We do not pre-approve any continuing education
activity; it is up to you to self-assess the appropriate content
of the activity. For technical credits, refer to the Continuing
Education Requirements to determine if the content of a particular
activity falls under one or more of the required topic areas.
We do not review the content of the courses offered and therefore, this list should not be regarded as endorsed
or recommended by FPSC.
Combines leading-edge sales methodologies from QBS Research with the proven PowerLearn™ software and e-learning technologies from Algario Communications to create the ultimate web-based sales development tool.
Offers a number of courses for insurance and financial advisors and programs that lead to various designations/licences. These courses are offered online and in the classroom.
BSII offers the Chartered Wealth Manager course and the Chartered Trust and Estate Planner course live in 3 eight hour days. At the conclusion of the courses you may apply for the respective designation and Continuing Education credit.
The Certified Senior Advisor (CSA)® designation is Internationally Recognized and North America's Original and Premier designation promoting service excellence to the Boomer and Senior populations. CSA's participate in the World's Largest Membership organization teaching professionals about aging.
Together, we can raise even further our professional standards and commitment to provide the best service possible to Canada's maturing citizens. Support your continued business success through excellence and distinction by becoming a CSA.
Provides access to conferences and courses with the CA in mind. Many of these conferences deal with tax issues. Conferences are held across the country. Courses and Conferences are open to all, except the in-depth tax course.
Offers continuing education learning activities, courses and seminars that are delivered online, in class or through distance learning and always include student accessible transcripts.
Offers courses for life insurance professionals. Delivered in one-four day classroom sessions and a two day annual educational conference for financial advisors held in five cities across Canada.
Offers online courses to assist life insurance agents and brokers, general insurance brokers and agents, claims adjusters and insurance company personnel meet their annual CE requirements.
A Sandler Sales Institute franchisee focusing on business development training and coaching with a particular focus on financial services professionals.
Offers seminars, workshops, and printed materials to teach financial planner/advisors how to introduce a fee service into their practice and/or convert to a fee financial planner/advisor.
MBA level e-lecture series; 24 on Corporate Governance, and 24 on Business Law by Prof. E. Edward Siemens; Preferred rates $75 @ series plus GST; start anytime.
CFP®, CERTIFIED FINANCIAL PLANNER® and are certification marks owned outside the U.S. by Financial Planning Standards Board Ltd. (FPSB). Financial Planners Standards Council is the marks licensing authority for the CFP marks in Canada, through agreement with FPSB.
416.865.9200
604.899.0830
are certification marks