Continuing Education (CE)
Credits Information

Use the search bar below to look up continuing education credits for individual courses. You can also explore all courses using the menu below.

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Investment Management & Trading

IIROC Compliance IIROC Professional Development CIM Compliance CIM Professional Development CIWM Compliance CIWM Professional Development MTI PFP Compliance PFP Professional Development ADVOCIS Structured Learning CE AIC Life Insurance AIC Accident and Sickness AMP Mortgage CFA Institute CFA – PD CFA Institute CFA – SER CFA Institute CIPM FSRA Life Insurance ICBC Life Insurance ICM Life Insurance ICS Life Insurance CFP Financial Planning CFP Practice Management CFP Product Knowledge FSRA Life Insurance QAFP Financial Planning  QAFP Product Knowledge  QAFP Practice Management CSF Compliance CSF General Subjects CSF Insurance of Persons CSF Group Savings Plan Brokerage IQPF SFPA IQPF SC
Tax Free Savings Account- Rules & Options

Financial Planning & Insurance

IIROC Compliance IIROC Professional Development CIM Compliance CIM Professional Development CIWM Compliance CIWM Professional Development MTI PFP Compliance PFP Professional Development ADVOCIS Structured Learning CE AIC Life Insurance AIC Accident and Sickness AMP Mortgage CFA Institute CFA – PD CFA Institute CFA – SER CFA Institute CIPM FSRA Life Insurance ICBC Life Insurance ICM Life Insurance ICS Life Insurance CFP Financial Planning CFP Practice Management CFP Product Knowledge FSRA Life Insurance QAFP Financial Planning  QAFP Product Knowledge  QAFP Practice Management CSF Compliance CSF General Subjects CSF Insurance of Persons CSF Group Savings Plan Brokerage IQPF SFPA IQPF SC
Tax Free Savings Account- Rules & Options

Wealth Management & Private Banking

IIROC Compliance IIROC Professional Development CIM Compliance CIM Professional Development CIWM Compliance CIWM Professional Development MTI PFP Compliance PFP Professional Development ADVOCIS Structured Learning CE AIC Life Insurance AIC Accident and Sickness AMP Mortgage CFA Institute CFA – PD CFA Institute CFA – SER CFA Institute CIPM FSRA Life Insurance ICBC Life Insurance ICM Life Insurance ICS Life Insurance CFP Financial Planning CFP Practice Management CFP Product Knowledge FSRA Life Insurance QAFP Financial Planning  QAFP Product Knowledge  QAFP Practice Management CSF Compliance CSF General Subjects CSF Insurance of Persons CSF Group Savings Plan Brokerage IQPF SFPA IQPF SC
Tax Free Savings Account- Rules & Options

Retail Banking & Business Banking

IIROC Compliance IIROC Professional Development CIM Compliance CIM Professional Development CIWM Compliance CIWM Professional Development MTI PFP Compliance PFP Professional Development ADVOCIS Structured Learning CE AIC Life Insurance AIC Accident and Sickness AMP Mortgage CFA Institute CFA – PD CFA Institute CFA – SER CFA Institute CIPM FSRA Life Insurance ICBC Life Insurance ICM Life Insurance ICS Life Insurance CFP Financial Planning CFP Practice Management CFP Product Knowledge FSRA Life Insurance QAFP Financial Planning  QAFP Product Knowledge  QAFP Practice Management CSF Compliance CSF General Subjects CSF Insurance of Persons CSF Group Savings Plan Brokerage IQPF SFPA IQPF SC
Tax Free Savings Account- Rules & Options

Leadership, Management & Compliance

IIROC Compliance IIROC Professional Development CIM Compliance CIM Professional Development CIWM Compliance CIWM Professional Development MTI PFP Compliance PFP Professional Development ADVOCIS Structured Learning CE AIC Life Insurance AIC Accident and Sickness AMP Mortgage CFA Institute CFA – PD CFA Institute CFA – SER CFA Institute CIPM FSRA Life Insurance ICBC Life Insurance ICM Life Insurance ICS Life Insurance CFP Financial Planning CFP Practice Management CFP Product Knowledge FSRA Life Insurance QAFP Financial Planning  QAFP Product Knowledge  QAFP Practice Management CSF Compliance CSF General Subjects CSF Insurance of Persons CSF Group Savings Plan Brokerage IQPF SFPA IQPF SC
Tax Free Savings Account- Rules & Options

CSI believes these courses meet the CE guidelines of these organizations. We advise that participants or their firms determine whether completion of the course(s) qualifies for CE credits and what type of CE credits (technical/general or compliance/professional development/voluntary participation) the course(s) qualifies for. Please note that courses that lead to initial accreditation generally cannot be used for continuing education purposes for the achieved license or designation.

Accredited Associations

IIROC - Investment Industry Regulatory Organization of Canada. Please note that IIROC will not be providing accreditation codes for licensing courses. For more information, we recommend learners to refer to IIROC's guidance on their continuing education program regarding this update.

MFDA - Mutual Fund Dealers Association of Canada (Coming Soon)

Advocis - Financial Advisors Association of Canada

AIC - Alberta Insurance Council

AMP - Mortgage Professionals Canada

CFA - CFA Institute is a global association of investment professionals. The organization offers the Chartered Financial Analyst (CFA) designation

FSRA - Financial Services Regulatory Authority of Ontario

ICBC - Insurance Council of British Columbia

ICM - Insurance Council of Manitoba

ICS - Insurance Council of Saskatchewan

FP Canada - FP Canada is the licensor of the CFP® designation and the Qualified Associate Financial Planner™ (QAFP) certification in Canada

CSF - Chambre de la sécurité financière

  • Subject 1: In general subjects
  • Subject 2: In insurance of persons
  • Subject 3: In group insurance of persons
  • Subject 4: In group savings plan brokerage, investment contract brokerage and scholarship plan brokerage
  • Subject 5: In compliance with standards, ethics or professional practices

IQPF - Institut québécois de planification financière