Course Approvals

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A 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)
Institut Québécois de Planification Financière (IQPF)
Insurance Council of British Columbia (ICBC)
Insurance Councils of Saskatchewan (ICS)
Investment Dealers Association (IDA)
Insurance Council of Manitoba (LICM)
Ontario Insurance Commission (OIC)

ADVOCIS

ADVOCIS	ADVOCIS #	ADVOCIS Credits
Applying Portfolio Diversification Strategies	CET070016	2
Borrowing To Invest: Pay Down The Mortgage or Invest in an RRSP?	CEG070017/CET070018	2
Did Your Fund Manager Deliver?	CET070019	2
Effective Estate Planning: An Overview	CET070020	2
Effective Estate Planning: Reducing Taxes and Fees	CET070021	3
Effective Use of Trusts	CET070022	3
Ethics and the Financial Advisor	CEE070023	4
Evaluating Mutual Funds	CET070024	2
Family Law and Financial Planning	CET070025	3
Fraud and Money Laundering	CEE070026	3
Interpreting the Andex Charts: How Historical Data Can Help Today's Investor	CEG070027/CET070028	4
Market Voodoo: Understanding Stock Market Anomalies	CET070029	3
Mortgage Rate Determinants	CET071778	4
Segregated Funds Strategies	CET070030	2
Tax-Effective Investing: Meeting the Needs of Affluent Clients	CET070031	2
The Retirement Plan - The Gateway to Becoming Your Clients' CFO	CET070032	3

* CE Network courses all qualify as CFP TM technical credits.

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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	Not yet approved
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
Tax-Effective Investing: Meeting the Needs of Affluent Clients	6854 – Life	2
The Retirement Plan - The Gateway to Becoming Your Clients' CFO	6855 - Life	3

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CHAMBRE DE LA SÉCURITÉ FINANCIÈRE (CSF)

CHAMBRE DE LA SÉCURITÉ FINANCIÈRE (CSF)	CSF #	CSF Credits
Applying Portfolio Diversification Strategies 2 Credit(s): Group savings, investment contract, and scholarship plan brokerage	11108	2
Borrowing To Invest: Pay Down The Mortgage or Invest in an RRSP? 2 Credit(s): Group savings, investment contract, and scholarship plan brokerage	11112	2
Did Your Fund Manager Deliver? 2 Credit(s): Group savings, investment contract, and scholarship plan brokerage	11116	2
Effective Estate Planning: An Overview 2 Credit(s): Insurance of persons	11113	2
Effective Estate Planning: Reducing Taxes and Fees 3 Credit(s): Insurance of persons	11114	3
Effective Use of Trusts 3 Credit(s): Insurance of persons	11117	3
Ethics and the Financial Advisor 4 Credit(s): Compliance, ethics, business conduct	5406	4
Evaluating Mutual Funds 1 Credit(s): General subjects 1 Credit(s): Group savings	11118	2
Family Law and Financial Planning 1 Credit(s): General subjects 2 Credit(s): Insurance of persons	11109	3
Fraud and Money Laundering 3 Credit(s): Compliance, ethics, business conduct	14929	3
Interpreting the Andex Charts: How Historical Data Can Help Today's Investor 4 Credit(s): General subjects	8749	4
Market Voodoo: Understanding Stock Market Anomalies 2 Credit(s): Group savings, investment contract, and scholarship plan brokerage	11115	2
Mortgage Rate Determinants 4 Credit(s): General Subjects	18187	4
Segregated Funds Strategies 1 Credit(s): Insurance of persons 1 Credit(s): Group savings, investment contract, and scholarship plan brokerage	11110	2
Tax-Effective Investing: Meeting the Needs of Affluent Clients 1 Credit(s): General subjects 2 Credit(s): Group savings	11119	3
The Retirement Plan - The Gateway to Becoming Your Clients' CFO 2 Credit(s): General subjects 1 Credit(s): Insurance of persons	11111	3

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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 courses all qualify as 'technical credits'. ADVOCIS is a participating member of the FPSC.

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INSTITUT QUÉBÉCOIS DE PLANIFICATION FINANCIÈRE (IQPF)

INSTITUT QUÉBÉCOIS DE PLANIFICATION FINANCIÈRE (IQPF)	IQPF (Level 2)	IQPF Credits
Applying Portfolio Diversification Strategies	IQPF05-01-0014	2
Borrowing To Invest: Pay Down The Mortgage or Invest in an RRSP?	IQPF05-01-0018	2
Did Your Fund Manager Deliver?	IQPF05-01-0022	2
Effective Estate Planning: An Overview	IQPF05-01-0019	2
Effective Estate Planning: Reducing Taxes and Fees	IQPF05-01-0020	3
Effective Use of Trusts	IQPF05-01-0023	3
Ethics and the Financial Advisor	IQPF02-02-0031	4
Evaluating Mutual Funds	IQPF05-01-0024	2
Family Law and Financial Planning	IQPF05-01-0015	3
Fraud and Money Laundering	IQPF05-10-0082	3
Interpreting the Andex Charts: How Historical Data Can Help Today's Investor	IQPF03-11-0086	4
Market Voodoo: Understanding Stock Market Anomalies	IQPF05-06-0021	2
Segregated Funds Strategies	IQPF05-01-0016	2
Tax-Effective Investing: Meeting the Needs of Affluent Clients	IQPF05-01-0025	3
The Retirement Plan - The Gateway to Becoming Your Clients' CFO	IQPF05-04-0017	3

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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.

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INSURANCE COUNCILS OF SASKATCHEWAN (ICS) /
INSURANCE COUNCIL OF MANITOBA (LICM)

INSURANCE COUNCILS OF SASKATCHEWAN (ICS) / INSURANCE COUNCIL OF MANITOBA (LICM)	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
Segregated Funds Strategies	2
Tax-Effective Investing: Meeting the Needs of Affluent Clients	2
The Retirement Plan - The Gateway to Becoming Your Clients' CFO	3

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INVESTMENT DEALERS ASSOCIATION (IDA)

INVESTMENT DEALERS ASSOCIATION (IDA)	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
Tax-Effective Investing: Meeting the Needs of Affluent Clients		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.

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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/

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