VERIFIED CE CREDITS - Applicable to the Financial Services Industry

Our recognition and accreditation speaks for itself!  

  • 30 Life & A&S CE Credits for Life & A&S License Renewal for BC, SK, ON

  • 22.5 Life & A&S CE Credits for Alberta (AAC) - Approval # 58813 (maximum allowable)

  • 15 Life & A&S CE Credits for– MB (ICM) – ID # 40634 (maximum allowable)

  • 2 General CE Credits for – BC, SK, MB, ON

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)


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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