Course Name CEU / Certification Type Accreditation FP Canada Identification #
Éthique dans l'industrie des assurances - Partie 2 3.0 x CSF - Conformité QC CSF13-10-30630
Éthique dans l'industrie des assurances - Partie 3 4.0 x CSF - Conformité QC CSF13-10-30631
Évaluations de base d'entreprise pour les agents d'assurance-vie 2.0 x CSF - Matières générales QC CSF17-07-39921
Accident and Sickness Review Course Part 1 3.0 x A&S - Technical BC, AB, SK, MB, ON 3.0 x Financial Planning AIC49127; MB12302
Accident and Sickness Review Course Part 2 4.0 x A&S - Technical BC, AB, SK, MB, ON 4.0 x Financial Planning AIC49128; MB12303
Act Respecting the Distribution of Financial Products and Services Part 1 2.0 x CSF - Compliance QC CSF19-06-49366
Act Respecting the Distribution of Financial Products and Services Part 2 3.0 x CSF - Compliance QC CSF19-06-49367
Agent Development Course: Group and Retirement Benefits 3.0 x CSF - Group Insurance of Persons QC CSF14-10-32559
Al And The Individual Pension Plan 4.0 x Life/A&S-Technical (AB Life Only) BC, AB, SK, MB, ON 4.0 x Financial Planning MB3278; AIC54882
Al and the Individual Pension Plan 4.0 x CSF - Insurance of Persons QC CSF17-08-39969
Al et le régime de retraite individuel 4.0 x CSF - Assurance de personnes QC CSF17-08-39969
Alberta - An Insurance Professional Regulatory Responsibilities 1.0 x Life/A&S - Technical AB AIC56168
Assurance-accident et assurance-maladie collectives et Régimes de pension agréés 3.0 x CSF - Assurance collective de personnes QC CSF14-01-31194
Basic Business Valuations 2.0 x Life/A&S - Technical BC, SK, MB, ON MB28341
Basic Business Valuations 2.0 x CSF - General Subjects QC CSF17-07-39921
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 CSF - General Subjects QC CSF17-07-39925
Behavioural Finance 4.0 x Life/A&S - Technical BC, SK, MB, ON MB28340
Beyond RRSP's - Maturity Options - Part 2 1.0 x CSF - General Subjects
1.0 x CSF - Insurance of Persons
1.0 x CSF - Group Savings Plan Brokerage
QC CSF14-01-31190
Beyond RRSP's - Maturity Options - Part 2 3.0 x Life/A&S - Technical BC, SK, MB, ON 3.0 x Financial Planning 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 New 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 BC, SK, MB, ON MB33298
Client Service and Sales 2.0 x Life/A&S
Client Services and Sales 1.0 x CSF - General Subjects QC CSF17-07-39920
Comment devenir un dirigeant ou superviseur efficace 4.0 x CSF - Matières générales QC CSF17-07-39929
Comprehensive Estate Planning with Life Insurance 2.0 x Life/A&S - Technical BC, SK, MB, ON MB21599
Cours de conformité du Québec sur les lois sur la confidentialité 3.0 x CSF - Conformité QC CSF17-08-39971
Creative Uses of Life Insurance: Split Beneficiary Planning 2.0 x Life/A&S - Technical BC, SK, MB, ON MB29960
Creative Uses of Life Insurance: Split Beneficiary Planning 2.0 x CSF - Insurance of Persons QC CSF19-02-45697
Critical Illness Insurance: Benefits for the Living 3.0 x Life/A&S - Technical BC, SK, MB, ON 3.0 x Financial Planning MB3158
Developing a Customer Service Program for your Business 3.0 x CSF - General Subjects QC CSF14-01-31201
Developing a Tax Effective Strategy for Charitable Giving 3.0 x Life/A&S - Technical BC, SK, MB, ON 3.0 x Financial Planning 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 New Course 6.0 x A&S - Technical AB AIC55144
Dividendes de polices 1.0 x CSF - Assurance de personnes QC CSF14-01-31216
ESG Investing Explained 3.0 x Life/A&S - Technical BC, SK, MB, ON MB33303
Ethical Theory & Conduct in the Insurance Industry: Ethics Defined & Practical Foundations 2.0 x Life/A&S - Technical
1.0 x SK Approved Ethics - Life/A&S
BC, AB, SK, MB, ON AIC50746; MB31690
Ethical Theory & Conduct in the Insurance Industry: Ethics Defined & Practical Foundations 1.0 x CSF - Compliance QC CSF19-03-46091
Ethical Theory & Conduct in the Insurance Industry: The Ethical Agent 2.0 x CSF - Compliance QC CSF19-03-46107
Ethical Theory & Conduct in the Insurance Industry: The Ethical Agent 2.0 x Life/A&S - Technical
2.0 x SK Approved Ethics - Life/A&S
BC, AB, SK, MB, ON AIC50747; MB31691
Ethical Theory & Conduct in the Insurance Industry: The Ethical Agent Case Examples 2.0 x Life/A&S - Technical
1.0 x SK Approved Ethics - Life/A&S
BC, AB, SK, MB, ON AIC50748; MB31692
Ethical Theory & Conduct in the Insurance Industry: The Ethical Agent Case Examples 1.0 x CSF - General Subjects
1.0 x CSF - Compliance
QC CSF19-03-46108
Ethics in the Insurance Industry - Part 1 3.0 x Life/A&S - Technical
1.0 x SK Approved Ethics - Life/A&S
BC, AB, SK, MB, ON 3.0 x Financial Planning AIC49139; MB12568
Ethics in the Insurance Industry - Part 1 3.0 x CSF - Compliance QC CSF13-10-30629
Ethics in the Insurance Industry - Part 2 3.0 x CSF - Compliance QC CSF13-10-30630
Ethics in the Insurance Industry - Part 2 3.0 x Life/A&S - Technical
1.0 x SK Approved Ethics - Life/A&S
BC, AB, SK, MB, ON 3.0 x Financial Planning AIC49140; MB12569
Ethics in the Insurance Industry - Part 3 4.0 x CSF - Compliance QC CSF13-10-30631
Ethics in the Insurance Industry - Part 3 4.0 x Life/A&S - Technical
1.0 x SK Approved Ethics - Life/A&S
BC, AB, SK, MB, ON 4.0 x Practice Management AIC49141; MB13925
Group RPPs and Disability Income Insurance 3.0 x CSF - Group Insurance of Persons QC CSF14-01-31194
Group RPPs and Disability Income Insurance 3.0 x Life/A&S - Technical BC, SK, MB, ON 3.0 x Financial Planning MB12585
Guidance on Fair Treatment of Customers 2.0 x Life/A&S - Technical
2.0 x Life/A&S - Technical
BC, AB, SK, MB, ON MB34143; AIC55509
How do they get that Price? Employee Benefit Pricing 2.0 x Life/A&S - Technical BC, SK, MB, ON 2.0 x Financial Planning MB10670
How Group Insurance Plans Work 2.0 x Life/A&S - Technical BC, SK, MB, ON 2.0 x Financial Planning MB12584
How Group Insurance Plans Work 2.0 x CSF - Group Insurance of Persons QC CSF14-01-31195
How Life Insurance Premiums are Determined 2.0 x Life/A&S - Technical BC, SK, MB, ON 2.0 x Financial Planning MB12579
How to Improve Your Management Skills 4.0 x CSF - General Subjects QC CSF17-07-39929
Individual Disability Income Insurance and Related Policies 1.0 x CSF - Insurance of Persons QC CSF19-02-45698
Individual Disability Income Insurance and Related Policies 1.0 x Life/A&S - Technical BC, SK, MB, ON MB30085
Innovative Group Benefit Plans 1.0 x Life/A&S - Technical BC, SK, MB, ON 1.0 x Financial Planning 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 aux risques cybernétiques pour les professionnels de l'industrie des assurances 3.0 x CSF - Conformité QC CSF17-07-39912
Introduction to Cyber Risks for Insurance Industry Professionals 3.0 x Life/A&S - Technical BC, AB, SK, MB, ON AIC56201,MB26996
Introduction to Cyber Risks for Insurance Industry Professionals 3.0 x CSF - Compliance QC CSF17-07-39912
Introduction to Economics New Course 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 Economics (A Life Development Course) - Part 2 3.0 x Life/A&S - Technical BC, SK, MB, ON 3.0 x Financial Planning MB3149
Introduction to Errors and Omissions Exposures Insurance for Life A and S Agents 1.0 x Life/A&S - Technical BC, SK, MB, ON 1.0 x Financial Planning MB21286
Introduction to Travel Insurance Life and Body Protection Coverage 2.0 x Life/A&S - Technical BC, SK, MB, ON MB26530
Introduction to Travel Insurance Medical and Dental Coverage 2.0 x Life/A&S - Technical BC, SK, MB, ON MB26531
Investing in a Corporate Social Responsibility Framework 2.0 x Life/A&S - Technical BC, SK, MB, ON MB27162
Investing with ETFs 1.0 x Life/A&S - Technical BC, SK, MB, ON MB33761
Investment Management - Concepts and Practices New Course 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 1 2.0 x CSF - Group Savings Plan Brokerage QC CSF16-04-37595
Investment Management and Your Client - Part 2 2.0 x Life/A&S - Technical BC, SK, MB, ON 2.0 x Financial Planning MB11466
Investment Management and Your Client - Part 2 2.0 x CSF - Group Savings Plan Brokerage QC CSF16-04-37611
La finance comportementale 4.0 x CSF - Matières générales QC CSF17-07-39925
La prospection de clientèle et comment surmonter les objections de prix 2.0 x CSF - Matières générales QC CSF17-07-39930
La retraite, les RPC/RRQ et la Sécurité de la vieillesse 1.0 x CSF - Assurance collective de personnes QC CSF14-01-31191
Le rôle de l’assurance dans la planification successorale 5.0 x CSF - Assurance de personnes QC CSF17-07-39874
Les tendances de la technologie informatique dans le secteur des assurances 2.0 x CSF - Assurance de personnes QC CSF19-02-45665
Life Agent Development - How Employee Group Benefit Plans Work 3.0 x Life/A&S - Technical BC, SK, MB, ON 3.0 x Financial Planning MB12557
Life Agent Development - The Foundation New Course 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 Disability Insurance 3.0 x Life/A&S - Technical BC, SK, MB, ON 3.0 x Financial Planning MB3215
Life Agent Development Course Retirement Planning 3.0 x Life/A&S - Technical BC, SK, MB, ON 3.0 x Financial Planning MB3216
Life Agent Development Course Retirement Planning 1.0 x CSF - Group Insurance of Persons
2.0 x CSF - Group Savings Plan Brokerage
QC CSF14-01-31197
Life Agent Development Course, The Foundation Part 1 3.0 x CSF - Insurance of Persons QC CSF14-10-32578
Life Agent Development Course, The Foundation Part 2 3.0 x CSF - Insurance of Persons QC CSF14-10-32579
Life Agent Development Program - Financial and Estate Planning 3.0 x Life/A&S - Technical BC, SK, MB, ON 3.0 x Financial Planning MB3150
Life Agent Development Program - Money management - Part 1 3.0 x Life/A&S - Technical BC, SK, MB, ON 3.0 x Financial Planning MB3253
Life Agent Development Program - Money management - Part 2 3.0 x Life/A&S - Technical BC, SK, MB, ON 3.0 x Financial Planning MB3154
Life Agent Development Program - Taxation 3.0 x Life/A&S - Technical BC, SK, MB, ON 3.0 x Financial Planning MB3152
Life Insurance - The Underwriting Process 3.0 x CSF - Insurance of Persons QC CSF14-01-31220
Life Insurance - The Underwriting Process 3.0 x Life/A&S - Technical BC, SK, MB, ON 3.0 x Financial Planning MB12562
Life Insurance Dividends and Policy Riders 1.0 x Life/A&S - Technical BC, SK, MB, ON 1.0 x Financial Planning MB12582
Life Insurance Dividends and Policy Riders 1.0 x CSF - Insurance of Persons QC CSF14-01-31216
Making The Right Ethical Decisions 1.0 x CSF - Compliance QC CSF18-12-44571
Manitoba - An insurance Professional's Regulatory Responsibilities 4.0 x Life/A&S - Technical MB MB27087
Methodes pour payer les primes 2.0 x CSF - Assurance de personnes QC CSF14-01-31200
Methods of Paying Premiums 2.0 x CSF - Insurance of Persons QC CSF14-01-31200
Money Laundering Course for Life Insurance Companies and Agents 2.0 x Life/A&S - Technical BC, SK, MB, ON 2.0 x Financial Planning MB8692
Prendre des décisions conformes à l’éthique 1.0 x CSF - Conformité QC CSF18-12-44571
Prospecting and Overcoming Objections to Price 2.0 x CSF - General Subjects QC CSF17-07-39930
Protecting Life Insurance Benefits from Creditors and Settlement Options for Beneficiaries 2.0 x CSF - General Subjects
1.0 x CSF - Insurance of Persons
QC CSF14-01-31198
Protecting Life Insurance Benefits from Creditors and Settlement Options for Beneficiaries 3.0 x Life/A&S - Technical BC, SK, MB, ON 3.0 x Financial Planning MB12583
Public and Private Pension Plans 2.0 x Life/A&S - Technical BC, SK, MB, ON 2.0 x Financial Planning MB12586
Public and Private Pension Plans 2.0 x CSF - Group Insurance of Persons QC CSF14-01-31193
Quebec Compliance Course on Privacy Laws 3.0 x CSF - Compliance QC CSF17-08-39971
Régimes collectifs - Introduction et avantages de l'assurance collective 2.0 x CSF - Assurance collective de personnes QC CSF14-01-31195
Retirement Success in Canada 4.0 x Life/A&S - Technical BC, SK, MB, ON MB29959
Retirement Success in Canada 1.0 x CSF - Insurance of Persons
3.0 x CSF - Group Insurance of Persons
QC CSF19-02-45699
Retirement, CPP/QPP and the Old Age Security 1.0 x CSF - Group Insurance of Persons QC CSF14-01-31191
Retirement, CPP/QPP and the Old Age Security 2.0 x Life/A&S - Technical BC, SK, MB, ON 2.0 x Financial Planning MB12587
Risk Management Techniques & Identity Theft 1.0 x CSF - Compliance QC CSF17-07-39931
Rules for Converting a RRSP - Maturity Options - Part 1 2.0 x Life/A&S - Technical BC, SK, MB, ON 2.0 x Financial Planning MB13916
Rules for Converting a RRSP - Maturity options - Part 1 1.0 x CSF - General Subjects
1.0 x CSF - Insurance of Persons
QC CSF14-01-31189
Sales Management and Marketing 1.0 x Life/A&S
Segregated Funds 2.0 x Life/A&S - Technical BC, SK, MB, ON 1.0 x Financial Planning MB8623
Small Business Healthcare 2.0 x Life/A&S - Technical BC, SK, MB, ON 2.0 x Financial Planning MB8624
Supplementary Unemployment Benefit Agreements (SUB) 2.0 x Life/A&S - Technical BC, SK, MB, ON 1.0 x Financial Planning MB8625
Technology Trends in the Insurance Industry 2.0 x Life/A&S - Technical BC, SK, MB, ON MB30088
Technology Trends in the Insurance Industry 2.0 x CSF - Insurance of Persons QC CSF19-02-45665
Term and Permanent Life Insurance Explained 2.0 x CSF - Insurance of Persons QC CSF17-08-40006
Term and Permanent Life Insurance Explained 2.0 x Life - Technical BC, SK, MB, ON 2.0 x Financial Planning MB12578
The Ethical Agent Part 1 New Course BC, SK, MB, QC, ON 2.0 x Professional Responsibility
The Ethical Agent Part 2 New Course BC, SK, MB, QC, ON 2.0 x Professional Responsibility
The Psychology of Employee Benefits 1.0 x A&S - Technical BC, SK, MB, ON 2.0 x Financial Planning MB10672
The Role of Insurance in Estate Planning 5.0 x CSF - Insurance of Persons QC CSF17-07-39874
The Role of Insurance in Estate Planning - Part 1 3.0 x Life - Technical BC, SK, MB, ON 3.0 x Financial Planning MB7091
The Role of Insurance in Estate Planning - Part 2 2.0 x Life - Technical BC, SK, MB, ON 2.0 x Financial Planning MB7092
Traditional Uses of Life Insurance in Estate Planning 3.0 x Life - Technical BC, SK, MB, ON 3.0 x Financial Planning MB10981
Travel and Emergency Medical Insurance 1.0 x CSF - Insurance of Persons QC CSF19-02-45666
Travel and Emergency Medical Insurance 1.0 x A&S - Technical BC, SK, MB, ON MB30083
Understanding Canadian Registered Savings Plans 3.0 x CSF - Group Savings Plan Brokerage QC CSF19-02-45667
Understanding Canadian Registered Savings Plans 3.0 x Life/A&S - Technical
3.0 x Life/A&S - Technical
BC, AB, SK, MB, ON AIC49401; MB30871
Understanding Registered Education Savings Plans and How They Work 3.0 x Life - Technical BC, SK, MB, ON 3.0 x Financial Planning MB3268
Understanding, Analyzing, and Interpreting Financial Statements 4.0 x CSF - General Subjects QC CSF19-02-45700
Understanding, Analyzing, and Interpreting Financial Statements 4.0 x Life - Technical BC, SK, MB, ON MB29899
Universal Life Insurance - Part 1 3.0 x Life - Technical BC, SK, MB, ON 3.0 x Financial Planning MB3270
Universal Life Insurance - Part 2 3.0 x Life - Technical BC, SK, MB, ON 3.0 x Financial Planning MB3271
Ventes et service à la clientèle 1.0 x CSF - Matières générales QC CSF17-07-39920
Vol d'identité et techniques de gestion de risques 1.0 x CSF - Conformité QC CSF17-07-39931