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2024 23rd National Advisor Conference
Continuing Education Credits Available for the Main Platform Presentations and the Breakout Sessions

Regulatory Approval ID #s will be posted as they are available. Please view the PDF of all CE Credits here soon.

Due to recent changes in the various regulatory bodies CE mandates, and in order to be eligible for the CE credits available for this conference, you MUST get scanned in and out of each session.

NO EXCEPTIONS

Please see below for Approval numbers. Rest assured that you WILL BE receiving 30 CE credits through a combination of attending all the main stage presentations and with us giving you access to our APPROVED ONLINE CE CATALOGUE to complete up to 30 CE credits. And, you will have a year to complete them. You can earn additional CE credits by attending the Breakout Presentations.

Please view the PDF of all CE Credits here: Click Here

Please note:

If you reside in BC, SK, MB & ON, most of the advisors have 1 License for both Life & A&S. This means that a Life CE credit is an A&S CE credit.

If you reside in AB, you have 2 license certificates. One for Life and the other for A&S. This means that each license is a stand-alone license and has a separate CE credit requirement. Currently AB advisors require 15 CE credits for each license.

CE CREDITS FOR THE MAIN PLATFORM PRESENTATIONS

Your attendance for ALL the Main Platform presentations will earn you the following CE credits:

Up to 30 CE Credits are available for the financial services profession. You will get CE credits for your attendance, AND you will then have 1 Year to do ADDITIONAL ONLINE CE at no additional cost to you by using our APPROVED Online CE Credit Catalog.   

HERE IS HOW YOU WILL GET YOUR CE CREDITS

For BC, SK & ON Licensed Advisors   

Attending all the main platform presentations on Sept. 16, 17, 18, 2024 will give you a total of XX CE credits. You will then have 1 YEAR to complete another XX Online CE credits for a total of 30 CE credits.

For AB resident Advisors - AAC # TBA

Attending all the main platform presentations on Sept. 16, 17, 18, 2024 will give you a total of XX Life & XX A&S CE credits. You will then have 1 YEAR to complete another XX Online CE credits for a total of 30 CE credits.

For MB resident Advisors - ICM # TBA

Attending all the main platform presentations on Sept. 16, 17, 18, 2024 will give you a total of XX CE credits. You will then have 1 YEAR to complete another XX Online CE credits for a total of 30 CE credits.

QC resident Advisors

Unfortunately you will not receive any PDU CE credits for attending all the main platform presentations on Sept. 16, 17, 18, 2024, but you will have access to complete up to 30 PDU CE credits at no additional cost to you by using our QC Approved Online CE Credit Catalog. You will have 1 YEAR to complete these online PDU CE credits.

For Advisors from the Atlantic Provinces - You do not require CE credits to maintain your insurance licenses, but YOU DO require CE credits for any financial designations that you hold.

Attending all the main platform presentations on Sept. 16, 17, 18, 2024 will give you a total of XX CE credits. You will then have 1 YEAR to complete another XX Online CE credits for a total of 30 CE credits.

Any CE credits earned from this conference could be used towards those designations.  Please check the various designations for more information.

FP Canada - CFP Designation "Verifiable" CE credits - Any CE credits earned from the NATIONAL ADVISORS CONFERENCE could be used for 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.   

Advocis - Any CE credits earned from the NATIONAL ADVISORS CONFERENCE are considered "Approved" CE credits for Advocis. Send your certificate to them so that these CE credits are included for your Advocis CE requirements. 

IIROC (Investment Industry Regulatory Organization of Canada) - Course ID - 23-0568P

You will receive 14 Professional Development CE credits for attending all main stage presentations on Sept. 16, 17 & 18, 2024. 

These Professional Development credits can be used for Cycle 10 beginning January 1, 2024, and ending December 31, 2025, 

NEW CE REQUIREMENTS FOR MFDA - Under the continuing education (CE) program, MFDA advisors must earn 30 CE credits within each two-year cycle. These credits comprise 8 business conduct credits (including ethics), 20 professional development credits and 2 MFDA-created compliance credits.

(MFDA) - Course ID - TBA

You will receive XX Professional Development CE credits for attending all main stage presentations on Sept. 16, 17, 18, 2024. You will then have 1 YEAR to complete another XX Online CE credits for a total of 30 CE credits by using our MFDA Approved CE Credits

These Professional Development credits can be used for Cycle 2 beginning December 1, 2023 and ending November 30, 2025.



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