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FOR ALBERTA ADVISORS - OUR PRICING MODEL IS BASED ON THE NUMBER OF HOURS FOR LIFE & OR A&S CE CREDITS. ANY ADDITIONAL CE CREDITS FOR GENERAL IS A BONUS AT NO CHARGE TO YOU, IF YOU REQUIRE THEM.

FOR COURSE # 23 & # 43 THE PRICING MODEL IS BASED ON THE NUMBER OF HOURS FOR THE CE CREDITS

EXAMPLE: 4 HOURS LIFE & OR A&S = 4 X $12.00 + TAX
 

We GUARANTEE that you will pass your exam and receive your certificate for credits. Pay ONCE for the course. If you fail retests are free until you pass. WOW... now that's a pass guarantee!


The following courses are approved for Alberta CE Credits

Please note – If you are an Alberta licensed non-resident individual, the onus is on the advisor to obtain the most up-to-date CE information found here – Alberta Non-Resident CE Information

License Renewal Date

June 30th - Annually.

Required CE Hours Prior to License Renewal

Life and/or Accident & Sickness: 15 hours (7.5 hours carry forward)

Warning - AB rules only allow you to complete 7.5 hours daily for credit. 
We suggest that you only do your tests for up to 7.5 hours per day.

Important notes – Advisors are responsible for ensuring that CE credits are applicable to the individual regulatory, licensing, designation, and professional membership bodies under which they are governed.

 

1. LIFE AND ACCIDENT & SICKNESS INSURANCE BASICS 

AIC# 65841
4 Hours -
Life License
4 Hours
- A&S License
 
Course description

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2. RETIREMENT INCOME OPTIONS 

AIC# 65842
7 Hours - Life License
 

Course description

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3. EMPLOYEE BENEFIT PLANS 

AIC# 65843
6
Hours -
A&S License
 

Course description

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4. CORPORATE RETIREMENT PLANS

AIC# 70452
4 Hours - Life License

Course description

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5. TAXATION & YOUR NON-CORPORATE CLIENTS  

AIC# 65845
6 Hours -
Life License
2 Hours - A&S License
 
Course description

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6. BUSINESS INSURANCE PRINCIPLES

AIC# 70453

5 Hours -
Life License
5 Hours -
A&S License
2 Hours - General
Licens

Course description

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7. BUSINESS INSURANCE SOLUTIONS

AIC# 70454
5 Hours -
Life License
5 Hours -
A&S License
2 Hours - General License


Course description

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8. DISABILITY INSURANCE 
 

AIC# 65848

4 Hours -
A&S License
 

Course description

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9. WEALTH TRANSFER & ESTATE PLANNING TECHNIQUES  

AIC# 70349
8 Hours - Life License

Course description

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10. CLIENT CENTERED FINANCIAL PLANNING 

AIC# 65850
7 Hours - Life License
 

Course description

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11. PRINCIPLES OF EFFECTIVE MONEY MANAGEMENT

AIC# 65851
4 Hours -
Life License
1 Hours - General License

Course description

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12. THE ECONOMICS OF INSURANCE & INVESTMENTS 

AIC# 65852
5 Hours -
Life License
4 Hours - General License

Course description

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13. THE FINANCIAL SERVICES ADVISOR AS A PROFESSIONAL 

AIC# 65853
5 Hours - Life & / or A&S License
2 Hours - General License

FP Canada: CE15434 - 2 Financial Planning CE & 3 Practice Mgmt. CE

IAFE (Advocis): IAS24077905 – 5.0 CE credits, including 1 Ethics CE

IIROC: 24-1036P - 2 Professional Development CE & 24-1036C – 3 Compliance CE

Course description

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14. UNDERSTANDING CANADIAN FINANCIAL SERVICES HISTORY & DEFINITIONS 

AIC# 66710
3 Hours - Life License

3 Hours - A&S License
1.5 Hours - General License
1.5 Adjusters

 

Course description

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15. ETHICS AND THE FINANCIAL SERVICES PROFESSIONAL

AIC# 66711
5 Hours - Life License
5 Hours - A&S License
4 Hours - General License
4 Adjusters

Course description

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16. UNDERSTANDING INVESTMENT RISK AND RETURN 

AIC# 65856
4 Hours - Life License
2 Hours - General License

Course description

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17. LONG-TERM CARE INSURANCE 

AIC# 65857
4 Hours - A&S License
 
 

Course description

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18. UNDERSTANDING E&O INSURANCE 

AIC# 66712
5 Hours -
Life License
5 Hours -
A&S License 
4 Hours - General
License
4 Adjusters

Course description

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19. CRITICAL ILLNESS INSURANCE 

AIC# 65859
3 Hours - A&S License   

Course description

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20. FINANCIAL PLANNING FOR FEMALE CLIENTS & PROSPECTS 

AIC# 70350
8 Hours - Life License
 

Course description

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21. UNDERSTANDING ANNUITIES 

AIC# 65861
3 Hours - Life License
 

Course description

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22. HOW DIVORCE AFFECTS YOUR CLIENT & PROPECTS FINANCES

AIC# 65862
6 Hours - Life License
6 Hours - A&S License

Course description

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23. UNDERSTANDING UMBRELLA INSURANCE 101

AIC# 66713
4 Hours - General License
4 Adjusters
 

Course description

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24. FARM SUCCESSION PLANNING STRATEGIES

AIC# 65864
3 Hours -
Life License
1.5 Hours - General License

Course description

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25. MONEY LAUNDERING

AIC# 65865
5 Hours - Life License
5 Hours - A&S License
5
Hours General License
5 Hours Adjusters License

Course description

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26. FUNDING POST SECONDARY EDUCATION

AIC# 65866
4.5 Hours - Life License
 

Course description

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27. TAX-FREE SAVINGS ACCOUNTS

AIC# 70280
3 Hours - Life License

Course description

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28. UNDERSTANDING LIFE AND A&S INSURANCE UNDERWRITING PROCESS

AIC# 65868
4 Hours - Life License
4 Hours - A&S License

Course description

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29. UNDERSTANDING INSURANCE CLAIMS

AIC# 65869
4 Hours - Life License
4 Hours - A&S License

Course description

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30. UNDERSTANDING FINANCIAL SERVICES IN CANADA

AIC# 70351
6 Hours - Life License
6 Hours - A&S License

Course description

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31. REAL WORLD APPLICATIONS IN PRACTICE

AIC#63104

3 Hours - Life & / or A&S License

FP Canada: CE15437 - 2 Professional Responsibility CE & 1 Financial Planning CE

IAFE (Advocis): IAS24077603 – 3.0 CE credits including 1 Ethics CE

IIROC: 24-1037P – 1 Professional Development CE & 24-1037C 2 Compliance CE

Course description

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32. FINANCIAL AND ESTATE PLANNING FOR CLIENTS AND FAMILIES WITH SPECIAL NEEDS

AIC# 65871
4 Hours - Life License
4 Hours - A&S License

Course description

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33. CORPORATE TAXATION

AIC# 70455
8 Hours - Life License
1 Hour - General License


Course description

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34. THE POWER OF POSITIVE CREDIT

AIC# 65873
4 Hours - Life License
1 Hour - General License

Course description

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35. FINANCIAL ADVISING OPPORTUNITIES DURING UNCERTAIN TIMES

AIC# 64507
3 Hours - Life License
1 Hour - A&S License

Course description

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36. EFFECTIVE ESTATE PLANNING SOLUTIONS FOR CANADIAN FINANCIAL ADVISORS

AIC# 65874
3 Hours - Life License

Course description

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37. UNDERSTANDING CPP & OAS GOVERNMENT BENEFITS

AIC# 70457
4 Hours - Life License
1 Hour - A&S License


Course description

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38. MAINTAINING ETHICAL DECISION MAKING & BEHAVIOUR WITH YOUR CLIENTS

AIC# 66715
3 Hours - Life License
3 Hours - A&S License
2.5 Hours - General License
2.5 Adjusters

Course description

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39. CHARITABLE GIVING & THE FINANCIAL PLANNING PROCESS

AIC# 64509
4 Hours - Life License

Course description

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40. BUY-SELL AGREEMENTS

AIC# 70456
3.5 Hours - Life License
3.5 Hours - A&S License
1 Hour - General License


Course description

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41. MANAGING MARKET BASED INVESTMENT CONTRACTS

AIC# 64815
3.5 Hours - Life License

Course description

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42. THE IMPORTANCE OF BENEFICIARY DESIGNATIONS

AIC#64816
3.5 Hours - Life License
3.5 Hours - A&S License

Course description

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43. UNDERSTANDING GENERAL INSURANCE RISK & LIABILITY EXPOSURE

AIC# 66716
4 Hours - General License
4 Adjusters

Course description

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44. UNDERSTANDING INSURANCE CONTRACT LAW

AIC# 65171
2.5 Hours - Life License
2.5 Hours - A&S License


Course description

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45. CANADIANS & U.S. TAXATION

AIC# 65877
4 Hours - Life License

Course description

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46. SELLING GROUP INSURANCE TO SMALL BUSINESS

AIC# 65878
4 Hours - A&S License

Course description


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47. CROSSING THE ETHICAL LINE AS A FINANCIAL PROFESSIONAL HAS CONSEQUENCES

AIC# 68409
3 Hours - Life License
3 Hours - A&S License

FP Canada: CE15441 - 2 Professional Responsibility CE & 1 Financial Planning CE  

IAFE (Advocis): IAS24077803 – 3.0 CE credits including 1 Ethics CE

IIROC: 24-1038P - 1 Professional Development CE & 24-1038C - 2 Compliance CE

Course description

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NEW COURSE!

48. USING REVERSE MORTGAGES TO ENHANCE YOUR CLIENT’S FINANCIAL, RETIREMENT & ESTATE PLANNING SOLUTIONS

AIC# 70185
3 Hours - Life License

Course description


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NEW COURSE!

49. SENIORS AND AN AGING POPULATION:WHAT YOU NEED TO KNOW BEFORE MAKING YOUR FINANCIAL RECOMMENDATIONS

Definition Of A Senior / Elder / Older Person As It Pertains To This Course

AIC# 70269
4 Hours License

Course description


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NEW COURSE!

50. SENIORS AND LONG-TERM CARE ISSUES AND SOLUTIONS

Definition Of A Senior / Elder / Older Person As It Pertains To This Course

AIC# 70270
3 Hours - A&S License

Course description


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NEW COURSE!

AIC# 70271
51. SENIORS AND FUNERAL PLANNING

Definition Of A Senior / Elder / Older Person As It Pertains To This Course

4 Hours - Life License

Course description


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NEW COURSE!

52. SOCIAL SECURITY & HEALTH CARE FOR AGING CANADIANS

Definition Of A Senior / Elder / Older Person As It Pertains To This Course

AIC# 70272
4 Hours - Life License
1 Hour - A&S License

Course description


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NEW COURSE!

53. RETIREMENT PLANNING & INVESTING OPPORTUNITIES FOR SENIORS

Definition Of A Senior / Elder / Older Person As It Pertains To This Course

AIC# 70273
5 Hours - Life License

Course description


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NEW COURSE!

54. GENERATING RETIREMENT INCOME OPPORTUNITIES FOR SENIORS

Definition Of A Senior / Elder / Older Person As It Pertains To This Course

AIC# 70274
5 Hours - Life License

Course description


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NEW COURSE!

55. LEGACY PLANNING FOR SENIORS

Definition Of A Senior / Elder / Older Person As It Pertains To This Course

AIC# 70275
5 Hours - Lfe License

Course description


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NEW COURSE!

56. SENIORS TRAVELLING OR MOVING ABROAD: WHAT ARE THE FINANCIAL IMPLICATIONS?

Definition Of A Senior / Elder / Older Person As It Pertains To This Course

AIC# 70276
3 Hours - Life License

Course description


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NEW COURSE!

57. INCOME TAX PLANNING FOR SENIORS

Definition Of A Senior / Elder / Older Person As It Pertains To This Course

AIC# 70277
4 Hours - Life License

Course description


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NEW COURSE!

58. SENIOR FRAUD & FINANCIAL EXPLOITATION

Definition Of A Senior / Elder / Older Person As It Pertains To This Course

AIC# 70340
4 Hours - Life License
4 Hours - A&S License
3 Hours - General License
3 Hours - Adjusters License

Course description


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NEW COURSE!

59. ETHICS & THE MATURE MARKET

Definition Of A Senior / Elder / Older Person As It Pertains To This Course

AIC# 70343
5 Hours - Life License
5 Hours - A&S License
3 Hours - General License
3 Hours - Adjusters License

Course description


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 Beamsville, ON  L3J 0A4

Toll Free Phone 877 524-7121 Toll Free Fax 866 277-4511

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