Course Approvals
View Course CatalogA single CE Network course can satisfy multiple licensing and designation continuing education requirements for the same individual learner. For your convenience, we have provided an overview of course suitability in a table format below. The same information is available within each course description in the financial services catalog.
- ADVOCIS
- Alberta Insurance Council (AIC)
- Chambre de la Sécurité Financière (CSF)
- Financial Planners Standards Council (FPSC)
- Insurance Council of British Columbia (ICBC)
- Insurance Councils of Saskatchewan (ICS)
- Investment Industry Regulatory Organization of Canada (IIROC) (See note under this heading below)
- Insurance Council of Manitoba (ICM)
- Ontario Insurance Commission (OIC)
ADVOCIS
| ADVOCIS | ADVOCIS Credits |
| Applying Portfolio Diversification Strategies | 2 technical |
| Borrowing To Invest: Pay Down The Mortgage or Invest in an RRSP? | 2 - 1 technical and 1 general |
| Did Your Fund Manager Deliver? | 2 technical |
| Effective Estate Planning: An Overview | 2 technical |
| Effective Estate Planning: Reducing Taxes and Fees | 3 technical |
| Effective Use of Trusts | 3 technical |
| Ethics and the Financial Advisor | 4 ethics |
| Evaluating Mutual Funds | 2 techincal |
| Family Law and Financial Planning | 3 technical |
| Fraud and Money Laundering | 3 ethics |
| Interpreting the Andex Charts: How Historical Data Can Help Today's Investor | 4 - 2 technical and 2 general |
| Market Voodoo: Understanding Stock Market Anomalies | 3 technical |
| Mortgage Rate Determinants | 4 technical |
| Segregated Funds Strategies | 2 -1 technical and 1 general |
| The Retirement Plan - The Gateway to Becoming Your Clients' CFO | 3 general |
| The US Housing Crisis: Why It Won't Happen Here | 1 technical |
# CE Network courses listed above for technical credits all qualify as CFP TM technical credits.
ALBERTA INSURANCE COUNCIL (AIC)
| ALBERTA INSURANCE COUNCIL | AIC # | AIC Credits |
| Applying Portfolio Diversification Strategies | 6856 – Life | 2 |
| Borrowing To Invest: Pay Down The Mortgage or Invest in an RRSP? | 6857 – Life | 2 |
| Did Your Fund Manager Deliver? | 6858 – Life | 2 |
| Effective Estate Planning: An Overview | 6859 – Life | 2 |
| Effective Estate Planning: Reducing Taxes and Fees | 6861 – Life | 3 |
| Effective Use of Trusts | 6862 – Life | 3 |
| Ethics and the Financial Advisor | 6863 – Life, A&S | 4 |
| Evaluating Mutual Funds | 6864 – Life | 1 |
| Family Law and Financial Planning | 6865 – Life, A&S | 3 |
| Fraud and Money Laundering | 15999 – Gen., Life, A&S |
3 |
| Interpreting the Andex Charts: How Historical Data Can Help Today's Investor | 5744 – Life | 4 |
| Market Voodoo: Understanding Stock Market Anomalies | 6866 – Life | 3 |
| Segregated Funds Strategies | 6867 – Life | 2 |
| The Retirement Plan - The Gateway to Becoming Your Clients' CFO | 6855 – Life | 3 |
CHAMBRE DE LA SÉCURITÉ FINANCIÈRE (CSF)
| CHAMBRE DE LA SÉCURITÉ FINANCIÈRE (CSF) | CSF # | CSF Credits/PDUs |
Applying Portfolio Diversification Strategies
|
18372 | 2 |
Borrowing To Invest: Pay Down The Mortgage or Invest in an RRSP?
|
18378 | 2 |
Did Your Fund Manager Deliver?
|
18382 | 2 |
Effective Estate Planning: An Overview
|
18379 | 2 |
Effective Estate Planning: Reducing Taxes and Fees
|
18380 | 3 |
Effective Use of Trusts
|
18383 | 3 |
Ethics and the Financial Advisor
|
18385 | 4 |
Evaluating Mutual Funds
|
18384 | 2 |
Family Law and Financial Planning
|
18375 | 3 |
Fraud and Money Laundering
|
19868 | 3 |
Interpreting the Andex Charts: How Historical Data Can Help Today's Investor
|
18386 | 4 |
Market Voodoo: Understanding Stock Market Anomalies
|
18381 | 2 |
Mortgage Rate Determinants
|
18187 | 4 |
Segregated Funds Strategies
|
18376 | 2 |
The Retirement Plan - The Gateway to Becoming Your Clients' CFO
|
18377 | 3 |
The U.S. Housing Crisis: Why it Won't Happen Here
|
18526 | 1 |
FINANCIAL PLANNERS STANDARDS COUNCIL (FPSC)
Individuals intending to earn credits to satisfy their annual CFP TM requirements can use any ADVOCIS-approved course.
CE Network's ADVOCIS-approved courses whose ADVOCIS-assigned course number begins with CET qualify as 'technical credits'. ADVOCIS is a participating member of the FPSC.
INSURANCE COUNCIL OF BRITISH COLUMBIA (ICBC)
The Insurance Council of British Columbia does not pre-approve any courses or providers. Licensees are urged to review the terms for suitable courses at http://www.insurancecouncilofbc.com/PublicWeb/ContinuingEducation.html.
CE Network courses have been used by hundreds of British Columbia licensees since 2001.
INSURANCE COUNCILS OF SASKATCHEWAN (ICS)
| INSURANCE COUNCILS OF SASKATCHEWAN (ICS) | Credits |
| Applying Portfolio Diversification Strategies | 2 |
| Borrowing To Invest: Pay Down The Mortgage or Invest in an RRSP? | 2 |
| Did Your Fund Manager Deliver? | 2 |
| Effective Estate Planning: An Overview | 2 |
| Effective Estate Planning: Reducing Taxes and Fees | 3 |
| Effective Use of Trusts | 3 |
| Ethics and the Financial Advisor | 4 |
| Evaluating Mutual Funds | 2 |
| Family Law and Financial Planning | 3 |
| Fraud and Money Laundering | 3 |
| Interpreting the Andex Charts: How Historical Data Can Help Today's Investor | 4 |
| Market Voodoo: Understanding Stock Market Anomalies | 3 |
| Mortgage Rate Determinants | 4 |
| Segregated Funds Strategies (* See Note Below) | 2 |
| The Retirement Plan - The Gateway to Becoming Your Clients' CFO | 3 |
| The US Housing Crisis: Why It Won't Happen Here | 1 |
* CE Network's course in Segregated Funds Strategies meets ICS mandatory requirement for segregated funds sales agents
INSURANCE COUNCIL OF MANITOBA (ICM)
| INSURANCE COUNCIL OF MANITOBA (ICM) | Credits |
| Effective Estate Planning: An Overview | 2 |
| Effective Estate Planning: Reducing Taxes and Fees | 3 |
| Ethics and the Financial Advisor | 4 |
| Family Law and Financial Planning | 3 |
| Fraud and Money Laundering | 3 |
| Market Voodoo: Understanding Stock Market Anomalies | 3 |
| Segregated Funds Strategies | 2 |
INVESTMENT INDUSTRY REGULATORY ORGANIZATION OF CANADA (IIROC)
Our Courses are not CECAP pre-approved; although, we have identified below which courses are suitable for meeting IIROC MCE requirements. We recommend you check with your firm's compliance or training officer prior to course enrolment to ensure course credit acceptance by your firm.
| INVESTMENT INDUSTRY REGULATORY ORGANIZATION OF CANADA (IIROC) | Compliance | Professional Development |
| Applying Portfolio Diversification Strategies | 2 | |
| Borrowing To Invest: Pay Down The Mortgage or Invest in an RRSP? | 2 | |
| Did Your Fund Manager Deliver? | 2 | |
| Effective Estate Planning: An Overview | 2 | |
| Effective Estate Planning: Reducing Taxes and Fees | 3 | |
| Effective Use of Trusts | 3 | |
| * Ethics and the Financial Advisor | 4 | 4 |
| Evaluating Mutual Funds | 2 | |
| Family Law and Financial Planning | 3 | |
| * Fraud and Money Laundering | 3 | 3 |
| Interpreting the Andex Charts: How Historical Data Can Help Today's Investor | 4 | |
| Market Voodoo: Understanding Stock Market Anomalies | 3 | |
| Segregated Funds Strategies | 2 | |
| The Retirement Plan - The Gateway to Becoming Your Clients' CFO | 3 |
* Can be used for either category but not both within the same cycle.
ONTARIO INSURANCE COMMISSION (OIC)
The Ontario Insurance Commission (OIC), which is responsible for Ontario life insurance licensees does not pre-approve any courses or providers. They recommend relying on associations such as ADVOCIS for identifying reliable providers.
Source: http://www.fsco.gov.on.ca/
