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 Compliance and Professional Development (PD) requirements at the same time. |
2 |
CSI believes these courses meet the CE guidelines of these organizations. We advise that participants or their firms determine whether completion of the seminar, program or course qualifies for CE credits and what type of CE credits (technical/general or compliance/professional development) the seminar, program or course qualifies for. Note: Courses that lead to initial accreditation generally cannot be used for continuing education purposes for the achieved license 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 |
This course is not eligible for CE credits for FPSC. |
5 |
AMP participants are to self-report their third party CEU by logging on to www.mortgagecampus.org |
6 |
This CE activity has been approved by FPSC® as meeting the minimum requirements for CE approval as outlined within the FPSC Continuing Education Guidelines. The views and options expressed in this presentation are those
of the presenter/content author and do not necessarily reflect the views of Financial Planning Standards Council (FPSC)
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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. |
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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.
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