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CE Network Online Continuing Education

Course Approvals

View Course Catalog

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

 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 30233 – 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
  • 2 Credits: Group savings, investment contract, and scholarship plan brokerage
18372 2
Borrowing To Invest: Pay Down The Mortgage or Invest in an RRSP?
  • 2 Credits: Group savings, investment contract, and scholarship plan brokerage
18378 2
Did Your Fund Manager Deliver?
  • 2 Credits: Group savings, investment contract, and scholarship plan brokerage
18382 2
Effective Estate Planning: An Overview
  • 2 Credits: Insurance of persons
18379 2
Effective Estate Planning: Reducing Taxes and Fees
  • 3 Credits: Insurance of persons
18380 3
Effective Use of Trusts
  • 3 Credits: Insurance of persons
18383 3
Ethics and the Financial Advisor
  • 4 Credits: Compliance, ethics, business conduct
18385 4
Evaluating Mutual Funds
  • 1 Credit: General subjects
  • 1 Credit: Group savings
18384 2
Family Law and Financial Planning
  • 1 Credit: General subjects
  • 2 Credits: Insurance of persons
18375 3
Fraud and Money Laundering
  • 3 Credits: Compliance, ethics, business conduct
19868 3
Interpreting the Andex Charts: How Historical Data Can Help Today's Investor
  • 4 Credits: General subjects
18386 4
Market Voodoo: Understanding Stock Market Anomalies
  • 2 Credits: Group savings, investment contract, and scholarship plan brokerage
18381 2
Mortgage Rate Determinants
  • 4 Credits: General Subjects
18187 4
Segregated Funds Strategies
  • 1 Credit: Insurance of persons
  • 1 Credit: Group savings, investment contract, and scholarship plan brokerage
18376 2
The Retirement Plan - The Gateway to Becoming Your Clients' CFO
  • 2 Credits: General subjects
  • 1 Credit: Insurance of persons
18377 3
The U.S. Housing Crisis: Why it Won't Happen Here
  • 1 Credit: General subjects
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/