CSI will be performing system maintenance on Saturday May 11th from 5 a.m. until 1 p.m. ET. You will not have access to your “myCSI” student account, nor will you be able to book, cancel or reschedule exams during this time. You can still access your online course materials by visiting connect.csi.ca then connecting to “Blackboard Learn”.
- Course Level Accreditation - | |
Accreditation | Credits |
---|---|
CSF - Insurance of Persons | 10 |
CSF - Mutual Funds | 10 |
IQPF - SFPA | 15 |
Business Succession Planning | |
Accreditation | Credits |
AIC - Life Insurance | 4 |
CFA Institute - CFA - PD | 4 |
CFP - Financial Planning | 4 |
CIM - CIM Professional development | 4 |
CIRO-ID - Professional Development | 4 |
CIRO-MF - Professional Development | 4 |
CIWM - CIWM Professional development | 4 |
ICBC - Life Insurance | 4 |
ICM - Life Insurance | 4 |
MTI - MTI | 4 |
PFP - PFP Professional development | 4 |
QAFP - Financial Planning | 4 |
Executive Compensation | |
Accreditation | Credits |
ADVOCIS - Structured Learning CE | 3 |
CFA Institute - CFA - PD | 3 |
CFP - Financial Planning | 3 |
CIM - CIM Professional development | 3 |
CIRO-ID - Professional Development | 3 |
CIRO-MF - Professional Development | 3 |
CIWM - CIWM Professional development | 3 |
FSRA - Life Insurance | 3 |
ICBC - Life Insurance | 3 |
ICM - Life Insurance | 3 |
ICS - Life Insurance | 3 |
MTI - MTI | 3 |
PFP - PFP Professional development | 3 |
QAFP - Financial Planning | 3 |
Financial Planning for Snowbirds | |
Accreditation | Credits |
ADVOCIS - Structured Learning CE | 5 |
AIC - Life Insurance | 4 |
AMP - Mortgage | 5 |
CFA Institute - CFA - PD | 5 |
CFA Institute - CIPM | 5 |
CFP - Financial Planning | 5 |
CIM - CIM Professional development | 5 |
CIRO-ID - Professional Development | 5 |
CIRO-MF - Professional Development | 5 |
CIWM - CIWM Professional development | 5 |
FSRA - Life Insurance | 4 |
ICBC - Life Insurance | 4 |
ICS - Life Insurance | 4 |
MTI - MTI | 5 |
PFP - PFP Professional development | 5 |
QAFP - Financial Planning | 5 |
Identifying a Private Client's Corporate Banking Needs | |
Accreditation | Credits |
ADVOCIS - Structured Learning CE | 3 |
CFA Institute - CFA - PD | 3 |
CFP - Financial Planning | 3 |
CIM - CIM Professional development | 3 |
CIRO-ID - Professional Development | 3 |
CIRO-MF - Professional Development | 3 |
CIWM - CIWM Professional development | 3 |
MTI - MTI | 3 |
PFP - PFP Professional development | 3 |
QAFP - Practice Management | 3 |
International Taxation for Canadian Residents | |
Accreditation | Credits |
ADVOCIS - Structured Learning CE | 4 |
AIC - Life Insurance | 4 |
CFA Institute - CFA - PD | 4 |
CFP - Financial Planning | 4 |
CIM - CIM Professional development | 4 |
CIRO-ID - Professional Development | 4 |
CIRO-MF - Professional Development | 4 |
CIWM - CIWM Professional development | 4 |
FSRA - Life Insurance | 4 |
ICBC - Life Insurance | 4 |
ICS - Life Insurance | 4 |
MTI - MTI | 4 |
PFP - PFP Professional development | 4 |
QAFP - Product Knowledge | 4 |
Protecting a Client's Small Business | |
Accreditation | Credits |
ADVOCIS - Structured Learning CE | 4 |
AIC - Life Insurance | 4 |
CFA Institute - CFA - PD | 4 |
CFP - Financial Planning | 4 |
CIM - CIM Professional development | 4 |
CIRO-ID - Professional Development | 4 |
CIRO-MF - Professional Development | 4 |
CIWM - CIWM Professional development | 4 |
FSRA - Life Insurance | 4 |
ICBC - Life Insurance | 4 |
ICM - Life Insurance | 4 |
ICS - Life Insurance | 4 |
MTI - MTI | 4 |
PFP - PFP Professional development | 4 |
QAFP - Financial Planning | 4 |
Tax Planning for Small Businesses | |
Accreditation | Credits |
ADVOCIS - Structured Learning CE | 1 |
AIC - Life Insurance | 1 |
CFA Institute - CFA - PD | 1 |
CFP - Financial Planning | 1 |
CIM - CIM Professional development | 1 |
CIRO-ID - Professional Development | 1 |
CIRO-MF - Professional Development | 1 |
CIWM - CIWM Professional development | 1 |
FSRA - Life Insurance | 1 |
ICBC - Life Insurance | 1 |
ICM - Life Insurance | 1 |
ICS - Life Insurance | 1 |
MTI - MTI | 1 |
PFP - PFP Professional development | 1 |
QAFP - Financial Planning | 1 |
- Course Level Accreditation - | |
Accreditation | Credits |
---|---|
CSF - Insurance of Persons | 10 |
CSF - Mutual Funds | 10 |
IQPF - SFPA | 15 |
Final Test - Tax Planning for Wealth Transfer | |
Accreditation | Credits |
ADVOCIS - Structured Learning CE | 3.5 |
AIC - Life Insurance | 3.5 |
CFA Institute - CFA - PD | 3.5 |
CFP - Financial Planning | 3.5 |
CIM - CIM Professional development | 3.5 |
CIRO-ID - Professional Development | 4.5 |
CIRO-MF - Professional Development | 4.5 |
FSRA - Life Insurance | 3.5 |
ICBC - Life Insurance | 3.5 |
ICM - Life Insurance | 3.5 |
ICS - Life Insurance | 3.5 |
PFP - PFP Professional development | 3.5 |
QAFP - Financial Planning | 3.5 |
Final Test – Business Succession Planning | |
Accreditation | Credits |
ADVOCIS - Structured Learning CE | 4 |
CFA Institute - CFA - PD | 4 |
CFP - Financial Planning | 4 |
CIM - CIM Professional development | 4 |
CIRO-ID - Professional Development | 4 |
CIRO-MF - Professional Development | 4 |
ICM - Life Insurance | 4 |
MTI - MTI | 4 |
PFP - PFP Professional development | 4 |
QAFP - Financial Planning | 4 |
Final Test – Creating Client Awareness of Wealth Transfer Issues | |
Accreditation | Credits |
ADVOCIS - Structured Learning CE | 2 |
AIC - Life Insurance | 2 |
CFA Institute - CFA - PD | 2 |
CFP - Financial Planning | 2 |
CIM - CIM Professional development | 2 |
CIRO-ID - Professional Development | 2 |
CIRO-MF - Professional Development | 2 |
FSRA - Life Insurance | 2 |
ICBC - Life Insurance | 2 |
ICM - Life Insurance | 2 |
ICS - Life Insurance | 2 |
PFP - PFP Professional development | 2 |
QAFP - Financial Planning | 2 |
Final Test – Planned Charitable Giving for Estate Planning Purposes | |
Accreditation | Credits |
ADVOCIS - Structured Learning CE | 2 |
AIC - Life Insurance | 2 |
CFA Institute - CFA - PD | 2 |
CFP - Financial Planning | 2 |
CIM - CIM Professional development | 2 |
CIRO-ID - Professional Development | 2 |
CIRO-MF - Professional Development | 2 |
FSRA - Life Insurance | 2 |
ICBC - Life Insurance | 2 |
ICM - Life Insurance | 2 |
ICS - Life Insurance | 2 |
PFP - PFP Professional development | 2 |
QAFP - Financial Planning | 2 |
Final Test – Preparing Clients for the Inevitable | |
Accreditation | Credits |
ADVOCIS - Structured Learning CE | 2.5 |
AIC - Life Insurance | 2.5 |
CFA Institute - CFA - PD | 2.5 |
CFP - Financial Planning | 2.5 |
CIM - CIM Professional development | 2.5 |
CIRO-ID - Professional Development | 2.5 |
CIRO-MF - Professional Development | 2.5 |
FSRA - Life Insurance | 2.5 |
ICBC - Life Insurance | 2.5 |
ICM - Life Insurance | 2.5 |
ICS - Life Insurance | 2.5 |
PFP - PFP Professional development | 2.5 |
QAFP - Financial Planning | 2.5 |
Final Test – Trusts as an Estate Planning Tool | |
Accreditation | Credits |
ADVOCIS - Structured Learning CE | 2.5 |
AIC - Life Insurance | 2.5 |
CFA Institute - CFA - PD | 2.5 |
CFP - Financial Planning | 2.5 |
CIM - CIM Professional development | 2.5 |
CIRO-ID - Professional Development | 2.5 |
CIRO-MF - Professional Development | 2.5 |
FSRA - Life Insurance | 2.5 |
ICBC - Life Insurance | 2.5 |
ICM - Life Insurance | 2.5 |
ICS - Life Insurance | 2.5 |
PFP - PFP Professional development | 2.5 |
QAFP - Financial Planning | 2.5 |
Final Test – Wealth Transfer and the Family | |
Accreditation | Credits |
ADVOCIS - Structured Learning CE | 2.5 |
AIC - Life Insurance | 2.5 |
CFA Institute - CFA - PD | 2.5 |
CFP - Financial Planning | 2.5 |
CIM - CIM Professional development | 2.5 |
CIRO-ID - Professional Development | 2.5 |
CIRO-MF - Professional Development | 2.5 |
FSRA - Life Insurance | 2.5 |
ICBC - Life Insurance | 2.5 |
ICM - Life Insurance | 2.5 |
ICS - Life Insurance | 2.5 |
PFP - PFP Professional development | 2.5 |
QAFP - Financial Planning | 2.5 |
- Course Level Accreditation - | |
Accreditation | Credits |
---|---|
CSF - General Subjects | 10 |
CSF - Mutual Funds | 10 |
IQPF - SFPA | 15 |
Alternative Assets and Private Equity | |
Accreditation | Credits |
ADVOCIS - Structured Learning CE | 3 |
CFA Institute - CFA - PD | 3 |
CFP - Financial Planning | 3 |
CIM - CIM Professional development | 3 |
CIRO-ID - Professional Development | 3 |
CIRO-MF - Professional Development | 3 |
PFP - PFP Professional development | 3 |
QAFP - Product Knowledge | 3 |
Alternative Strategies: Hedge Funds and Liquid Alts | |
Accreditation | Credits |
ADVOCIS - Structured Learning CE | 3 |
CFA Institute - CFA - PD | 6 |
CFA Institute - CIPM | 6 |
CFP - Financial Planning | 6 |
CIM - CIM Professional development | 6 |
CIRO-ID - Professional Development | 6 |
CIWM - CIWM Professional development | 6 |
FSRA - Life Insurance | 3 |
ICBC - Life Insurance | 3 |
ICM - Life Insurance | 3 |
ICS - Life Insurance | 3 |
MTI - MTI | 6 |
PFP - PFP Professional development | 6 |
QAFP - Product Knowledge | 6 |
Exempt Securities Market | |
Accreditation | Credits |
ADVOCIS - Structured Learning CE | 1.5 |
CFA Institute - CFA - PD | 1.5 |
CFP - Financial Planning | 1.5 |
CIM - CIM Professional development | 1.5 |
CIRO-ID - Professional Development | 1.5 |
CIRO-MF - Professional Development | 1.5 |
CIWM - CIWM Professional development | 1.5 |
PFP - PFP Professional development | 1.5 |
QAFP - Product Knowledge | 1.5 |
Impediments to Wealth Accumulation | |
Accreditation | Credits |
ADVOCIS - Structured Learning CE | 2 |
AIC - Life Insurance | 2 |
CFA Institute - CFA - PD | 2 |
CFP - Financial Planning | 2 |
CIM - CIM Professional development | 2 |
CIRO-ID - Professional Development | 2 |
CIRO-MF - Professional Development | 2 |
CIWM - CIWM Professional development | 2 |
FSRA - Life Insurance | 2 |
ICBC - Life Insurance | 2 |
ICS - Life Insurance | 2 |
PFP - PFP Professional development | 2 |
QAFP - Product Knowledge | 2 |
International Investing | |
Accreditation | Credits |
ADVOCIS - Structured Learning CE | 1.25 |
CFA Institute - CFA - PD | 1.25 |
CFP - Financial Planning | 1.25 |
CIM - CIM Professional development | 1.5 |
CIRO-ID - Professional Development | 1.5 |
CIRO-MF - Professional Development | 1.5 |
CIWM - CIWM Professional development | 1.5 |
PFP - PFP Professional development | 1.5 |
QAFP - Product Knowledge | 1.25 |
Managing Your Client's Investment Risk | |
Accreditation | Credits |
ADVOCIS - Structured Learning CE | 3.5 |
CFA Institute - CFA - PD | 3.5 |
CFP - Financial Planning | 3.5 |
CIM - CIM Professional development | 3.5 |
CIRO-ID - Professional Development | 3.5 |
CIRO-MF - Professional Development | 3.5 |
CIWM - CIWM Professional development | 3.5 |
PFP - PFP Professional development | 3.5 |
QAFP - Product Knowledge | 3.5 |
Portfolio Solutions | |
Accreditation | Credits |
ADVOCIS - Structured Learning CE | 2.5 |
CFA Institute - CFA - PD | 2.5 |
CFP - Financial Planning | 2.5 |
CIM - CIM Professional development | 2.5 |
CIRO-ID - Professional Development | 2.5 |
CIRO-MF - Professional Development | 2.5 |
CIWM - CIWM Professional development | 2.5 |
PFP - PFP Professional development | 2.5 |
QAFP - Product Knowledge | 2.5 |
- Course Level Accreditation - | |
Accreditation | Credits |
---|---|
CSF - General Subjects | 6 |
CSF - Mutual Funds | 7 |
Attracting Clients in the High Net Worth Market | |
Accreditation | Credits |
ADVOCIS - Structured Learning CE | 2 |
AIC - Life Insurance | 2 |
CFA Institute - CFA - PD | 2 |
CFP - Financial Planning | 2 |
CIM - CIM Professional development | 2 |
CIRO-ID - Professional Development | 2 |
CIRO-MF - Professional Development | 2 |
FSRA - Life Insurance | 2 |
ICBC - Life Insurance | 2 |
ICM - Life Insurance | 2 |
ICS - Life Insurance | 2 |
PFP - PFP Professional development | 2 |
QAFP - Practice Management | 2 |
Behavioural Finance | |
Accreditation | Credits |
ADVOCIS - Structured Learning CE | 2 |
AIC - Life Insurance | 2 |
CFA Institute - CFA - PD | 2 |
CFP - Practice Management | 2 |
CIM - CIM Professional development | 2 |
CIRO-ID - Professional Development | 2 |
CIRO-MF - Professional Development | 2 |
FSRA - Life Insurance | 2 |
ICBC - Life Insurance | 2 |
ICM - Life Insurance | 2 |
ICS - Life Insurance | 2 |
PFP - PFP Professional development | 2 |
QAFP - Practice Management | 2 |
Dealing with Affluent Clients | |
Accreditation | Credits |
ADVOCIS - Structured Learning CE | 1 |
AIC - Life Insurance | 1 |
CFA Institute - CFA - PD | 1 |
CFP - Practice Management | 1 |
CIM - CIM Professional development | 1 |
CIRO-ID - Professional Development | 1 |
CIRO-MF - Professional Development | 1 |
FSRA - Life Insurance | 1 |
ICBC - Life Insurance | 1 |
ICM - Life Insurance | 1 |
ICS - Life Insurance | 1 |
PFP - PFP Professional development | 1 |
QAFP - Practice Management | 1 |
Dealing with Family Dynamics | |
Accreditation | Credits |
ADVOCIS - Structured Learning CE | 1.5 |
AIC - Life Insurance | 1.5 |
CFA Institute - CFA - PD | 1.5 |
CFP - Practice Management | 1.5 |
CIM - CIM Professional development | 1.5 |
CIRO-ID - Professional Development | 1.5 |
CIRO-MF - Professional Development | 1.5 |
FSRA - Life Insurance | 1.5 |
ICBC - Life Insurance | 1.5 |
ICM - Life Insurance | 1.5 |
ICS - Life Insurance | 1.5 |
PFP - PFP Professional development | 1.5 |
QAFP - Practice Management | 1.5 |
Evaluating Client Profitability | |
Accreditation | Credits |
ADVOCIS - Structured Learning CE | 0.5 |
AIC - Life Insurance | 0.5 |
CFA Institute - CFA - PD | 0.5 |
CFP - Practice Management | 0.5 |
CIM - CIM Professional development | 0.5 |
CIRO-ID - Professional Development | 0.5 |
CIRO-MF - Professional Development | 0.5 |
FSRA - Life Insurance | 0.5 |
ICBC - Life Insurance | 0.5 |
ICM - Life Insurance | 0.5 |
ICS - Life Insurance | 0.5 |
PFP - PFP Professional development | 0.5 |
QAFP - Practice Management | 0.5 |
Final Test - Succession Planning for Advisors | |
Accreditation | Credits |
CIM - CIM Professional development | 1 |
CIWM - CIWM Professional development | 1 |
PFP - PFP Professional development | 1 |
Leveraging Professional Relationships | |
Accreditation | Credits |
ADVOCIS - Structured Learning CE | 0.5 |
AIC - Life Insurance | 0.5 |
CFA Institute - CFA - PD | 0.5 |
CFP - Financial Planning | 0.5 |
CIM - CIM Professional development | 0.5 |
CIRO-ID - Professional Development | 0.5 |
CIRO-MF - Professional Development | 0.5 |
FSRA - Life Insurance | 0.5 |
ICBC - Life Insurance | 0.5 |
ICM - Life Insurance | 0.5 |
ICS - Life Insurance | 0.5 |
PFP - PFP Professional development | 0.5 |
QAFP - Practice Management | 0.5 |
Life Stages and Transitions | |
Accreditation | Credits |
ADVOCIS - Structured Learning CE | 1 |
AIC - Life Insurance | 1 |
CFA Institute - CFA - PD | 1 |
CFP - Financial Planning | 1 |
CIM - CIM Professional development | 1 |
CIRO-ID - Professional Development | 1 |
CIRO-MF - Professional Development | 1 |
FSRA - Life Insurance | 1 |
ICBC - Life Insurance | 1 |
ICM - Life Insurance | 1 |
ICS - Life Insurance | 1 |
PFP - PFP Professional development | 1 |
QAFP - Practice Management | 1 |
Objectives Based Approach to Client Discovery | |
Accreditation | Credits |
ADVOCIS - Structured Learning CE | 1.5 |
AIC - Life Insurance | 1.5 |
CFA Institute - CFA - PD | 1.5 |
CFP - Practice Management | 1.5 |
CIM - CIM Professional development | 1.5 |
CIRO-ID - Professional Development | 1.5 |
CIRO-MF - Professional Development | 1.5 |
FSRA - Life Insurance | 1.5 |
ICBC - Life Insurance | 1.5 |
ICM - Life Insurance | 1.5 |
ICS - Life Insurance | 1.5 |
PFP - PFP Professional development | 1.5 |
QAFP - Practice Management | 1.5 |
Final Test - Asset Location Strategies | |
Accreditation | Credits |
---|---|
ADVOCIS - Structured Learning CE | 1 |
AIC - Life Insurance | 1 |
CFA Institute - CFA - PD | 1 |
CFP - Financial Planning | 1 |
CIM - CIM Professional development | 1 |
CIRO-ID - Professional Development | 1 |
CIRO-MF - Professional Development | 1 |
CSF - Mutual Funds | 1 |
FSRA - Life Insurance | 1 |
ICBC - Life Insurance | 1 |
ICM - Life Insurance | 1 |
ICS - Life Insurance | 1 |
IQPF - SFPA | 1 |
PFP - PFP Professional development | 1 |
QAFP - Financial Planning | 1 |
Final Test - Goal Based Investing | |
Accreditation | Credits |
ADVOCIS - Structured Learning CE | 1.5 |
AIC - Life Insurance | 1.5 |
CFA Institute - CFA - PD | 1.5 |
CFP - Financial Planning | 1.5 |
CIM - CIM Professional development | 1.5 |
CIRO-ID - Professional Development | 1.5 |
CIRO-MF - Professional Development | 2 |
CSF - Mutual Funds | 2 |
FSRA - Life Insurance | 1.5 |
ICBC - Life Insurance | 1.5 |
ICS - Life Insurance | 1.5 |
IQPF - SFPA | 1 |
PFP - PFP Professional development | 1.5 |
QAFP - Financial Planning | 1.5 |
Final Test - Income Producing Investments | |
Accreditation | Credits |
ADVOCIS - Structured Learning CE | 3.5 |
CFA Institute - CFA - PD | 3.5 |
CFP - Financial Planning | 3.5 |
CIM - CIM Professional development | 3.5 |
CIRO-ID - Professional Development | 3.5 |
CIRO-MF - Professional Development | 4 |
CSF - Mutual Funds | 4 |
FSRA - Life Insurance | 3.5 |
ICBC - Life Insurance | 3.5 |
ICS - Life Insurance | 3.5 |
IQPF - SFPA | 3 |
PFP - PFP Professional development | 3.5 |
QAFP - Financial Planning | 3.5 |
Final Test - Longevity of Retirement Portfolios | |
Accreditation | Credits |
ADVOCIS - Structured Learning CE | 1.5 |
CFA Institute - CFA - PD | 1.5 |
CFP - Financial Planning | 1.5 |
CIM - CIM Professional development | 1.5 |
CIRO-ID - Professional Development | 1.5 |
CIRO-MF - Professional Development | 2 |
CSF - Mutual Funds | 2 |
FSRA - Life Insurance | 1.5 |
ICBC - Life Insurance | 1.5 |
ICS - Life Insurance | 1.5 |
IQPF - SFPA | 2 |
PFP - PFP Professional development | 1.5 |
QAFP - Financial Planning | 1.5 |
Final Test - Protecting Family's Wealth | |
Accreditation | Credits |
ADVOCIS - Structured Learning CE | 4.5 |
AIC - Life Insurance | 4.5 |
CFA Institute - CFA - PD | 4.5 |
CFP - Financial Planning | 4.5 |
CIM - CIM Professional development | 4.5 |
CIRO-ID - Professional Development | 4.5 |
CIRO-MF - Professional Development | 5 |
CSF - Insurance of Persons | 5 |
FSRA - Life Insurance | 4.5 |
ICBC - Life Insurance | 4.5 |
ICM - Life Insurance | 4.5 |
ICS - Life Insurance | 4.5 |
IQPF - SFPA | 3 |
PFP - PFP Professional development | 4.5 |
QAFP - Financial Planning | 4.5 |
Final Test - Protecting Wealth Against Divorce | |
Accreditation | Credits |
ADVOCIS - Structured Learning CE | 1 |
AIC - Life Insurance | 1 |
CFA Institute - CFA - PD | 1 |
CFP - Financial Planning | 1 |
CIM - CIM Professional development | 1 |
CIRO-ID - Professional Development | 1 |
CIRO-MF - Professional Development | 1 |
CSF - Mutual Funds | 1 |
FSRA - Life Insurance | 1 |
ICBC - Life Insurance | 1 |
ICM - Life Insurance | 1 |
ICS - Life Insurance | 1 |
IQPF - SFPA | 1 |
PFP - PFP Professional development | 1 |
QAFP - Financial Planning | 1 |
Final Test - Tax Strategies During Retirement | |
Accreditation | Credits |
ADVOCIS - Structured Learning CE | 2.5 |
AIC - Life Insurance | 2.5 |
CFA Institute - CFA - PD | 2.5 |
CFP - Financial Planning | 2.5 |
CIM - CIM Professional development | 2.5 |
CIRO-ID - Professional Development | 2.5 |
CIRO-MF - Professional Development | 3 |
CSF - Mutual Funds | 3 |
FSRA - Life Insurance | 2.5 |
ICBC - Life Insurance | 2.5 |
ICM - Life Insurance | 2.5 |
ICS - Life Insurance | 2.5 |
IQPF - SFPA | 2 |
PFP - PFP Professional development | 2.5 |
QAFP - Financial Planning | 2.5 |
Final Test - Trusts as an Asset Protection and Tax-Minimization Tool | |
Accreditation | Credits |
ADVOCIS - Structured Learning CE | 0.5 |
AIC - Life Insurance | 0.5 |
CFA Institute - CFA - PD | 0.5 |
CFP - Financial Planning | 0.5 |
CIM - CIM Professional development | 0.5 |
CIRO-ID - Professional Development | 0.5 |
CIRO-MF - Professional Development | 1 |
FSRA - Life Insurance | 0.5 |
ICBC - Life Insurance | 0.5 |
ICM - Life Insurance | 0.5 |
ICS - Life Insurance | 0.5 |
IQPF - SFPA | 1 |
PFP - PFP Professional development | 0.5 |
QAFP - Financial Planning | 0.5 |
Final Test - Understanding Your Clients' Retirement | |
Accreditation | Credits |
ADVOCIS - Structured Learning CE | 3 |
AIC - Life Insurance | 3 |
CFA Institute - CFA - PD | 3 |
CFP - Financial Planning | 3 |
CIM - CIM Professional development | 3 |
CIRO-ID - Professional Development | 3 |
CIRO-MF - Professional Development | 3 |
CSF - Mutual Funds | 3 |
FSRA - Life Insurance | 3 |
ICBC - Life Insurance | 3 |
ICM - Life Insurance | 3 |
ICS - Life Insurance | 3 |
IQPF - SFPA | 3 |
PFP - PFP Professional development | 3 |
QAFP - Financial Planning | 3 |
Gifting to Family Members | |
Accreditation | Credits |
ADVOCIS - Structured Learning CE | 1 |
AIC - Life Insurance | 1 |
CFA Institute - CFA - PD | 1 |
CFP - Financial Planning | 1 |
CIM - CIM Professional development | 1 |
CIRO-ID - Professional Development | 1 |
CIRO-MF - Professional Development | 1 |
CSF - Mutual Funds | 1 |
FSRA - Life Insurance | 1 |
ICBC - Life Insurance | 1 |
ICM - Life Insurance | 1 |
ICS - Life Insurance | 1 |
IQPF - SFPA | 1 |
PFP - PFP Professional development | 1 |
QAFP - Financial Planning | 1 |