Click this button to login to my csi Click this button to get our contact information Français A A A Click this button to access your shopping cart
To search CSI please enter your search query and press this button
Canadian Securities Institute, Moody's Analytics Training & Certification Services
Mobile Menu
Home: Courses: Continuing Education Credits

At CSI, the well-being of our valued learners and staff is our highest priority. Learn more about our response to COVID-19 and changes to our exam delivery format.

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 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)
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.

ABOUT CSI | THE CSC & IFC | OUR COURSES | DESIGNATIONS & CERTIFICATES | CORPORATE SOLUTIONS | SUPPORT & EXAMS
Privacy Policy | Terms of Use | Cookie Notice | Sitemap | © , Moody's Analytics Global Education (Canada), Inc. | 20.01.03.mkt 2020-06-12