| 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 - Matières générales | 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 | 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 |
| 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 (AB Life Only) | BC, AB, SK, MB, ON | AIC59898; 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 | 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 | ||||
| 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 (AB 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 | 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 | 6.0 x A&S - Technical | AB | AIC55144 | |
| 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 | 1.0 x Life | AB | AIC59615 | |
| 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, ON | 3.0 x Financial Planning | 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 Life/A&S - Technical 1.0 x SK Approved Ethics - Life/A&S |
BC, SK, MB, ON | 3.0 x Financial Planning | MB12569 |
| Ethics in the Insurance Industry - Part 2 | 1.0 x Life | AB | AIC59616 | |
| Ethics in the Insurance Industry - Part 2 | 3.0 x CSF - Compliance | QC | CSF13-10-30630 | |
| Ethics in the Insurance Industry - Part 3 | 4.0 x CSF - General Subjects | 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, SK, MB, ON | 4.0 x Practice Management | 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 (AB 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 | 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 | 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, 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 | 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 | 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 | BC, SK, MB, ON | 3.0 x Financial Planning | MB12557 | |
| 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 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 |
| 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 | 1.0 x CSF - Assurance de personnes | QC | CSF14-01-31200 | |
| Methods of Paying Premiums | 1.0 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 (AB Life Only) | BC, AB, SK, MB, ON | AIC59907; 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 | ||||
| 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 | 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 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 | BC, SK, MB, ON | 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 New Course | 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 |