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Continuing Education Credits

Want to see how many CE credits you'll earn for each CSI course and seminar?
Click here for a printable chart of CE credits for all CSI products.

Continuing Education Accreditation Chart (Excluding IQPF/CSF)
Footnote Description
1
Credits may not be used to satisfy both IIROC's Compliance and Professional Development (PD) requirements at the same time. A course can only be applied for IIROC continuing education purposes once and only in one cycle with the exception of "CPH for Industry Professionals".
2
CSI believes these courses meet the CE guidelines of these organizations. Students or their firms make the final determination whether completion qualifies for CE credits and what type of CE credits (verifiable/non-verifiable or technical/general or compliance/professional development). Note: Courses that are on an educational path leading to initial certification generally cannot be used for CE purposes for the achieved licence or designation.
3
We've submitted this course to the regulator for approval and are currently waiting for notification of course acceptance and confirmation of CE credits.
4
Registered Representatives who take the WME, PFPC or IMT to satisfy the 30-month post licensing requirement of IIROC Rule 18.4 may not use the same course to fulfill the PD requirement of CE.
5
These courses qualify for Voluntary Participation which extends the validity periods of the CSC and the CPH.
6
This course is not eligible for CE credits for FPSC.
7
The CFA Institute requires that CSI send a completion record directly to the Institute for individuals seeking CE credits for the CFA designation. If you wish to receive CFA CE credits (this does not apply to the CIPM designation), please complete the CFA - Confirmation of CE Activities form available at www.csi.ca and send an e-mail, with the completed form, to designationmanagers@csi.ca requesting that you be included on the listing CSI provides to the CFA Institute for continuing education credit. Your e-mail must include the completed CFA - Confirmation of CE Activities form including your CFA number, a copy of the Notice of Course Completion that was provided by CSI for the course completed and your signature on the Release Statement which grants specific permission to allow CSI to send this information to the CFA Institute.
8
CAAMP participants are to self-report their third party CEU by logging on to www.mortgagecampus.org.
  Professional Associations
Advocis Financial Advisors Association of Canada
AIC Alberta Insurance Council
CAAMP Canadian Association of Accredited Mortgage Professionals
CECAP Continuing Education Course Accreditation Process
FCSI Fellow of the Canadian Securities Institute
FPSC Financial Planners Standards Council (CFP® designation)
Financial Planners Standards Council is the licensor of the CFP® certification mark in Canada
FSCO Financial Services Commission of Ontario
ICBC Insurance Council of British Columbia
ICM Insurance Council of Manitoba
IIROC The Investment Industry Regulatory Organization of Canada (IIROC) (formerly the Investment Dealers Association of Canada (IDA) and Market Regulation Services Inc. (RS) which are now one organization)
Continuing Education Accreditation Chart (IQPF/CSF)
Footnote Description
1
We've submitted this course to the regulator for approval and are currently waiting for notification of course acceptance and confirmation of CE credits.
2
These courses qualify for Voluntary Participation which extends the validity periods of the CSC and the CPH.
3
This module was part of the cycle 2 package "CE Compliance Course including CPH for Industry Professionals". Therefore, if this package was taken in cycle 2, this module cannot be used for cycle 3 purposes.
  Professional Associations
IQPF Institut québécois de planification financière
SFPA Training activities in the financial planning areas (previously called Level II)
SC Training activities in subjects pertaining to compliance with standards, ethics and business conduct
SC-FP Training activities in subjects pertaining to compliance with standards, ethics and business conduct related directly to financial planning
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

This information was collected by CSI staff in September 2008. While every effort has been made to ensure that this information is current and correct, CSI cannot ensure its accuracy.