Industry Licenses

The basis of the entire Financial Advising industry in Canada is to ensure that qualified people are providing the advice to the Canadian Population. This is accomplished in 2 parts… First is to acquire a License to sell the products of the industry, and second is to continue their professional education to keep their knowledge base up to date.

The complication to this simple precept is the fact that Life Licenses are regulated by 11 independent Provincial Organizations, while two National organizations govern all Mutual Funds Licenses.

In an effort to simplify the different rules for each organization, we have compiled the following list to outline the License Renewal Dates, and CE Requirements for each License.

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Life Licenses

Mutual Fund License