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This page outlines all the presentations and tools on this site that are eligible for CE credits.

If you wish to receive CE credits, please fill out the online CE credit quiz, where applicable, after you have gone through a presentation or workbook.

Please refer to the table below for specific CE credit values.

If you have any questions please email [email protected].


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IIROC* CSF AIC ICM CREDIT HOURS**

Client Discovery
Presentation | Quiz

1 PD 1 Brokerage 1 Life 1 hour 1 hour

Financial Leadership
Workbook | Quiz

3 PD 3 General 3 Life 3 hours 3 hours

Growth Imperative
Presentation | Quiz

1 PD 1 Brokerage 1 Life 1 hour 1 hour

Leading the Retirement Transition
Presentation | Quiz

1 PD 1 General 1 Life 1 hour 1 hour

Personal Branding for Financial Advisors
Presentation and Workbook | Quiz

5 PD N/A 5 Life 5 hours 5 hours

**hours may be used towards designations like CFP and Advocis membership

IIROC = Investment Industry Regulatory Organization of Canada
CSF = Chambre de la sécurité financière
AIC = Alberta Insurance Council
ICM = Insurance Council of Manitoba

       

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