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1. LIFE
AND ACCIDENT & SICKNESS INSURANCE BASICS
AIC# 65841
4 Hours -
Life License
4 Hours
- A&S
License
|
2.
RETIREMENT INCOME OPTIONS
AIC# 65842
7 Hours - Life
License
|
3.
EMPLOYEE BENEFIT PLANS
AIC# 65843
6 Hours -
A&S
License
|
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4.
CORPORATE RETIREMENT PLANS
AIC# 70452
4
Hours -
Life License
|
5. TAXATION &
YOUR NON-CORPORATE CLIENTS
AIC# 71332
6 Hours -
Life License
2 Hours - A&S
License
|
6.
BUSINESS INSURANCE PRINCIPLES
AIC# 70453
5
Hours -
Life License
5 Hours -
A&S
License
2 Hours - General
License
|
|
7. BUSINESS INSURANCE
SOLUTIONS
AIC# 70454
5 Hours -
Life License
5 Hours -
A&S
License
2 Hours - General
License
|
8. DISABILITY INSURANCE
AIC# 65848
4 Hours -
A&S
License
|
9.
WEALTH TRANSFER & ESTATE
PLANNING TECHNIQUES
AIC# 70349
8 Hours -
Life License
|
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10.
CLIENT CENTERED FINANCIAL PLANNING
AIC# 65850
7
Hours - Life License
|
11.
PRINCIPLES OF EFFECTIVE MONEY
MANAGEMENT
AIC# 65851
4 Hours -
Life License
1 Hours - General
License
|
12.
THE ECONOMICS OF INSURANCE &
INVESTMENTS
AIC# 65852
5 Hours -
Life License
4 Hours - General
License
|
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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: Pending
IAFE
(Advocis): Pending
IIROC:
26-0940P - 2 Professional Development CE & 26-0940C - 3 Compliance CE
for Cycle 11 (2026-2027)
|
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
|
15. ETHICS
AND THE FINANCIAL SERVICES PROFESSIONAL
AIC# 66711
5 Hours -
Life
License
5 Hours - A&S
License
4 Hours - General License
4 Adjusters
|
|
16.
UNDERSTANDING INVESTMENT RISK AND RETURN
AIC# 65856
4 Hours - Life License
2 Hours - General License
|
17. LONG-TERM CARE
INSURANCE
AIC# 65857
4 Hours - A&S
License
|
18.
UNDERSTANDING E&O INSURANCE
AIC# 66712
5 Hours -
Life License
5 Hours -
A&S
License
4 Hours - General
License
4 Adjusters
|
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19. CRITICAL
ILLNESS INSURANCE
AIC# 65859
3 Hours -
A&S
License
|
20. FINANCIAL PLANNING FOR
FEMALE CLIENTS & PROSPECTS
AIC# 70350
8 Hours -
Life License
|
21. UNDERSTANDING ANNUITIES
AIC# 65861
3
Hours - Life License
|
|
22.
HOW
DIVORCE AFFECTS YOUR CLIENT & PROSPECTS FINANCES
AIC# 65862
6 Hours - Life License
|
23.
UNDERSTANDING UMBRELLA INSURANCE
101
AIC# 66713
4 Hours - General License
4 Adjusters
|
24.
FARM SUCCESSION PLANNING STRATEGIES
AIC# 65864
3 Hours -
Life License
1.5 Hours
- General License
|
|
25. MONEY LAUNDERING
AIC# 65865
5 Hours - Life License
5 Hours - A&S License
5 Hours General License
5 Hours Adjusters License
|
26. FUNDING POST SECONDARY EDUCATION
AIC# 65866
4.5 Hours - Life License
|
27. TAX-FREE SAVINGS ACCOUNTS
AIC# 74278
3 Hours - Life License
|
28. UNDERSTANDING LIFE AND A&S INSURANCE UNDERWRITING PROCESS
AIC# 65868
4 Hours - Life License
4 Hours - A&S License
|
29. UNDERSTANDING INSURANCE CLAIMS
AIC# 65869
4 Hours - Life License
4 Hours - A&S License
|
30. UNDERSTANDING FINANCIAL SERVICES
IN CANADA
AIC# 70351
6 Hours - Life License
6 Hours - A&S License
|
|
31. REAL WORLD
APPLICATIONS IN PRACTICE
AIC# 76069
3 Hours - Life & / or A&S License
FP Canada: Pending
IAFE (Advocis): Pending
IIROC: 26-0941P - 1 Professional
Development CE & 26-0941C - 2 Compliance CE for Cycle 11 (2026-2027)
|
32. FINANCIAL
AND ESTATE PLANNING FOR CLIENTS AND FAMILIES WITH SPECIAL NEEDS
AIC#
65871
4 Hours - Life
License
4 Hours - A&S License
|
33. CORPORATE TAXATION
AIC#
70455
8 Hours -
Life License
1 Hour - General License
|
34. THE POWER OF POSITIVE CREDIT
AIC#
65873
4 Hours - Life License
1 Hour - General License
|
35. FINANCIAL
ADVISING OPPORTUNITIES DURING UNCERTAIN TIMES
AIC# 76070
3 Hours - Life
License
1 Hour - A&S License
|
36.
EFFECTIVE ESTATE PLANNING SOLUTIONS FOR CANADIAN FINANCIAL ADVISORS
AIC# 65874
3 Hours -
Life License
|
37.
UNDERSTANDING CPP & OAS GOVERNMENT BENEFITS
AIC# 70457
4 Hours - Life
License
1 Hour - A&S License
|
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
|
39.
CHARITABLE GIVING & THE FINANCIAL PLANNING PROCESS
AIC# 76071
4 Hours -
Life License
|
40.
BUY-SELL AGREEMENTS
AIC#
70456
3.5 Hours -
Life License
3.5 Hours -
A&S License
1 Hour - General License
|
41.
MANAGING MARKET BASED INVESTMENT CONTRACTS
AIC# 76072
3.5 Hours -
Life License
|
42. THE
IMPORTANCE OF BENEFICIARY DESIGNATIONS
AIC# 76073
3.5 Hours -
Life License
3.5 Hours - A&S License
|
43.
UNDERSTANDING GENERAL INSURANCE RISK & LIABILITY EXPOSURE
AIC# 66716
4 Hours - General License
4 Adjusters
|
44.
UNDERSTANDING INSURANCE CONTRACT LAW
AIC# 76074
2.5 Hours - Life
License
2.5 Hours - A&S License
|
45.
CANADIANS & U.S. TAXATION
AIC# 65767
3 Hours - Life License
|
46.
SELLING GROUP INSURANCE TO SMALL BUSINESS
AIC# 65878
4 Hours - A&S License
|
47. CROSSING THE ETHICAL LINE AS A FINANCIAL PROFESSIONAL HAS
CONSEQUENCES
AIC# 76075
3 Hours - Life License
3 Hours - A&S License
FP Canada: Pending
IAFE (Advocis): Pending
IIROC: 26-0939P - 1 Professional Development CE & 26-0939C - 2
Compliance CE for Cycle 11 (2026-2027)
|
48. USING REVERSE MORTGAGES TO ENHANCE YOUR CLIENT’S FINANCIAL,
RETIREMENT & ESTATE PLANNING SOLUTIONS
AIC# 70185
3 Hours - Life License
|
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 Life License
|
50. SENIORS AND LONG-TERM CARE ISSUES AND SOLUTIONS
Definition Of A Senior / Elder / Older Person As It Pertains To This
Course
AIC# 71678
3
Hours -
A&S License
|
51. SENIORS AND FUNERAL PLANNING
Definition Of A Senior / Elder / Older Person As It Pertains To This
Course
AIC# 70271
4 Hours - Life License
|
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
|
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
|
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
|
55. LEGACY PLANNING FOR SENIORS
Definition Of A Senior / Elder / Older Person As It Pertains To This
Course
AIC# 70275
5 Hours -
Life License
|
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
|
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
|
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
|
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
|
NEW COURSE
60. UNDERSTANDING THE MATURE
MARKET & THEIR FINANCIAL GOALS
AIC# 76063
3 Hours -
Life License
3 Hours - A&S License
|
NEW COURSE
61. THE BENEFITS OF INSURING YOUR CHILDREN
AIC# 76064
4 Hours -
Life License
|
NEW COURSE
62. CANADIAN SEGREGATED FUNDS: CONTRACTS, GUARANTEES & ADVISOR
OBLIGATIONS
AIC# 76065
3 Hours -
Life License
|
NEW COURSE
63. CANADIAN TRAVEL INSURANCE: REGULATIONS, COVERAGE & ADVISOR
OBLIGATIONS
AIC# 76066
4 Hours - A&S License
|
NEW COURSE
64. HEALTH & WELFARE TRUSTS & SPENDING PLANS
AIC# 76067
4 Hours - A&S License
|
NEW COURSE
65. BEHAVIOURAL FINANCE: UNDERSTANDING CLIENT BEHAVIOUR AND
IMPROVING ADVISORY OUTCOMES
AIC# 76068
3 Hours -
Life License
3 Hours - A&S License
|
NEW COURSE
66. COORDINATING INSURANCE, ESTATE & RETIREMENT DECISIONS
AIC# 76076
2.5 Hours - Life License
|
NEW COURSE
67. ADVANCED EXECUTIVE COMPENSATION
AIC# 76077
2.5 Hours - Life License
|
NEW COURSE
68. DISABILITY BUY-OUT ARRANGEMENTS: PROTECTING BUSINESS CONTINUITY
FOR BUSINESS OWNERS
AIC# 76079
2.5 Hours - A&S License
|
NEW COURSE
69. WORKING WITH VULNERABLE CLIENTS: DIGITAL TECHNOLOGY RISK
MANAGEMENT
AIC# 76080
2 Hours - Life License
2 Hours - A&S License
2 Hours - General
|
NEW COURSE
70. INTERGENERATIONAL BUSINESS TRANSFER
AIC# 76081
2 Hours - Life License
|
NEW COURSE
71. INSURANCE-BASED RETIREMENT STRATEGIES
AIC# 76082 -
AVAILABLE MAY 20, 2026
4 Hours - Life License
|
AVAILABLE SOON - NEW COURSE
72. UNIVERSAL LIFE INSURANCE AS A CORPORATE INVESTMENT VEHICLE
AIC# 76083 - AVAILABLE MAY 20, 2026
1.5 Hours - Life License
|
AVAILABLE SOON - NEW COURSE
73. CANADIAN LONG TERM CARE PLANNING: INSURANCE SOLUTIONS FOR AN
UNDER COVERED POPULATION
AIC# 76084 - AVAILABLE MAY 20, 2026
1.5 Hours - A&S License
|
AVAILABLE SOON - NEW COURSE
74. CRITICAL ILLNESS INSURANCE IN BUSINESS PLANNING
AIC# 76085 - AVAILABLE MAY 20, 2026
2.5 Hours - A&S License
|
AVAILABLE SOON - NEW COURSE
75. KEY PERSON INSURANCE: QUANTIFYING HUMAN CAPITAL
AIC# 76086 - AVAILABLE MAY 20, 2026
3 Hours - Life License
1 Hour - A&S License
|
AVAILABLE SOON - NEW COURSE
76. ESTATE FREEZES AND CORPORATE REORGANIZATIONS
AIC# 76087 - AVAILABLE MAY 20, 2026
2.5 Hours - Life License
|
AVAILABLE SOON - NEW COURSE
77. CPP & OAS OPTIMIZATION: ADVANCED STRATEGIES FOR MAXIMIZING
GOVERNMENT BENEFITS
AIC# 76088 - AVAILABLE MAY 20, 2026
3 Hours - Life License
|
AVAILABLE SOON - NEW COURSE
78. INSURANCE & TAX PLANNING FOR BLENDED FAMILIES: NAVIGATING
COMPLEX FAMILY STRUCTURES WITH CONFIDENCE
AIC# 76089 - AVAILABLE MAY 20, 2026
2.5 Hours - Life License
|
AVAILABLE SOON - NEW COURSE
79. BACK-TO-BACK ANNUITIES: THE INSURED ANNUITY STRATEGY
AIC# 76090 - AVAILABLE MAY 20, 2026
2.5 Hours - Life License
|
AVAILABLE SOON - NEW COURSE
80. INSURANCE PLANNING FOR INCORPORATED PROFESSIONALS
AIC# 76091 - AVAILABLE MAY 20, 2026
1.5 Hours - Life License
1 Hour - A&S License
|
AVAILABLE SOON - NEW COURSE
81. PENSION SPLITTING & SPOUSAL RRIFS: ADVANCED INCOME-SPLITTING
STRATEGIES FOR RETIRED CANADIAN COUPLES
AIC# 76092 - AVAILABLE MAY 20, 2026
2.5 Hours - Life License
|
AVAILABLE SOON - NEW COURSE
82. PROBATE, JOINT OWNERSHIP & BENEFICIARY DESIGNATIONS: ESTATE
PLANNING ESSENTIALS
AIC# 76105 - AVAILABLE MAY 21, 2026
3 Hours - Life License
|
AVAILABLE SOON - NEW COURSE
83. ADVANCED DECUMULATION STRATEGIES: BUILDING SUSTAINABLE
RETIREMENT INCOME FOR CLIENTS
AIC# 76093 - AVAILABLE MAY 20, 2026
3.5 Hours - Life License
|
AVAILABLE SOON - NEW COURSE
84. DISABILITY INSURANCE FOR HIGH-INCOME PROFESSIONALS
AIC# 76094 - AVAILABLE MAY 20, 2026
2 Hours - A&S License
|
AVAILABLE SOON - NEW COURSE
85. INSURANCE IN DIVORCE & SEPARATION: PLANNING OBLIGATIONS, RISK
EXPOSURE, AND CLIENT STRATEGIES
AIC# 76095 - AVAILABLE MAY 20, 2026
3 Hours - Life License
|
AVAILABLE SOON - NEW COURSE
86. HOME BUYER PLAN (HBP) & FIRST HOME SAVINGS ACCOUNT (FHSA) as
PART OF THE FINANCIAL PLANNING PROCESS
AIC# 76096 - AVAILABLE MAY 20, 2026
2.5 Hours - Life & A&S License
|
AVAILABLE SOON - NEW COURSE
87. SEGREGATED FUNDS: CREDITOR PROTECTION AND ESTATE PLANNING
AIC# 76106 - AVAILABLE MAY 21, 2026
1 Hour - Life License
|
AVAILABLE SOON - NEW COURSE
88. TAXATION OF LIFE ANNUITIES IN CANADA
AIC# 76107 - AVAILABLE MAY 21, 2026
1.5 Hours - Life License
|
AVAILABLE SOON - NEW COURSE
89. TAX-EFFICIENT USE OF TFSAS IN RETIREMENT INCOME PLANNING
AIC# 76108 - AVAILABLE MAY 21, 2026
1.5 Hours - Life License
|
AVAILABLE SOON - NEW COURSE
90. CPP POST-RETIREMENT BENEFITS & LATE-LIFE INCOME OPTIMIZATION
AIC# 76109 - AVAILABLE MAY 21, 2026
2 Hours - Life License
|
AVAILABLE SOON - NEW COURSE
91. DECUMULATION FOR CLIENTS WITH VARIABLE INCOME SOURCES
AIC# 76110 - AVAILABLE MAY 21, 2026
2.5 Hours - Life License
|
AVAILABLE SOON - NEW COURSE
92. TAX-EFFICIENT CHARITABLE GIVING FOR MASS-AFFLUENT CLIENTS
AIC# 76111 - AVAILABLE MAY 21, 2026
2 Hours - Life License
|
AVAILABLE SOON - NEW COURSE
93. PLANNING FOR CLIENTS WITH RENTAL PROPERTIES APPROACHING
RETIREMENT
AIC# 76112 - AVAILABLE MAY 21, 2026
2.5 Hours - Life License
|
AVAILABLE SOON - NEW COURSE
94. INSURANCE PLANNING FOR CLIENTS WITH CHRONIC CONDITIONS
AIC# 76113 - AVAILABLE MAY 21, 2026
3 Hours - Life License
|
AVAILABLE SOON - NEW COURSE
95. NAVIGATING PROBATE FEES, BENEFICIARY DESIGNATIONS & ESTATE
LIQUIDITY
AIC# 76114 - AVAILABLE MAY 21, 2026
3 Hours - Life License
|
AVAILABLE SOON - NEW COURSE
96. TFSA DECUMULATION STRATEGIES FOR MIDDLE-INCOME RETIREES
AIC# 76231 - AVAILABLE MAY 25, 2026
1.5 Hours - Life License
|
AVAILABLE SOON - NEW COURSE
97. MANAGING SEQUENCE-OF-RETURNS RISK WITH BUCKET STRATEGIES
AIC# 76232 - AVAILABLE MAY 25, 2026
2 Hours - Life License
|
AVAILABLE SOON - NEW COURSE
98. CLIENT BEHAVIOUR CONSIDERATIONS IN CONDUCTING INSURANCE NEEDS
ASSESSMENTS
AIC# 76233 - AVAILABLE MAY 25, 2026
2 Hours - Life License
|
AVAILABLE SOON - NEW COURSE
99. CLIENT BEHAVIOUR CONSIDERATIONS IN INSURANCE, ESTATE &
RETIREMENT PLANNING
AIC# 76234 - AVAILABLE MAY 25, 2026
4 Hours - Life License
|
AVAILABLE SOON - NEW COURSE
100. INSURANCE & TAX STRATEGIES FOR NEW CANADIANS: RESIDENCY,
REPORTING, AND RISK MANAGEMENT
AIC# 76235 - AVAILABLE MAY 25, 2026
3.5 Hours - Life License
|
AVAILABLE SOON - NEW COURSE
101. DISABILITY INSURANCE FOR CLIENTS OVER AGE 55: LATE-STAGE INCOME
PROTECTION
AIC# 76236 - AVAILABLE MAY 25, 2026
3.5 Hours - A&S License
|
AVAILABLE SOON - NEW COURSE
102. THE NEW RETIREMENT INCOME ARCHITECTURE (2026–2030)
AIC# 76237 - AVAILABLE MAY 25, 2026
2.5 Hours - Life License
|
AVAILABLE SOON - NEW COURSE
103. LONG TERM CARE, COGNITIVE DECLINE, AND LATE LIFE RISK PLANNING
AIC# 76238 - AVAILABLE MAY 25, 2026
3 Hours - A&S License
|
AVAILABLE SOON - NEW COURSE
104. DISABILITY INSURANCE PLANNING FOR THE GIG ECONOMY AND CONTRACT
WORKERS
4 Hours - A&S License
|
AVAILABLE SOON - NEW COURSE
105. RRIF MELTDOWN STRATEGIES FOR HIGH INCOME PROFESSIONALS
2 Hours - Life License
|
AVAILABLE SOON - NEW COURSE
106. ESTATE FREEZE INSURANCE STRATEGIES FOR INCORPORATED FAMILIES
3 Hours - Life License
|
AVAILABLE SOON - NEW COURSE
107. DISABILITY INSURANCE AND DIVORCE: PROTECTING INCOME AND SUPPORT
OBLIGATIONS
5 Hours - A&S License
|
AVAILABLE SOON - NEW COURSE
108. STUDENT DEBT AND EARLY CAREER PLANNING: ADVISORS WORKING WITH
MILLENNIAL AND GEN Z CLIENTS
3.5 Hours - Life License
1 Hour - A&S License
|
AVAILABLE SOON - NEW COURSE
109. ADVANCED STRATEGIES IN GROUP BENEFITS GOVERNANCE AND EXECUTIVE
RISK MANAGEMENT
1 Hour - Life License
2 Hours - A&S License
|
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