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What Continuing Education (CE) credits will you earn?
Client Discovery
Assessing the Client's Financial Situation
Accreditation
Credits
AIC - Life Insurance
2
CIRO-MF - Professional Development
2
CSF - Mutual Funds
2
FSRA - Life Insurance
2
ICBC - Life Insurance
2
ICS - Life Insurance
2
Getting to Know the Clients
Accreditation
Credits
AIC - Life Insurance
3
CIRO-MF - Professional Development
3
CSF - Mutual Funds
3
FSRA - Life Insurance
3
ICBC - Life Insurance
3
ICS - Life Insurance
3
Understanding Behavioural Finance
Accreditation
Credits
AIC - Life Insurance
2
CIRO-MF - Professional Development
2
CSF - Mutual Funds
2
FSRA - Life Insurance
2
ICBC - Life Insurance
2
ICS - Life Insurance
2
Tax Planning
Tax Reduction Strategies
Accreditation
Credits
AIC - Life Insurance
3
CSF - Mutual Funds
3
FSRA - Life Insurance
3
ICM - Life Insurance
3
ICS - Life Insurance
3
Understanding Tax Returns
Accreditation
Credits
AIC - Life Insurance
2
CIRO-MF - Professional Development
2
CSF - General Subjects
1
CSF - Mutual Funds
1
FSRA - Life Insurance
2
ICM - Life Insurance
2
ICS - Life Insurance
2
Retirement Planning
Employer-Sponsored Pension Funds
Accreditation
Credits
AIC - Life Insurance
3
CIRO-MF - Professional Development
3
CSF - Mutual Funds
3
FSRA - Life Insurance
3
ICS - Life Insurance
3
Government Pension Programs
Accreditation
Credits
AIC - Life Insurance
2
CIRO-MF - Professional Development
2
CSF - Mutual Funds
2
FSRA - Life Insurance
2
ICS - Life Insurance
2
Retirement Planning Process
Accreditation
Credits
AIC - Life Insurance
2
CSF - Mutual Funds
2
FSRA - Life Insurance
2
ICS - Life Insurance
2
Retirement Savings Plans
Accreditation
Credits
AIC - Life Insurance
2
CIRO-MF - Professional Development
2
CSF - Mutual Funds
2
FSRA - Life Insurance
2
ICS - Life Insurance
2
Estate Planning
Estate Planning Strategies
Accreditation
Credits
AIC - Life Insurance
3
CIRO-MF - Professional Development
3
CSF - Mutual Funds
3
FSRA - Life Insurance
3
ICS - Life Insurance
2
Personal Risk Management
Accreditation
Credits
AIC - Life Insurance
2
CIRO-MF - Professional Development
2
CSF - Mutual Funds
2
FSRA - Life Insurance
2
ICS - Life Insurance
2
Planning to Pass on the Estate
Accreditation
Credits
AIC - Life Insurance
2
CIRO-MF - Professional Development
2
CSF - General Subjects
2
FSRA - Life Insurance
2
ICS - Life Insurance
2
Wealth Transfer Plans and the Family
Accreditation
Credits
AIC - Life Insurance
2
CIRO-MF - Professional Development
3
CSF - Mutual Funds
3
FSRA - Life Insurance
2
ICS - Life Insurance
2
Foundations of Investment Management
Advanced Mutual Fund Selection
Accreditation
Credits
AIC - Life Insurance
2
FSRA - Life Insurance
2
ICS - Life Insurance
2
Asset Allocation
Accreditation
Credits
AIC - Life Insurance
2
CSF - Mutual Funds
1
FSRA - Life Insurance
2
ICS - Life Insurance
2
Introduction to Investment Management
Accreditation
Credits
AIC - Life Insurance
2
FSRA - Life Insurance
2
ICS - Life Insurance
2
Overview of ETFs and Liquid Alts
Accreditation
Credits
AIC - Life Insurance
2
FSRA - Life Insurance
2
ICS - Life Insurance
2
Retirement Planning Income and Products
Final Quiz – Annuities and Guaranteed Minimum Withdrawal Benefit Plans
Accreditation
Credits
AIC - Life Insurance
2
CIRO-MF - Professional Development
2
CSF - Mutual Funds
2
FSRA - Life Insurance
2
ICS - Life Insurance
2
Final Quiz – Income-Generating Investment Funds
Accreditation
Credits
AIC - Life Insurance
2
CIRO-MF - Professional Development
2
CSF - Mutual Funds
2
FSRA - Life Insurance
2
ICS - Life Insurance
2
Final Quiz – Index-Linked GICs and Mortgage-Backed Securities
Accreditation
Credits
AIC - Life Insurance
2
CIRO-MF - Professional Development
2
CSF - Mutual Funds
2
FSRA - Life Insurance
2
ICS - Life Insurance
2
Final Quiz – Portfolio Longevity in Retirement
Accreditation
Credits
AIC - Life Insurance
3
CIRO-MF - Professional Development
3
CSF - Mutual Funds
3
FSRA - Life Insurance
3
ICS - Life Insurance
3
Practice Management for Mutual Fund Representatives
Adhering to Professional Sales Practice Standards
Accreditation
Credits
CIRO-MF - Business Conduct - Other
2
CSF - Compliance
2
Developing Your Mutual Fund Business
Accreditation
Credits
CIRO-MF - Professional Development
2
CSF - General Subjects
2
Managing Your Mutual Fund Business
Accreditation
Credits
CIRO-MF - Professional Development
2
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.
