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What Continuing Education (CE) credits will you earn?

Dealing With Special High Net Worth Client Situations

- Course Level Accreditation -
AccreditationCredits
IPF - SFPA15
Business Succession Planning
AccreditationCredits
ADVOCIS - Structured Learning CE4
AIC - Life Insurance4
CIM - CIM Professional development4
CIRO-ID - Professional Development4
CIRO-MF - Professional Development4
DFSA - Professional Development4
FSRA - Life Insurance4
ICM - Life Insurance4
ICS - Life Insurance4
MTI - MTI4
PFP - PFP Professional development4
Executive Compensation
AccreditationCredits
ADVOCIS - Structured Learning CE3
CIM - CIM Professional development3
CIRO-ID - Professional Development3
CIRO-MF - Professional Development3
DFSA - Professional Development3
MTI - MTI3
PFP - PFP Professional development3
Financial Planning for Snowbirds
AccreditationCredits
ADVOCIS - Structured Learning CE5
AIC - Life Insurance4
CIRO-ID - Professional Development5
CIRO-MF - Professional Development5
DFSA - Professional Development5
FSRA - Life Insurance4
ICS - Life Insurance4
MTI - MTI5
PFP - PFP Professional development5
Identifying a Private Client's Corporate Banking Needs
AccreditationCredits
ADVOCIS - Structured Learning CE3
CIRO-ID - Professional Development3
CIRO-MF - Professional Development3
DFSA - Professional Development3
MTI - MTI3
PFP - PFP Professional development3
International Taxation for Canadian Residents
AccreditationCredits
ADVOCIS - Structured Learning CE4
AIC - Life Insurance4
CFA Institute - CFA - PD4
CFP - General CE4
CIM - CIM Professional development4
CIRO-ID - Professional Development4
CIRO-MF - Professional Development4
DFSA - Professional Development4
FSRA - Life Insurance4
ICS - Life Insurance4
MTI - MTI4
PFP - PFP Professional development4
QAFP - General CE4
Protecting a Client's Small Business
AccreditationCredits
AIC - Life Insurance4
CIM - Professional Development2
CIRO-ID - Professional Development4
CIRO-MF - Professional Development4
DFSA - Professional Development2
MTI - MTI2
PFP - Professional Development2
Tax Planning for Small Businesses
AccreditationCredits
ADVOCIS - Structured Learning CE1
AIC - Life Insurance1
CFA Institute - CFA - PD1
CFP - General CE1
CIM - CIM Professional development1
CIRO-ID - Professional Development1
CIRO-MF - Professional Development1
DFSA - Professional Development1
MTI - MTI1
PFP - PFP Professional development1
QAFP - General CE1

Estate Planning For High Net Worth Clients

Business Succession Planning
AccreditationCredits
ADVOCIS - Structured Learning CE4
AIC - Life Insurance4
CIM - CIM Professional development4
CIRO-ID - Professional Development4
CIRO-MF - Professional Development4
CSF - Mutual Funds4
DFSA - Professional Development4
FSRA - Life Insurance4
ICM - Life Insurance4
ICS - Life Insurance4
IPF - SFPA4
MTI - MTI4
PFP - PFP Professional development4
Creating Client Awareness of Wealth Transfer Issues
AccreditationCredits
ADVOCIS - Structured Learning CE2
AIC - Life Insurance2
CFP - General CE2
CIM - CIM Professional development2
CIRO-ID - Professional Development2
CIRO-MF - Professional Development2
DFSA - Professional Development2
FSRA - Life Insurance2
ICM - Life Insurance2
ICS - Life Insurance2
IPF - SFPA2
PFP - PFP Professional development2
Planned Charitable Giving for Estate Planning Purposes
AccreditationCredits
ADVOCIS - Structured Learning CE2
AIC - Life Insurance2
CFP - General CE2
CIM - CIM Professional development2
CIRO-ID - Professional Development2
CIRO-MF - Professional Development2
CSF - Mutual Funds2
DFSA - Professional Development2
FSRA - Life Insurance2
ICM - Life Insurance2
ICS - Life Insurance2
IPF - SFPA2
PFP - PFP Professional development2
Preparing Clients for the Inevitable
AccreditationCredits
ADVOCIS - Structured Learning CE2.5
AIC - Life Insurance2.5
CFA Institute - CFA - PD2.5
CFP - General CE2.5
CIM - CIM Professional development2.5
CIRO-ID - Professional Development2.5
CIRO-MF - Professional Development2.5
CSF - Mutual Funds3
DFSA - Professional Development2.5
FSRA - Life Insurance2.5
ICM - Life Insurance2.5
ICS - Life Insurance2.5
IPF - SFPA3
PFP - PFP Professional development2.5
QAFP - General CE2.5
Tax Planning for Wealth Transfer
AccreditationCredits
ADVOCIS - Structured Learning CE3.5
AIC - Life Insurance3.5
CFP - General CE3.5
CIM - CIM Professional development3.5
CIRO-ID - Professional Development4.5
CIRO-MF - Professional Development4.5
CSF - Mutual Funds5
DFSA - Professional Development4.5
FSRA - Life Insurance3.5
ICM - Life Insurance3.5
ICS - Life Insurance3.5
IPF - SFPA5
PFP - PFP Professional development3.5
Trusts as an Estate Planning Tool
AccreditationCredits
ADVOCIS - Structured Learning CE2.5
AIC - Life Insurance2.5
CFP - General CE2.5
CIM - CIM Professional development2.5
CIRO-ID - Professional Development2.5
CIRO-MF - Professional Development2.5
CSF - Mutual Funds4
DFSA - Professional Development2.5
FSRA - Life Insurance2.5
ICM - Life Insurance2.5
ICS - Life Insurance2.5
IPF - SFPA2
PFP - PFP Professional development2.5
Wealth Transfer and the Family
AccreditationCredits
ADVOCIS - Structured Learning CE2.5
AIC - Life Insurance2.5
CFA Institute - CFA - PD2.5
CFP - General CE2.5
CIM - CIM Professional development2.5
CIRO-ID - Professional Development2.5
CIRO-MF - Professional Development2.5
CSF - Mutual Funds2
DFSA - Professional Development2.5
FSRA - Life Insurance2.5
ICM - Life Insurance2.5
ICS - Life Insurance2.5
IPF - SFPA2
PFP - PFP Professional development2.5
QAFP - General CE2.5

Investment Strategies For High Net Worth Clients

Alternative Assets and Private Equity
AccreditationCredits
ADVOCIS - Structured Learning CE3
CIM - CIM Professional development3
CIRO-ID - Professional Development3
CIRO-MF - Professional Development3
CSF - Mutual Funds3
DFSA - Professional Development3
IPF - SFPA3
MTI - MTI3
PFP - PFP Professional development3
Alternative Strategies: Hedge Funds and Liquid Alts
AccreditationCredits
ADVOCIS - Structured Learning CE6
AIC - Life Insurance3
CIM - CIM Professional development6
CIRO-ID - Professional Development6
CIRO-MF - Professional Development6
CSF - Mutual Funds6
DFSA - Professional Development6
FSRA - Life Insurance3
ICBC - Life Insurance3
ICM - Life Insurance3
ICS - Life Insurance3
IPF - SFPA6
MTI - MTI6
PFP - PFP Professional development6
Exempt Securities Market
AccreditationCredits
ADVOCIS - Structured Learning CE1.5
CFA Institute - CFA - PD1.5
CFP - General CE1.5
CIM - CIM Professional development1.5
CIM - Professional Development1.5
CIRO-ID - Professional Development1.5
CIRO-MF - Professional Development1.5
CSF - Mutual Funds1
DFSA - Professional Development1.5
IPF - SFPA1
MTI - MTI1.5
PFP - PFP Professional development1.5
QAFP - General CE1.5
Impediments to Wealth Accumulation
AccreditationCredits
ADVOCIS - Structured Learning CE2
AIC - Life Insurance2
CFP - General CE2
CIM - CIM Professional development2
CIRO-ID - Professional Development2
CIRO-MF - Professional Development2
CSF - Mutual Funds2
DFSA - Professional Development2
FSRA - Life Insurance2
ICBC - Life Insurance2
ICS - Life Insurance2
IPF - SFPA2
MTI - MTI2
PFP - PFP Professional development2
International Investing
AccreditationCredits
ADVOCIS - Structured Learning CE1.25
CFP - General CE1.25
CIM - CIM Professional development1.5
CIRO-ID - Professional Development1.5
CIRO-MF - Professional Development1.5
CSF - Mutual Funds1
DFSA - Professional Development1.5
IPF - SFPA1
PFP - PFP Professional development1.5
Managing Your Client's Investment Risk
AccreditationCredits
ADVOCIS - Structured Learning CE3.5
CFP - General CE3.5
CIM - CIM Professional development3.5
CIRO-ID - Professional Development3.5
CIRO-MF - Professional Development3.5
CSF - Mutual Funds3
DFSA - Professional Development3.5
IPF - SFPA3
PFP - PFP Professional development3.5
Portfolio Solutions
AccreditationCredits
ADVOCIS - Structured Learning CE2.5
CFP - General CE2.5
CIM - CIM Professional development2.5
CIRO-ID - Professional Development2.5
CIRO-MF - Professional Development2.5
CSF - Mutual Funds2
DFSA - Professional Development2.5
IPF - SFPA2
PFP - PFP Professional development2.5

Practice Management in High Net Worth Segment

Attracting Clients in the High Net Worth Market
AccreditationCredits
ADVOCIS - Structured Learning CE2
AIC - Life Insurance2
CIM - CIM Professional development2
CIRO-ID - Professional Development2
CIRO-MF - Professional Development2
DFSA - Professional Development2
FSRA - Life Insurance2
ICBC - Life Insurance2
ICM - Life Insurance2
ICS - Life Insurance2
MTI - MTI2
PFP - PFP Professional development2
Behavioural Finance
AccreditationCredits
ADVOCIS - Structured Learning CE2
AIC - Life Insurance2
CFP - General CE2
CIM - CIM Professional development2
CIRO-ID - Professional Development2
CIRO-MF - Professional Development2
DFSA - Professional Development2
FSRA - Life Insurance2
ICBC - Life Insurance2
ICM - Life Insurance2
ICS - Life Insurance2
PFP - PFP Professional development2
Dealing with Affluent Clients
AccreditationCredits
ADVOCIS - Structured Learning CE1
AIC - Life Insurance1
CFP - General CE1
CIM - CIM Professional development1
CIRO-ID - Professional Development1
CIRO-MF - Professional Development1
DFSA - Professional Development1
FSRA - Life Insurance1
ICBC - Life Insurance1
ICM - Life Insurance1
ICS - Life Insurance1
PFP - PFP Professional development1
Dealing with Family Dynamics
AccreditationCredits
ADVOCIS - Structured Learning CE1.5
AIC - Life Insurance1.5
CFP - General CE1.5
CIM - CIM Professional development1.5
CIRO-ID - Professional Development1.5
CIRO-MF - Professional Development1.5
DFSA - Professional Development1.5
FSRA - Life Insurance1.5
ICBC - Life Insurance1.5
ICM - Life Insurance1.5
ICS - Life Insurance1.5
PFP - PFP Professional development1.5
Evaluating Client Profitability
AccreditationCredits
ADVOCIS - Structured Learning CE0.5
AIC - Life Insurance0.5
CIM - CIM Professional development0.5
CIRO-ID - Professional Development0.5
CIRO-MF - Professional Development0.5
DFSA - Professional Development0.5
FSRA - Life Insurance0.5
ICBC - Life Insurance0.5
ICM - Life Insurance0.5
ICS - Life Insurance0.5
MTI - MTI0.5
PFP - PFP Professional development0.5
Final Test - Succession Planning for Advisors
AccreditationCredits
ADVOCIS - Structured Learning CE1
CIM - CIM Professional development1
CIRO-ID - Professional Development1
CIWM - CIWM Professional development1
DFSA - Professional Development1
MTI - MTI1
PFP - PFP Professional development1
Leveraging Professional Relationships
AccreditationCredits
ADVOCIS - Structured Learning CE0.5
AIC - Life Insurance0.5
CFP - General CE0.5
CIM - CIM Professional development0.5
CIRO-ID - Professional Development0.5
CIRO-MF - Professional Development0.5
DFSA - Professional Development0.5
FSRA - Life Insurance0.5
ICBC - Life Insurance0.5
ICM - Life Insurance0.5
ICS - Life Insurance0.5
PFP - PFP Professional development0.5
Life Stages and Transitions
AccreditationCredits
ADVOCIS - Structured Learning CE1
AIC - Life Insurance1
CFP - General CE1
CIM - CIM Professional development1
CIRO-ID - Professional Development1
CIRO-MF - Professional Development1
DFSA - Professional Development1
FSRA - Life Insurance1
ICBC - Life Insurance1
ICM - Life Insurance1
ICS - Life Insurance1
PFP - PFP Professional development1
Objectives Based Approach to Client Discovery
AccreditationCredits
ADVOCIS - Structured Learning CE1.5
AIC - Life Insurance1.5
CFP - General CE1.5
CIM - CIM Professional development1.5
CIRO-ID - Professional Development1.5
CIRO-MF - Professional Development1.5
DFSA - Professional Development1.5
FSRA - Life Insurance1.5
ICBC - Life Insurance1.5
ICM - Life Insurance1.5
ICS - Life Insurance1.5
PFP - PFP Professional development1.5

Retirement Planning For High Net Worth Clients

Asset Location Strategies
AccreditationCredits
ADVOCIS - Structured Learning CE1
AIC - Life Insurance1
CIM - CIM Professional development1
CIRO-ID - Professional Development1
CIRO-MF - Professional Development1
CSF - Mutual Funds1
DFSA - Professional Development1
ICM - Life Insurance1
IPF - SFPA1
MTI - MTI1
PFP - PFP Professional development1
Gifting to Family Members
AccreditationCredits
ADVOCIS - Structured Learning CE1
AIC - Life Insurance1
CFA Institute - CFA - PD1
CIM - CIM Professional development1
CIRO-ID - Professional Development1
CIRO-MF - Professional Development1
CSF - Mutual Funds1
DFSA - Professional Development1
ICM - Life Insurance1
IPF - SFPA1
MTI - MTI1
PFP - PFP Professional development1
QAFP - General CE1
Goal Based Investing
AccreditationCredits
ADVOCIS - Structured Learning CE1.5
AIC - Life Insurance1.5
CFP - General CE1.5
CIM - CIM Professional development1.5
CIRO-ID - Professional Development1.5
CIRO-MF - Professional Development1.5
CSF - Mutual Funds2
DFSA - Professional Development1.5
FSRA - Life Insurance1.5
ICM - Life Insurance1.5
ICS - Life Insurance1.5
IPF - SFPA2
PFP - PFP Professional development1.5
Income Producing Investments
AccreditationCredits
ADVOCIS - Structured Learning CE3.5
AIC - Life Insurance3.5
CFA Institute - CFA - PD3.5
CFP - General CE3.5
CIM - CIM Professional development3.5
CIRO-ID - Professional Development3.5
CIRO-MF - Professional Development3.5
CSF - Mutual Funds4
DFSA - Professional Development3.5
ICM - Life Insurance3.5
IPF - SFPA3
PFP - PFP Professional development3.5
QAFP - General CE3.5
Longevity of Retirement Portfolios
AccreditationCredits
ADVOCIS - Structured Learning CE1.5
AIC - Life Insurance1.5
CFP - General CE1.5
CIM - CIM Professional development1.5
CIRO-ID - Professional Development1.5
CIRO-MF - Professional Development1.5
CSF - Mutual Funds2
DFSA - Professional Development1.5
FSRA - Life Insurance1.5
ICM - Life Insurance1.5
ICS - Life Insurance1.5
IPF - SFPA2
PFP - PFP Professional development1.5
Protecting Family's Wealth
AccreditationCredits
ADVOCIS - Structured Learning CE4.5
AIC - Life Insurance4.5
CFP - General CE4.5
CIM - CIM Professional development4.5
CIRO-ID - Professional Development4.5
CIRO-MF - Professional Development4.5
CSF - Insurance of Persons5
DFSA - Professional Development4.5
FSRA - Life Insurance4.5
ICM - Life Insurance4.5
ICS - Life Insurance4.5
IPF - SFPA3
PFP - PFP Professional development4.5
Protecting Wealth Against Divorce
AccreditationCredits
ADVOCIS - Structured Learning CE1
AIC - Life Insurance1
CFP - General CE1
CIM - CIM Professional development1
CIRO-ID - Professional Development1
CIRO-MF - Professional Development1
CSF - Mutual Funds1
DFSA - Professional Development1
FSRA - Life Insurance1
ICM - Life Insurance1
ICS - Life Insurance1
IPF - SFPA1
PFP - PFP Professional development1
Tax Strategies During Retirement
AccreditationCredits
ADVOCIS - Structured Learning CE2.5
AIC - Life Insurance2.5
CFP - General CE2.5
CIM - CIM Professional development2.5
CIRO-ID - Professional Development2.5
CIRO-MF - Professional Development3
CSF - Mutual Funds3
DFSA - Professional Development2.5
FSRA - Life Insurance2.5
ICM - Life Insurance2.5
ICS - Life Insurance2.5
IPF - SFPA2
PFP - PFP Professional development2.5
Trusts as an Asset Protection and Tax-Minimization Tool
AccreditationCredits
ADVOCIS - Structured Learning CE0.5
AIC - Life Insurance0.5
CFP - General CE0.5
CIM - CIM Professional development0.5
CIRO-ID - Professional Development0.5
CIRO-MF - Professional Development0.5
CSF - Mutual Funds2
DFSA - Professional Development0.5
FSRA - Life Insurance0.5
ICM - Life Insurance0.5
ICS - Life Insurance0.5
IPF - SFPA1
PFP - PFP Professional development0.5
Understanding Your Clients' Retirement
AccreditationCredits
ADVOCIS - Structured Learning CE3
AIC - Life Insurance3
CFP - General CE3
CIM - CIM Professional development3
CIRO-ID - Professional Development3
CIRO-MF - Professional Development3
CSF - Mutual Funds3
DFSA - Professional Development3
FSRA - Life Insurance3
ICM - Life Insurance3
ICS - Life Insurance3
IPF - SFPA3
PFP - PFP Professional development3