| Course Name | CEU / Certification Type | Accreditation | FP Canada | Identification # |
|---|---|---|---|---|
| Accident and Sickness Review Course Part 1 | 3.0 x A&S - Technical | BC, AB, SK, MB, ON | 3.0 x Financial Planning | AIC58757; MB12302 |
| Accident and Sickness Review Course Part 2 | 4.0 x A&S - Technical | BC, AB, SK, MB, ON | 4.0 x Financial Planning | AIC58758; MB12303 |
| Agent Development - How Employee Group Benefit Plans Work | 3.0 x A&S - Technical | BC, AB, SK, MB, ON | 3.0 x Financial Planning | AIC60430; MB12557 |
| Agent Development Course Disability Insurance | 3.0 x Life/A&S-Technical (Alberta - A&S Only) | BC, AB, SK, MB, ON | 3.0 x Financial Planning | AIC60431; MB3215 |
| Al And The Individual Pension Plan | 4.0 x Life/A&S-Technical (Alberta - Life Only) | BC, AB, SK, MB, ON | 4.0 x Financial Planning | MB3278; AIC54882 |
| Basic Business Valuations | 2.0 x Life/A&S-Technical (Alberta - Life Only) | BC, AB, SK, MB, ON | AIC60414; MB28341 | |
| BC - An Insurance Professional Regulatory Responsibilities |
3.0 x General/Adjuster - Technical 3.0 x Life/A&S - Technical |
BC | ||
| Behavioural Finance | 4.0 x Life/A&S-Technical (Alberta - Life Only) | BC, AB, SK, MB, ON | AIC59898; MB28340 | |
| Beyond RRSP's - Maturity Options - Part 2 | 3.0 x Life/A&S-Technical (Alberta - Life Only) | BC, AB, SK, MB, ON | 3.0 x Financial Planning | AIC60415; MB12567 |
| Business Insurance (A Life Agent Development Course) - Part 1 | 3.0 x Life/A&S - Technical | BC, SK, MB, ON | 3.0 x Financial Planning | MB7069 |
| Business Insurance (A Life Agent Development Course) - Part 2 | 3.0 x Life/A&S - Technical | BC, SK, MB, ON | 3.0 x Financial Planning | MB7070 |
| Business Insurance (A Life Agent Development Course) - Part 3 | 2.0 x Life/A&S - Technical | BC, SK, MB, ON | 2.0 x Financial Planning | MB7071 |
| Business Insurance A Life Agent Development Course | 7.5 x Life - Technical | AB | AIC54935 | |
| Carrots not Whips | 2.0 x Life/A&S - Technical | BC, SK, MB, ON | 2.0 x Financial Planning | MB15265 |
| CFP Code of Ethics and Standards of Conduct | 2.0 x Life/A&S-Technical (Alberta - Life Only) | BC, AB, SK, MB, ON | AIC60416; MB33298 | |
| Client Service and Sales | ||||
| Client-Focused Reforms New Course | 1.0 x Life - Technical | BC, AB, SK, MB, ON | AIC60354; MB38767 | |
| Comprehensive Estate Planning with Life Insurance | 2.0 x Life/A&S-Technical (Alberta - Life Only) | BC, AB, SK, MB, ON | AIC60417; MB21599 | |
| Creative Uses of Life Insurance: Split Beneficiary Planning | 2.0 x Life/A&S-Technical (Alberta - Life Only) | BC, AB, SK, MB, ON | AIC60418; MB29960 | |
| Critical Illness Insurance: Benefits for the Living | 3.0 x Life/A&S-Technical (Alberta - A&S Only) | BC, AB, SK, MB, ON | 3.0 x Financial Planning | AIC58759; MB3158 |
| Developing a Tax Effective Strategy for Charitable Giving | 3.0 x Life/A&S-Technical (Alberta - Life Only) | BC, AB, SK, MB, ON | 3.0 x Financial Planning | AIC60419; MB3159 |
| Disability (Income Replacement) Insurance - Part 1 | 3.0 x Life/A&S - Technical | BC, SK, MB, ON | 3.0 x Financial Planning | MB3162 |
| Disability (Income Replacement) Insurance - Part 2 | 3.0 x Life/A&S - Technical | BC, SK, MB, ON | 3.0 x Financial Planning | MB3163 |
| Disability Income Replacement Insurance | 6.0 x A&S - Technical | AB | AIC55144 | |
| ESG Investing Explained | 3.0 x Life/A&S-Technical (Alberta - Life Only) | BC, AB, SK, MB, ON | AIC60420; MB33303 | |
| Ethical Theory & Conduct in the Insurance Industry: Ethics Defined & Practical Foundations |
2.0 x Life/A&S-Technical (Alberta - Life Only) 1.0 x SK Approved Ethics - Life/A&S |
BC, AB, SK, MB | AIC60349; MB31690 | |
| Ethical Theory & Conduct in the Insurance Industry: The Ethical Agent |
2.0 x Life/A&S-Technical (Alberta - Life Only) 2.0 x SK Approved Ethics - Life/A&S |
BC, AB, SK, MB | AIC60350; MB31691 | |
| Ethical Theory & Conduct in the Insurance Industry: The Ethical Agent Case Examples |
2.0 x Life/A&S-Technical (Alberta - Life Only) 1.0 x SK Approved Ethics - Life/A&S |
BC, AB, SK, MB | AIC60351; MB31692 | |
| Ethics in the Insurance Industry - Part 1 |
3.0 x Life/A&S - Technical 1.0 x SK Approved Ethics - Life/A&S |
BC, SK, MB | 3.0 x Financial Planning | MB12568 |
| Ethics in the Insurance Industry - Part 1 | 1.0 x Life - Technical | AB | AIC59615 | |
| Ethics in the Insurance Industry - Part 2 |
3.0 x Life/A&S - Technical 1.0 x SK Approved Ethics - Life/A&S |
BC, SK, MB | 3.0 x Financial Planning | MB12569 |
| Ethics in the Insurance Industry - Part 2 | 1.0 x Life - Technical | AB | AIC59616 | |
| Ethics in the Insurance Industry - Part 3 |
4.0 x Life/A&S - Technical 1.0 x SK Approved Ethics - Life/A&S |
BC, SK, MB | 4.0 x Practice Management | MB13925 |
| Group RPPs and Disability Income Insurance | 3.0 x Life/A&S-Technical (Alberta - A&S Only) | BC, AB, SK, MB, ON | 3.0 x Financial Planning | AIC59905; MB12585 |
| Guidance on Fair Treatment of Customers |
2.0 x Life/A&S - Technical 2.0 x General/Adjuster |
BC, AB, SK, MB, ON | MB34143; AIC55509 | |
| How do they get that Price? Employee Benefit Pricing | 2.0 x Life/A&S-Technical (Alberta - A&S Only) | BC, AB, SK, MB, ON | 2.0 x Financial Planning | AIC60421; MB10670 |
| How Group Insurance Plans Work | 2.0 x Life/A&S-Technical (Alberta - A&S Only) | BC, AB, SK, MB, ON | 2.0 x Financial Planning | AIC60422; MB12584 |
| How Life Insurance Premiums are Determined | 2.0 x Life/A&S-Technical (Alberta - Life Only) | BC, AB, SK, MB, ON | 2.0 x Financial Planning | AIC60423; MB12579 |
| Individual Disability Income Insurance and Related Policies | 1.0 x Life/A&S-Technical (Alberta - A&S Only) | BC, AB, SK, MB, ON | AIC60424; MB30085 | |
| Innovative Group Benefit Plans | 1.0 x Life/A&S-Technical (Alberta - A&S Only) | BC, AB, SK, MB, ON | 1.0 x Financial Planning | AIC60425; MB10671 |
| Insurance Act of B.C. Reforms |
3.0 x General/Adjuster - Technical 3.0 x Life/A&S - Technical |
BC | ||
| Insurance Act of Manitoba Amendments |
3.0 x General/Adjuster - Technical 3.0 x Life/A&S - Technical |
MB | MB23746 | |
| Introduction to Cyber Risks for Insurance Industry Professionals |
3.0 x General/Adjuster - Technical 3.0 x Life/A&S - Technical |
BC, AB, SK, MB, ON | AIC56201,MB39301 | |
| Introduction to Economics | 5.0 x Life - Technical | AB | AIC55425 | |
| Introduction to Economics (A Life Development Course) - Part 1 | 3.0 x Life/A&S - Technical | BC, SK, MB, ON | 3.0 x Financial Planning | MB7073 |
| Introduction to Errors and Omissions Exposures Insurance for Life A and S Agents | 1.0 x Life/A&S - Technical | BC, AB, SK, MB, ON | 1.0 x Financial Planning | AIC59906; MB21286 |
| Introduction to Travel Insurance Life and Body Protection Coverage | 2.0 x Life/A&S-Technical (Alberta - A&S Only) | BC, AB, SK, MB, ON | AIC60426; MB26530 | |
| Introduction to Travel Insurance Medical and Dental Coverage | 2.0 x Life/A&S-Technical (Alberta - A&S Only) | BC, AB, SK, MB, ON | AIC60427; MB26531 | |
| Investing in a Corporate Social Responsibility Framework | 2.0 x Life/A&S-Technical (Alberta - Life Only) | BC, AB, SK, MB, ON | AIC60428; MB27162 | |
| Investing with ETFs | 1.0 x Life/A&S-Technical (Alberta - Life Only) | BC, AB, SK, MB, ON | AIC60429; MB33761 | |
| Investment Management - Concepts and Practices | 4.0 x Life - Technical | AB | AIC55617 | |
| Investment Management and Your Client - Part 1 | 2.0 x Life/A&S - Technical | BC, SK, MB, ON | 2.0 x Financial Planning | MB11465 |
| Investment Management and Your Client - Part 2 | 2.0 x Life/A&S - Technical | BC, SK, MB, ON | 2.0 x Financial Planning | MB11466 |
| Life Agent Development - The Foundation | 6.0 x Life - Technical | AB | AIC55328 | |
| Life Agent Development - The Foundation - Part 1 | 3.0 x Life/A&S - Technical | BC, SK, MB, ON | 3.0 x Financial Planning | MB12558 |
| Life Agent Development - The Foundation - Part 2 | 3.0 x Life/A&S - Technical | BC, SK, MB, ON | 3.0 x Financial Planning | MB12559 |
| Life Agent Development Course Retirement Planning | 3.0 x Life/A&S-Technical (Alberta - Life Only) | BC, AB, SK, MB, ON | 3.0 x Financial Planning | AIC60432; MB3216 |
| Life Agent Development Program - Economics - Part 2 | 3.0 x Life/A&S - Technical | BC, SK, MB, ON | 3.0 x Financial Planning | MB3149 |
| Life Agent Development Program - Financial and Estate Planning | 3.0 x Life/A&S-Technical (Alberta - Life Only) | BC, AB, SK, MB, ON | 3.0 x Financial Planning | AIC60433; MB3150 |
| Life Agent Development Program - Money management - Part 1 | 3.0 x Life/A&S-Technical (Alberta - Life Only) | BC, AB, SK, MB, ON | 3.0 x Financial Planning | AIC60434; MB3253 |
| Life Agent Development Program - Money management - Part 2 | 3.0 x Life/A&S-Technical (Alberta - Life Only) | BC, AB, SK, MB, ON | 3.0 x Financial Planning | AIC60435; MB3154 |
| Life Agent Development Program - Taxation | 3.0 x Life/A&S-Technical (Alberta - Life Only) | BC, AB, SK, MB, ON | 3.0 x Financial Planning | AIC60436; MB3152 |
| Life Insurance - The Underwriting Process | 3.0 x Life/A&S-Technical (Alberta - Life Only) | BC, AB, SK, MB, ON | 3.0 x Financial Planning | AIC60437; MB12562 |
| Life Insurance Dividends and Policy Riders | 1.0 x Life/A&S-Technical (Alberta - Life Only) | BC, AB, SK, MB, ON | 1.0 x Financial Planning | AIC60438; MB12582 |
| Manitoba - An insurance Professional's Regulatory Responsibilities | 4.0 x Life/A&S - Technical | MB | MB27087 | |
| Money Laundering Course for Life Insurance Companies and Agents | 2.0 x Life/A&S-Technical (Alberta - Life Only) | BC, AB, SK, MB, ON | 2.0 x Financial Planning | AIC60439; MB8692 |
| Potential Occupations at Conflict with Duties of an Insurance Intermediary-Alberta New Course |
1.0 x General/Adjuster - Technical 1.0 x Life/A&S - Technical |
AB | AIC60992 | |
| Potential Occupations at Conflict with Duties of an Insurance Intermediary-British Columbia New Course |
1.0 x General/Adjuster - Technical 1.0 x Life/A&S - Technical |
BC | ||
| Protecting Life Insurance Benefits from Creditors and Settlement Options for Beneficiaries | 3.0 x Life/A&S-Technical (Alberta - Life Only) | BC, AB, SK, MB, ON | 3.0 x Financial Planning | AIC60440; MB12583 |
| Public and Private Pension Plans | 2.0 x Life/A&S-Technical (Alberta - Life Only) | BC, AB, SK, MB, ON | 2.0 x Financial Planning | AIC60441; MB12586 |
| Retirement Success in Canada | 4.0 x Life/A&S-Technical (Alberta - Life Only) | BC, AB, SK, MB, ON | AIC59907; MB29959 | |
| Retirement, CPP/QPP and the Old Age Security | 2.0 x Life/A&S-Technical (Alberta - Life Only) | BC, AB, SK, MB, ON | 2.0 x Financial Planning | AIC60442; MB12587 |
| Role and Responsibilities in the Distribution of Life Insurance in BC New Course | 1.0 x Life/A&S - Technical | BC | ||
| Rules for Converting a RRSP - Maturity Options - Part 1 | 2.0 x Life/A&S-Technical (Alberta - Life Only) | BC, AB, SK, MB, ON | 2.0 x Financial Planning | AIC60443; MB13916 |
| Sales Management and Marketing | ||||
| Segregated Funds | 2.0 x Life/A&S-Technical (Alberta - Life Only) | BC, AB, SK, MB, ON | 2.0 x Financial Planning | AIC60444; MB8623 |
| Small Business Healthcare | 2.0 x Life/A&S-Technical (Alberta - A&S Only) | BC, AB, SK, MB, ON | 2.0 x Financial Planning | AIC60445; MB8624 |
| Supplementary Unemployment Benefit Agreements (SUB) | 2.0 x Life/A&S - Technical | BC, SK, MB, ON | 2.0 x Financial Planning | MB8625 |
| Technology Trends in the Insurance Industry | 2.0 x Life/A&S - Technical | BC, SK, MB, ON | MB30088 | |
| Term and Permanent Life Insurance Explained | 2.0 x Life - Technical | BC, AB, SK, MB, ON | 2.0 x Financial Planning | AIC60446; MB12578 |
| The Ethical Agent Part 1 | BC, SK, MB, QC, ON | 2.0 x Professional Responsibility | ||
| The Ethical Agent Part 2 | BC, SK, MB, QC, ON | 2.0 x Professional Responsibility | ||
| The Psychology of Employee Benefits | 1.0 x Life/A&S - Technical | BC, SK, MB, ON | 2.0 x Practice Management | MB10672 |
| The Role of Insurance in Estate Planning - Part 1 | 3.0 x Life - Technical | BC, AB, SK, MB, ON | 3.0 x Financial Planning | AIC60447; MB7091 |
| The Role of Insurance in Estate Planning - Part 2 | 2.0 x Life - Technical | BC, AB, SK, MB, ON | 2.0 x Financial Planning | AIC60448; MB7092 |
| Traditional Uses of Life Insurance in Estate Planning | 3.0 x Life - Technical | BC, AB, SK, MB, ON | 3.0 x Financial Planning | AIC60449; MB10981 |
| Travel and Emergency Medical Insurance | 1.0 x A&S - Technical | BC, AB, SK, MB, ON | AIC60450; MB30083 | |
| Understanding Canadian Registered Savings Plans | 3.0 x Life/A&S-Technical (Alberta - Life Only) | BC, AB, SK, MB, ON | AIC60451; MB30871 | |
| Understanding Registered Education Savings Plans and How They Work | 3.0 x Life - Technical | BC, AB, SK, MB, ON | 3.0 x Financial Planning | AIC60452; MB3268 |
| Understanding, Analyzing, and Interpreting Financial Statements | 4.0 x Life - Technical | BC, AB, SK, MB, ON | AIC60453; MB29899 | |
| Universal Life Insurance - Part 1 | 3.0 x Life - Technical | BC, AB, SK, MB, ON | 3.0 x Financial Planning | AIC60454; MB3270 |
| Universal Life Insurance - Part 2 New Course | 3.0 x Life - Technical | BC, AB, SK, MB, ON | 3.0 x Financial Planning | AIC60455; MB3271 |