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 # -1000000181 & 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 - Please note - CE Category
Changes - effective January 1, 2025. FP Canada's CE
requirements are now grouped into three categories:
Financial Planning, Professional Responsibility, and
General CE including Giving Back. * The category of
Financial Planning now includes CE focused on professional
skills. The addition of this new CE category is intended
to recognize and emphasize the importance of developing
and maintaining professional skills as a core competency
of professional financial planning. CE in the
Financial Planning & Professional Responsibility category
must be accredited by FP Canada.
View all the FP Canada CE changes here - 2025 FP Canada CE changes General CE - Does NOT NEED TO BE ACCREDITED by FP Canada to meet FP Canada’s requirements. View all the General CE information here – FP Canada General CE Full Description.
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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