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

CE Requirements

Maintaining Advocis membership, insurance, mutual funds, and securities licenses, and professional designations, often requires financial advisors and planners to meet a specified professional development requirement; most of which include prescribed Continuing Education (CE) credit hour minimums per reporting period.  This ongoing commitment to continuous learning ensures that knowledge and competence remains current.

Check out these links to find out more about the CE requirements for:

Advocis membership

Provincial life insurance and securities licenses


Advocis has made tracking your CE credits easy for both members and non-members – click here to find out how you can easily track your CE credits with Advocis’ free tool.