| 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 FP Canada. |
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 FP Canada as meeting the minimum requirements for CE approval as outlined within the FP Canada 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 FP Canada |
| |
Professional Associations |
| Advocis |
Financial Advisors Association of Canada |
| AIC |
Alberta Insurance Council |
| AMP |
Mortgage Professionals Canada |
| 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 |
| ICS |
Insurance Council of Saskatchewan |
| 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) |
| |
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.
