Verified CE Credits

Elder Planning Counselor EPC ™
International Designation Program

Our recognition and accreditation speaks for itself!

Verified CE Credits - Applicable to the Financial Services Industry

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)

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

IDA and IIROC

The Investment Dealers Associaton (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 5 ending December 31, 2014

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.

Request for certification/eligibility should be taken to individual member firms' education and compliance review officers.

Quebec

Approval Code CSF09-11-21961 40 PDU's

Conseiller en planification pour les aînés (CPA)

The Elder Planning Counsellor Designation (English) is approved by the Chambre de la sécurité financière for 40 PDUs eligible for:

10 PDUs group insurance of persons,- 10 UFC assurance collective de personnes
10 PDUs insurance of persons, - 10 UFC assurance de personnes
10 PDUs group savings plan brokerage, - 10 UFC courtage en epergne collective
10 PDUs general subjects. - 10 UFC matieres generales

Each participant MUST send a copy of their Certificate of Completion to CSF

Click here to view the certificate

Quebec - IQPFO9-11-0051-G

30 CE Credits CFP designation maintenance credits (Technical Category)

Regarding CFP Only -

"We have reviewed the Guidelines for Providers of Continuing Education Programs from the Financial Planners Standards Council and we have developed this program with these guidelines in mind. Although we will provide the necessary verification of attendance, we understand it is up to the individual CFP licensee to determine whether completion/attendance at this seminar/program/course qualifies for CE credits." Click here to read the CFP regulations regarding your continuing education requirements.

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

Phone the toll free registration line 866 734-2037 OR click below

Phone toll free 866 833-8606 Fax toll free 866 209-5111