Continuing Education Credits

Professional Organizations:

Advocis - Financial Advisors Association of Canada
ASC - Alberta Securities Commission
AMF - Autorite des Marches Financiers
British Colombia Securities Commission
CAFC - Canadian Association of Financial Consultants
CFA Institute - AIMR (Assoc of Fin Management & Research) CFA
CSF - Chambre de la securite financiere
CSI Global Education
FICO - Financial Insurance Commission of Ontario
FPSC - Financial Planning Standards Council
IAFP - Institute of Advanced Financial Planners
IFIC - Investment Funds Institute of Canada
IMCA - Investment Management Consultants Association
IIROC - Investment Industry Regulatory Organization of Canada
Insurance Council of Alberta
Insurance Council of British Colombia
Insurance Council of Manitoba
Insurance Council of Saskatchewan
IQPF - Institut quebecois de planification financiere
GRMI - Global Risk Management Institute
MFDA - Mutual Funds Dealers Association
OSC - Ontario Securities Commission
RIBO - Reg Insurance Brokers of Ontario
Saskatchewan General Insurance Council
Superintendent of Insurance
STEP Canada - Society of Trust and Estate Practitioners

Designations:

CFA (Chartered Fin Analyst)
CFP (Certified Financial Planner)
CH.F.C. (Chart Fin Consultants)
CIC (Canadian Insurance Course) Prerequisite to LLQP
CIM (Canadian Investment Manager)
CLU (Chartered Life Underwriter)
CPH (Conduct & Practices Handbook)
CSC (Canadian Securities Course)
CSWP (Chartered Strategic Wealth Professional)
IFC (Investment Funds in Canada)
LLQP (Life License Qualification Program)
MFDC (Mutual Fund Dealer Compliance Course)
PFP (Personal Financial Planner)
RFP (Registered Fininancial Planner)
WME (Wealth Management Essentials)