The Only Constant is Change!

The most consistent thing about Compliance and Continuing Education within the Canadian Financial Services industry is change.  Unfortunately, these changes are a result of Advisors across the country, in every province and every city doing things that are not in the best interest of their clients.  Changes are made to strenthen the rules and requirements to help protect all advisors and all clients. 

Continuing Education is designed to provide advisors with the most up to date information, to put them in the best position to provide the best advice to their clients.

Click on the License or Designation below that you have. In each section, you will find the CE Requirements as well as a video that explains the CE Requirements in more detail. These videos are updated to provide you with the current CE Requirements for each Governing Body in Canada.

Provincial Life Licenses

Atlantic Canada Life Licenses
Quebec / CSF Life License
Ontario / FSRA Life License
Manitoba / ICM Life License
Saskatchewan / ICS Life License
Alberta / AIC Life License
British Columbia / ICBC Life License
Life - Atlantic Canada

The Short Answer

No CE Requirements are currently in place for Newfoundland, Nova Scotia, Prince Edward Island, or New Brunswick.

Watch the video above for the full detailed answer

Click Below to see the CE Requirements on the provincial websites

Life - Quebec - Le Chambre de Sécurité Financière (CSF)

The Short Answer

30 to 60 CE Credits are required every 2 years, based on the licenses you hold.   Your renwal date is December 1st of every odd numbered year.

Watch the video above for the full detailed answer

Click Below to see the CE Requirements on the CSF website

Life - Ontario - Financial Services Regulatory Authority of Ontario (FSRA)

The Short Answer

30 CE Credits are required every 2 years.   Your renwal date is based on either your original licensing date or your birthday.  Only you would know what this date is.

Watch the video above for the full detailed answer

Click Below to see the CE Requirements on the provincial websites

Life - Manitoba - Insurance Council of Manitoba (ICM)

The Short Answer

15 CE Credits are required every year.   Your annual renwal date is June 1st.

Watch the video above for the full detailed answer

Click Below to see the CE Requirements on the provincial websites

Life - Saskatchewan - Insurance Councils of Saskatchewan (ICS)

The Short Answer

15 CE Credits are required every year.   Your annual renwal date is based on your licensing date.

Watch the video above for the full detailed answer

Click Below to see the CE Requirements on the provincial websites

Life - Alberta - Alberta Insurance Council (AIC)

The Short Answer (Resident Agents)

15 CE Credits are required every year.   Your annual renwal date is July 1st.

Watch the video above for the full detailed answer

Click Below to see the CE Requirements on the provincial websites

Life - BC - Insurance Council of British Columbia (ICBC)

The Short Answer

15 CE Credits are required every year.   Your annual renwal date is June 1st.

Watch the video above for the full detailed answer

Click Below to see the CE Requirements on the provincial websites

Mutual Fund Licenses

IIROC Mutual Fund License
MFDA Mutual Fund License
MFDA - Mutual Funds License

The Short Answer

8 Business Conduct CE Credits are required every cycle.

20 Professional Development CE Credits are required every cycle.

2 MFDA Compliance Credits are required every cycle.

Your cycle renwal date is every 2 years on December 1st of odd numbered years.

Watch the video above for the full detailed answer

Click Below to see the CE Requirements on the MFDA website

IIROC - Mutual Funds License

The Short Answer

10 Compliance CECAP Credits are required every cycle.

20 Professional Development CECAP Credits are required every cycle.

Your cycle renwal date is every 2 years on December 1st of odd numbered years.

Watch the video above for the full detailed answer

Click Below to see the CE Requirements on the IIROC website

Canadian Professional Designations

FP Canada Designations
Advocis Designations
CSI Designations
Other Designations
FP Canada Designations - CFP & QAFP

The Short Answer

25 CE Credits per year.

2 Professional Responsibility CE Credits per year.

Your CE Credit Deadline is December 31st each year, however, your designation renewal date is April 1st each year.

Watch the video above for the full detailed answer

Click Below to see the CE Requirements on the FP Canada website

Advocis Designations - CLU, CH.F.C., CHS & PFA

The Short Answer

CLU: 30 CE Credits per calendar year, including at least 15 IAFE Accredited CE Credits

PFA: 20 CE Credits per calendar year, including at least 20 IAFE Accredited CE Credits

CH.F.C.: 10 CE Credits per calendar year, including at least 10 IAFE Accredited CE Credits

CHS: 10 CE Credits per calendar year, including at least 10 IAFE Accredited CE Credits

Your designation renewal date is December 31st each year.

Watch the video above for the full detailed answer

Click Below to see the CE Requirements on the Advocis website

CSI Designations - FCSI, PFP, CIM, CIWM & MTI

The Short Answer

FCSI: 12 CE Credits per calendar year.

PFP: 15 Professional Development CE Credits & 5 Ehics/Compliance CE Credits per calendar year.

CIM: 20 Professional Development CE Credits & 10 Compliance CE Credits per 2 year cyle.  Renewal Date is January 1st of all even number years.

CIWM: 9 Professional Development & 3 Compliance CE Credits per calendar year.

MTI: 12 CE Credits per calendar year.

Your designation renewal date is December 31st each year.

Watch the video above for the full detailed answer

Click Below to see the CE Requirements on the CSI website

FCSI  PFP  CIM  CIWM  MTI

Other Designations - RFP, EPC, STEP, etc

The Short Answer

There are many other Professional Designations in the Financial Planning / Advising industry.  Please check with their websites to find those CE Requirements.

Some of these designations have zero CE Requirements, while others may have up to 30 CE Credits required each year.

Watch the video above for the full detailed answer