
Alberta Insurance Council4 | Pending |
Insurance Council of Manitoba5 | Pending |
Chambre de la sécurité financière6 | Pending |
IIROC (CECAP Cycle 8)7 | Pending |
Law Society of Upper Canada8 | Pending |
Institut Quebecois de Planification financiere (IQPF) | Pending |
Mutual Fund Dealers Association of Canada (MFDA) | Pending |
*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.
Organizations Requiring CE | Module 1 | Module 2 | Module 3 | Module 4 |
---|---|---|---|---|
Advocis® Membership1 | Pending | Pending | Pending | Pending |
The Institute™ (CLU®, CHS™, PFA™ designation) * | Pending | Pending | Pending | Pending |
FP Canada®2 | Pending | Pending | Pending | Pending |
British Columbia Insurance Council3 | Pending | Pending | Pending | Pending |
Financial Services Regulatory Authority of Ontario3 | Pending | Pending | Pending | Pending |
Insurance Council of Saskatchewan | Pending | Pending | Pending | Pending |
Alberta Insurance Council4 | Pending | Pending | Pending | Pending |
Insurance Council of Manitoba5 | Pending | Pending | Pending | Pending |
Chambre de la sécurité financière6 | Pending | Pending | Pending | Pending |
IIROC accreditations | Pending | Pending | Pending | Pending |
Law Society of Upper Canada7 | Pending | Pending | Pending | Pending |
Institut Quebecois de Planification financiere (IQPF) | Pending | Pending | Pending | Pending |
Mutual Fund Dealers Association of Canada (MFDA) | Pending | Pending | Pending | Pending |
Click below to download resources.
Contact Maja Golich, Education Coordinator at mgolich@advocis.ca.
Click below to download resources.
Contact Maja Golich, Education Coordinator at mgolich@advocis.ca.
Click below to download resources.
Contact Maja Golich, Education Coordinator at mgolich@advocis.ca.
Click below to download resources.
Contact Maja Golich, Education Coordinator at mgolich@advocis.ca.
Click below to download resources.
Contact Maja Golich, Education Coordinator at mgolich@advocis.ca.
Click below to download resources.
Contact Maja Golich, Education Coordinator at mgolich@advocis.ca.
Join us for another year of benefits, resources, and
access to your professional association.
Click below to download resources.
Send an email to ce@advocis.ca.
Click below to download resources.
Contact Sue Bailey, Education Coordinator at mgolich@advocis.ca.
Click below to download resources.
Contact Maja Golich, Education Coordinator at mgolich@advocis.ca.
Click below to download resources.
Contact Maja Golich, Education Coordinator at mgolich@advocis.ca.
Click below to download resources.
Contact Maja Golich, Education Coordinator at mgolich@advocis.ca.
Start strong in your career as an advisor with the advantage of the PFA designation.
Registration for the Fall 2021 Semester is NOW AVAILABLE.
Our Registration Portal is undergoing maintenance. You may experience issues when registering for a course or program.
Please email Member Services or call us at 1-877-773-6765 for assistance.
Develop the skills to build and express the value of your advice
with the PFA designation.
Registration for the Fall 2021 Semester is NOW AVAILABLE.
NOTICE: We are currently experiencing a technical issue with our course registration system. Our support team is working diligently to resolve this problem and we expect to restore service shortly. If you require immediate assistance with course registration, please contact our Member Services team via email at info@advocis.ca
NOTICE: We are currently experiencing a technical issue with our course registration system. Our support team is working diligently to resolve this problem and we expect to restore service shortly. If you require immediate assistance with course registration, please contact our Member Services team via email at info@advocis.ca.
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