VERIFIED CE CREDITS - Applicable to the Financial Services Industry

Our recognition and accreditation speaks for itself!  

40 Life & A&S CE Credits for License Renewal for BC, SK, ON
22.5 Life & A&S CE Credits for  Alberta -Alberta Accreditation Committee (AAC) - Approval # 58813 (maximum allowable)
15 Life & A&S CE Credits for– Insurance Council of Manitoba – ID # 11473 (maximum allowable)
12 General CE Credits for – Insurance Council of Manitoba (maximum allowable)
8 General CE Credits for British Columbia General Insurance License Renewal
12 General CE Credits for Saskatchewan General Insurance License Renewal

Please note – NO PDUs are available for QC for taking the EPC Designation program, but we will give you access to our QC APPROVED Online Self-Study through our sister company Pro-Seminars.  View QC Approved PDUs Here

FP Canada - CFP Designation "Verifiable" CE credits - Any CE credits earned from CIEPS could be used for a specific amount of the following CE categories of CE credits - Financial Planning, Practice Management, Professional Responsibility, Product Knowledge or Giving Back as per the definition of each. FP Canada leaves it up to the CFP designee to determine what category these CE credits will fall into.

IIROC Approvals – Successful completion of the EPC Designation Program qualifies for 20 Professional Development CE credits, IIROC ID # 22/0152P & 5 Compliance CE credits IIROC ID # 22-0152C for Cycle 9 beginning January 1, 2022 and ending December 31, 2023.

Advocis - Any CE credits earned from CIEPS are considered "Approved" CE credits for Advocis.  Send this certificate to them so that these CE credits are included for your Advocis CE requirements.

Recognized/Approved/Accredited” for CLU, CHS CE credits for the Institute for Advanced Financial Education (IAFE)

NEW CE CREDITS REQUIRED - Mutual Funds Dealer Association (MFDA) 

Under the continuing education (CE) program, MFDA advisors must earn 30 CE credits within each two-year cycle. These credits comprise eight business conduct credits (including ethics), 20 professional development credits and two MFDA-created compliance credits.

As the EPC Designation is already Approved & Accredited by IIROC, it is Approved & Accredited by the MFDA

Successful completion of the EPC Designation Program qualifies for 20 Professional Development CE credits and 5 Business Conduct CE credits.  MFDA ID# 1000000182 for Cycle 1 beginning December 1, 2021 and ending November 30, 2023.


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

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

Beamsville, ON L3J 0A4

Toll Free Phone 855-882-3427 Toll Free Fax 866 209-5111

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