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EPIC CONFERENCE | INTRODUCTION | ELDER FACTS | PROGRAM CURRICULUM
BENEFIT TO YOU | VERIFIED CE CREDITS | TUITION | FAQ'S | LIVE CLASS SCHEDULE
DISTANCE LEARNING | GRADUATE COMMENTS | EPC MEMBERSHIP | CODE OF ETHICS
MEET THE FACULTY MEMBERS | COMPLAINTS AND COMPLIANCE | OUR PARTNERS
MEDIA | MEMBER LISTING | MEMBER UPDATE | MEMBERSHIP RENEWAL | CONTACT US

 

VERIFIED CE CREDITS - Applicable to the Financial Services Industry

Our recognition and accreditation speaks for itself! 

40 CE Credits - Life License Renewal for BC, SK, ON
22.5 CE Credits for Life, A&S and General License for Alberta - Approval code 2770 (maximum allowable)
15 CE Credits for Life & A&S for Manitoba – ID # 11473 (maximum allowable)
12 CE Credits for Mantioba General Insurance (maximum allowable)
8 CE Credits for British Columbia General Insurance
12 CE Credits for Saskatchewan General Insurance
6 Hours Personal category for Ontario RIBO (General)
Approved CE credits for Advocis

"Proud to be recognized by the Million Dollar Round Table"

FPSC – Certified Financial Planner (CFP). CFP Designation “Verifiable” CE credits - NOTE - max 7 hours CE credits daily.

As per the below, these CE Credits could be used for any of the following – Financial Planning, Practice Management, Professional Responsibility, Product Knowledge or Giving Back as per the definition of each.

Upon our investigation, we found that it is not necessary, or is it a requirement for any provider of CE credits to submit their CE offerings to be “approved” by FPSC.  We as so many other providers, fall into the “verifiable” category that the FPSC will accept.

FPSC leaves it up to the individual to determine if the content meets the CFP CE requirements. This is very evident and can be found on the FPSC website here - CFP CE Credit Rules.

On the FPSC website, it states - “FPSC recognizes that there are a number of CE opportunities for CFP professionals and FPSC Level 1 certificates and that not all of these will be approved through the FPSC CE Approval Program. You may meet your annual CE requirement through these opportunities as long as the activities meet the requirements outlined in these guidelines.
” Certainly if you can map it back to the
CFP Competency Profile, then you may feel confident that it meets the requirement.” 


IDA and IIROC  
The Investment Dealers Association (IDA) is now referred to as the Investment Industry Regulatory Organization in Canada (IIROC). Please see the IIROC website for information on credit requirements for Cycle 6 beginning January 1, 2015 and ending December 31, 2017

Any CE credits earned from CIEPS may qualify for professional development credits upon review from individual member firms, as per the guidelines outlined by IIROC.  
R
equest for certification/eligibility should be taken to individual member firms' education and compliance review officers.


Chartered Account practicing in Ontario?  Click the image above for your requirements.

 

EPIC CONFERENCE | INTRODUCTION | ELDER FACTS | PROGRAM CURRICULUM
BENEFIT TO YOU | VERIFIED CE CREDITS | TUITION | FAQ'S | LIVE CLASS SCHEDULE
DISTANCE LEARNING | GRADUATE COMMENTS | EPC MEMBERSHIP | CODE OF ETHICS
MEET THE FACULTY MEMBERS | COMPLAINTS AND COMPLIANCE | OUR PARTNERS
MEDIA | MEMBER LISTING | MEMBER UPDATE | MEMBERSHIP RENEWAL | CONTACT US

 

Canadian Initiative for Elder Planning Studies Inc.
203-4438 Ontario Street

Beamsville, ON L0R1B5

Toll Free Phone 866 833-8606  Toll Free Fax 866 209-5111
 

This web site Copyright © 2017 Canadian Initiative for Elder Planning Studies









"EPC designation, EPC, canadian elder benefits, Elder Planning Counselor, Distance Learning, Correspondence Course, CE Credits, CSA, Certified Senior Advisor, estate planning, end of life planning, senior social issues, elders, caregiving, caregiver, chronic illnesses, retirement benefits, government benefits, OAS, CPP, lifestyle, dementia, dymentia, alzheimer's, alzheimers, medicare, bereavement, snowbirds, funeral planning, end of life issues, designation program, training, certification class, correspondence course, online study, seniors, 50 plus, textbook, correspondence, CIEPS, Canadian Initiative for Elder Planning Studies, competitive edge, advisors, older people, elder marketing, old, boomers, marketing strength, education, elder studies, institute, insurance financial planning, health, long term care, gerontology, lifestyle, counselling, retirement, training for professionals"