Please note – NO PDUs are available for QC resident advisors for completing the EPC Designation program, but we will give you access to complete up to 30 PDUs of our QC APPROVED Online Self-Study through our sister company Pro-Seminars. View QC Approved PDUs Here Additional CE Approvals Please Note – Effective June 1, 2023 – The Canadian Investment Regulatory Organization (CIRO) is the new regulatory body for the former Mutual Fund Dealers Association of Canada and Investment Industry Regulatory Organization of Canada
Mutual Funds Dealer Association (MFDA) - NEW CE CREDITS REQUIRED Successful completion of the EPC Designation Program qualifies for - 20 Professional Development CE credits, MFDA ID # -1000006177 & 2 Business Conduct Ethics & 6 Business Conduct Non-Ethics CE credits, MFDA ID # - 1000006178 for Cycle 2 beginning December 1, 2023 and ending November 30, 2025 IIROC Approvals Successful completion of the EPC Designation Program qualifies for 20 Professional Development CE credits, IIROC ID # 24-0001P & 8 Compliance CE credits IIROC ID # 24-0001-C for Cycle 10 beginning January 1, 2024 and ending December 31, 2025. 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.
Recognized/Approved/Accredited” for CLU, CHS CE credits for the Institute for Advanced Financial Education (IAFE) 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. |
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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