Advanced Mutual Funds Advice (AMFA) Program

What Continuing Education (CE) credits will you earn?

Client Discovery

Assessing the Client's Financial Situation
AccreditationCredits
AIC - Life Insurance2
CSF - Mutual Funds2
FSRA - Life Insurance2
ICBC - Life Insurance2
ICM - Life Insurance2
ICS - Life Insurance2
MFDA - Professional Development2
Getting to Know the Clients
AccreditationCredits
AIC - Life Insurance3
CSF - Mutual Funds3
FSRA - Life Insurance3
ICBC - Life Insurance3
ICM - Life Insurance3
ICS - Life Insurance3
MFDA - Professional Development3
Understanding Behavioural Finance
AccreditationCredits
AIC - Life Insurance2
CSF - Mutual Funds2
FSRA - Life Insurance2
ICBC - Life Insurance2
ICM - Life Insurance2
ICS - Life Insurance2
MFDA - Professional Development2

Tax Planning

Tax Reduction Strategies
AccreditationCredits
AIC - Life Insurance3
CSF - Mutual Funds3
FSRA - Life Insurance3
ICBC - Life Insurance3
ICM - Life Insurance3
ICS - Life Insurance3
MFDA - Professional Development3
Understanding Tax Return
AccreditationCredits
AIC - Life Insurance2
CSF - General Subjects 1
CSF - Mutual Funds1
FSRA - Life Insurance2
ICBC - Life Insurance2
ICM - Life Insurance2
ICS - Life Insurance2
MFDA - Professional Development2

Retirement Planning

Employer-Sponsored Pension Funds
AccreditationCredits
AIC - Life Insurance3
CSF - Mutual Funds3
FSRA - Life Insurance3
ICBC - Life Insurance3
ICM - Life Insurance3
ICS - Life Insurance3
MFDA - Professional Development3
Government Pension Programs
AccreditationCredits
AIC - Life Insurance2
CSF - Mutual Funds2
FSRA - Life Insurance2
ICBC - Life Insurance2.5
ICM - Life Insurance2
ICS - Life Insurance2
MFDA - Professional Development2
Retirement Planning Process
AccreditationCredits
AIC - Life Insurance2
CSF - Mutual Funds2
FSRA - Life Insurance20
ICBC - Life Insurance2
ICM - Life Insurance2
ICS - Life Insurance2
MFDA - Professional Development2
Retirement Savings Plans
AccreditationCredits
AIC - Life Insurance2
CSF - Mutual Funds2
ICBC - Life Insurance2
ICM - Life Insurance2
ICS - Life Insurance2
MFDA - Professional Development2

Estate Planning

Estate Planning Strategies
AccreditationCredits
AIC - Life Insurance3
CSF - Mutual Funds3
FSRA - Life Insurance3
ICBC - Life Insurance2
ICM - Life Insurance3
ICS - Life Insurance2
Personal Risk Management
AccreditationCredits
AIC - Life Insurance2
CSF - Mutual Funds2
FSRA - Life Insurance2
ICBC - Life Insurance2
ICM - Life Insurance2
ICS - Life Insurance2
Planning to Pass on the Estate
AccreditationCredits
AIC - Life Insurance2
CSF - General Subjects 2
FSRA - Life Insurance2
ICBC - Life Insurance2
ICM - Life Insurance2
ICS - Life Insurance2
Wealth Transfer Plans and the Family
AccreditationCredits
AIC - Life Insurance2
CSF - Mutual Funds3
FSRA - Life Insurance2
ICBC - Life Insurance2
ICM - Life Insurance3
ICS - Life Insurance2

Foundations of Investment Management

Advanced Mutual Fund Selection
AccreditationCredits
AIC - Life Insurance2
CSF - Mutual Funds2
FSRA - Life Insurance2
ICBC - Life Insurance2
ICM - Life Insurance2
ICS - Life Insurance2
MFDA - Professional Development2
Asset Allocation
AccreditationCredits
AIC - Life Insurance2
CSF - Mutual Funds2
FSRA - Life Insurance2
ICBC - Life Insurance2
ICM - Life Insurance2
ICS - Life Insurance2
MFDA - Professional Development2
Introduction to Invesment Management
AccreditationCredits
AIC - Life Insurance2
CSF - Mutual Funds2
FSRA - Life Insurance2
ICBC - Life Insurance2
ICM - Life Insurance2
ICS - Life Insurance2
MFDA - Professional Development2
Overview of ETFs and Liquid Alts
AccreditationCredits
AIC - Life Insurance2
CSF - Mutual Funds2
FSRA - Life Insurance2
ICBC - Life Insurance2
ICM - Life Insurance2
ICS - Life Insurance2
MFDA - Professional Development2

Retirement Planning Income and Products

Final Quiz – Annuities and Guaranteed Minimum Withdrawal Benefit Plans
AccreditationCredits
AIC - Life Insurance2
CSF - Mutual Funds2
FSRA - Life Insurance2
ICBC - Life Insurance2
ICS - Life Insurance2
MFDA - Professional Development2
Final Quiz – Income-Generating Investment Funds
AccreditationCredits
AIC - Life Insurance2
CSF - Mutual Funds2
FSRA - Life Insurance2
ICBC - Life Insurance2
ICS - Life Insurance2
MFDA - Professional Development2
Final Quiz – Index-Linked GICs and Mortgage-Backed Securities
AccreditationCredits
AIC - Life Insurance2
CSF - Mutual Funds2
FSRA - Life Insurance2
ICBC - Life Insurance2
ICS - Life Insurance2
MFDA - Professional Development2
Final Quiz – Portfolio Longevity in Retirement
AccreditationCredits
AIC - Life Insurance3
CSF - Mutual Funds3
FSRA - Life Insurance3
ICBC - Life Insurance3
ICS - Life Insurance3
MFDA - Professional Development2

Practice Management for Mutual Fund Representatives

Adhering to Professional Sales Practice Standards
AccreditationCredits
CSF - Compliance 2
Developing Your Mutual Fund Business
AccreditationCredits
CSF - General Subjects 2
Managing Your Mutual Fund Business
AccreditationCredits
CSF - General Subjects 2

While CSI makes every effort to ensure that the information is up-to-date, we are unfortunately unable to fully guarantee its accuracy. The information listed in the charts above may be subject to change.