Continuing Education – Proficiency Matters

To meet the annual continuing educational (CE) requirements for the Chartered Life Underwriter (CLU®), Professional Financial Advisor (PFA™), and Certified Health Specialist (CHS™), bundled courses offer a convenient solution. These bundles are tailored to the specific needs of each designation, providing all the necessary CE credits in one package. This approach simplifies the process, saving time and effort while ensuring designation holders stay updated with the latest industry knowledge and skills throughout the year.

Please note: All CE Bundles registrations are available until November 15, 2024

CLU Continuing Education Bundle

Receive 30 Continuing Education (CE) requirements in one convenient bundle, tailored for CLU designation holders.

CLU Designation Holders:

Exclusive registration link for CLU designation holders to access tailored courses designed to meet annual CE requirements.

Non-CLU Designation Holders:

Not a CLU designation holder? Register here for access to courses designed for other financial professionals seeking to fulfill their CE requirements

Self-Study

Advocis offers these modules online. Candidates can complete the learning at their own pace within the 365-day window for each module completion.

Pre-requisite:

There are no pre-requisites required.

Features:

365-day window for completion of the bundle
CE credits for each course are automatically added to your CE Tracker upon completion
You have the option to complete any or all CE courses in 2024 and/or 2025 (must be completed before enrollment period ends)

CE Credits

The Institute for Advanced Financial Education: 30 (4 Ethics)
Alberta Insurance Council (AIC): 30
Insurance Councils of Saskatchewan (ICS): 30
Insurance Council of Manitoba (ICM): 30
Insurance Corporation of British Columbia (ICBC): 30
Mutual Fund Dealers Association (MFDA): 1 Practice Development and 16.5 Business Conducts – Ethics CE

Candidates seeking CE or PDU credits for professional designations or organizations (including The Institute™) should contact the governing body for confirmation of CE/PDU qualification.

Pricing

Special 100 Year Anniversary pricing for CLU Designation Holders!

Advocis Member price: $450 (add GST/HST)

CLU Designation Holder and Advocis Members: $399 (add GST/HST)

CLU Designation Holder and Non-Members: $699 (add GST/HST)

Non-Members: $750 (add GST/HST)

All CE Bundle purchases are non-refundable

CLU Continuing Education Bundle:

The following courses will be included in the CLU CE Bundle:

CLU Continuing Education (CE) Bundle
Working with Senior Clients – CE: 2 (1 Ethics)	Ethics and Social Media – CE: 2 (2 Ethics)	Compliance Toolkit Bundle (3 Courses) – CE 6
Risk Management Bundle (6 Courses) – CE: 9	Essentials of Life Transfers Bundle (2 Courses) – CE: 4	Essentials of Buy Sells Bundle (2 Courses) – CE: 4
Mental Health and the Financial Advice Relationship – CE: 1 (1 Ethics)	Long Term Care Client Conversations – CE: 2

PFA Continuing Education Bundle

Receive 20 Continuing Education (CE) requirements in one convenient bundle, tailored for PFA designation holders.

PFA Designation Holders:

Exclusive registration link for PFA designation holders to access tailored courses designed to meet annual CE requirements.

Non- PFA Designation Holders:

Not a PFA designation holder? Register here for access to courses designed for other financial professionals seeking to fulfill their CE requirements

Self-Study

Advocis offers these modules online. Candidates can complete the learning at their own pace within the 365-day window for each module completion.

Pre-requisite:

There are no pre-requisites required.

Features:

365-day window for completion of each module
Online multiple-choice quizzes
CE credits for each course are automatically added to your CE Tracker upon completion
You have the option to complete any or all CE courses in 2024 and/or 2025 (must be completed before enrollment period ends)

CE Credits

The Institute for Advanced Financial Education: 20 (2 Ethics)
Alberta Insurance Council (AIC): 20
Insurance Councils of Saskatchewan (ICS): 20
Insurance Council of Manitoba (ICM): 20
Insurance Corporation of British Columbia (ICBC): 20
Mutual Fund Dealers Association (MFDA): 1 Practice Development and 16.5 Business Conducts – Ethics CE

Candidates seeking CE or PDU credits for professional designations or organizations (including The Institute™) should contact the governing body for confirmation of CE/PDU qualification.

Pricing

Advocis Member price: $300 (add GST/HST)

PFA Designation Holder and Advocis Members : $250 (add GST/HST)

PFA Designation Holder and Non-Members : $450 (add GST/HST)

Non-Members : $500 (add GST/HST)

All CE Bundle purchases are non-refundable

PFA Course Bundle:

The following courses will be included in the PFA CE Bundle:

PFA Continuing Education Bundle:

The following courses will be included in the PFA CE Bundle:

PFA Continuing Education (CE) Bundle
Working with Senior Clients – CE: 2 (1 Ethics)	Ethics and Social Media – CE: 2 (2 Ethics)	Compliance Toolkit Bundle (3 Courses) – CE: 6
Risk Management Bundle (6 Courses) – CE 9	Mental Health and the Financial Advice Relationship – CE: 1 (1 Ethics)

CHS Continuing Education Bundle

Receive 10 Continuing Education (CE) requirements in one convenient bundle, tailored for CHS designation holders.

CHS Designation Holders:

Exclusive registration link for CHS designation holders to access tailored courses designed to meet annual CE requirements.

Non-CHS Designation Holders:

Not a CHS designation holder? Register here for access to courses designed for other financial professionals seeking to fulfill their CE requirements

Self-Study

Advocis offers these modules online. Candidates can complete the learning at their own pace within the 365-day window for each module completion.

Pre-requisite:

There are no pre-requisites required.

Features:

365-day window for completion of each module
Online multiple-choice quizzes
CE credits for each course are automatically added to your CE Tracker upon completion
You have the option to complete any or all CE courses in 2024 and/or 2025 (must be completed before enrollment period ends)

CE Credits

The Institute for Advanced Financial Education: 10 (1 Ethics)
Alberta Insurance Council (AIC): 10
Insurance Councils of Saskatchewan (ICS): 10
Insurance Council of Manitoba (ICM): 10
Insurance Corporation of British Columbia (ICBC): 10
Mutual Fund Dealers Association (MFDA): 1 Practice Development and 9 Business Conducts – Ethics CE
Candidates seeking CE or PDU credits for professional designations or organizations (including The Institute™) should contact the governing body for confirmation of CE/PDU qualification.

Candidates seeking CE or PDU credits for professional designations or organizations (including The Institute™) should contact the governing body for confirmation of CE/PDU qualification.

Pricing

Advocis Member price: $150 (add GST/HST)

CHS Designation Holder and Advocis Members : $100 (add GST/HST)

CHS Designation Holder and Non-Members : $250 (add GST/HST)

Non-Members : $300 (add GST/HST)

All CE Bundle purchases are non-refundable

CHS Course Bundle:

The following courses will be included in the CHS CE Bundle:

CHS Continuing Education (CE) Bundle
Working with Senior Clients – CE: 2 (1 Ethics)	Ethics and Social Media – CE: 2 (2 Ethics)	Compliance Toolkit Bundle (3 Courses) – CE: 6