Home CE Accreditation
Organizations Requiring CE | Update 2023: CE is based on attendance at both half sessions |
---|---|
Advocis® (Membership) | 6 CE |
The Institute™ (CLU ®, CHS™, PFA™ designation)1 | 6 CE, including 1 Ethics |
FP Canada®2 | 4 FP, 1 PM, 1 Product |
British Columbia Insurance Council3 | 6 CE |
Financial Services Regulatory Authority of Ontario3 | 6 CE |
Insurance Council of Saskatchewan | Pending |
Alberta Insurance Council4 | 4 Life, 2 A&S |
Insurance Council of Manitoba5 | 6 CE |
Chambre de la sécurité financière6 | 1 CO, 3 GS, 1 IP, 1 MF |
IIROC (CECAP Cycle 8)7 | 6 PD |
Law Society of Upper Canada8 | 6 CE |
Institut Quebecois de Planification financiere (IQPF) | Pending |
Mutual Fund Dealers Association of Canada (MFDA) | 5 PD, 1 BC – Ethics |
*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 | 2 CE | 2 CE | 2 CE | 2 CE |
The Institute™ (CLU®, CHS™, PFA™ designation) * | 2 CE | 2 CE | 2 CE | 2 CE, inc. 1 Ethics |
FP Canada®2 | 2 FP | 2 FP | 2 FP | 1 FP, 1 Product |
British Columbia Insurance Council3 | 2 CE | 2 CE | 2 CE | 2 CE |
Financial Services Regulatory Authority of Ontario3 | 2 CE | 2 CE | 2 CE | 2 CE |
Insurance Council of Saskatchewan | – | – | – | Pending |
Alberta Insurance Council4 | 2 Life | 1 Life, 1 A&S | 2 Life | 2 Life |
Insurance Council of Manitoba5 | 2 CE | 2 CE | 2 CE | 2 CE |
Chambre de la sécurité financière6 | 2 GS | 1 GS, 1 IP | 2 GS | 1 CO, 1 IP |
IIROC accreditations | 2 PD | 2 PD | 2 PD | 2 PD |
Law Society of Upper Canada7 | 2 CE | 2 CE | 2 CE | 2 CE |
Institut Quebecois de Planification financiere (IQPF) | Pending | Pending | Pending | Pending |
Mutual Fund Dealers Association of Canada (MFDA) | 2 PD | 2 PD | 2 PD | 1 PD, 1 BC – Ethics |
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