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We GUARANTEE that you will pass your test and receive your certificate for credits. If you fail the test on the 1st attempt, retests are free until you pass. WOW... now that's a pass guarantee!


Although the Atlantic Provinces DO NOT have CE requirements, many Atlantic Advisors are licensed in OTHER Provinces to market various insurance products.

If this is the case with you, you need to follow their CE requirements for non-resident advisors. You should be able to find this information on the top of each of our Provincial CE pages.

Our courses are also valid for the many Financial Designations that you hold OR Associations you are a member of such as ADVOCIS etc.

Please view further information pertaining to this here - 
Financial Association CE information  

Our pricing model is based on the number of hours for Life & A&S CE credits. Any additional CE credits for General or any other Association or Regulator is a bonus at no charge to you if you require them. Example: 4 hours Life & A&S CE = 4 x $12.00 + tax

For course # 23 & # 43 the pricing model is based on the number of CE hours. Example: 4 hours General CE = 4 x $12.00 + tax

Important notes – Advisors are responsible for ensuring that CE credits are applicable to the individual regulatory, licensing, designation, and professional membership bodies under which they are governed.

The following courses are recognized AND accepted for Atlantic Provinces Advisors

 

1. LIFE AND ACCIDENT & SICKNESS INSURANCE BASICS 

4 Hours -
Life & A&S License
 
Course description

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2. RETIREMENT INCOME OPTIONS 

7 Hours - Life & A&S License
 

Course description

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3. EMPLOYEE BENEFIT PLANS 

6
Hours -
Life & A&S License
 

Course description

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4. CORPORATE RETIREMENT PLANS 

5 Hours - Life & A&S License

Course description

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5. TAXATION & YOUR NON-CORPORATE CLIENTS  

6 Hours -
Life & A&S License
 
Course description

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6. BUSINESS INSURANCE PRINCIPLES 

5 Hours - Life & A&S License
2 Hours - General License

Course description

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7. BUSINESS INSURANCE SOLUTIONS

2 Hours -
Life
& A&S License
5 Hours - General License


Course description

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8. DISABILITY INSURANCE 
 

4 Hours - Life &
A&S License
 

Course description

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9. WEALTH TRANSFER & ESTATE PLANNING TECHNIQUES  

8 Hours - Life & A&S License
1 Hour - General License

Course description

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10. CLIENT CENTERED FINANCIAL PLANNING 

7 Hours - Life & A&S License
 

Course description

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11. PRINCIPLES OF EFFECTIVE MONEY MANAGEMENT

4 Hours -
Life & A&S License
1 Hours - General License

Course description

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12. THE ECONOMICS OF INSURANCE & INVESTMENTS 

5 Hours -
Life & A&S License
4 Hours - General License

Course description

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13. THE FINANCIAL SERVICES ADVISOR AS A PROFESSIONAL 

5 Hours - Life & A&S License
2 Hours - General License


Course description

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14. UNDERSTANDING CANADIAN FINANCIAL SERVICES HISTORY & DEFINITIONS 

3 Hours - Life
& A&S License
 

Course description

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15. ETHICS AND THE FINANCIAL SERVICES PROFESSIONAL

5 Hours - Life & A&S License
4 Hours - General License

Course description

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16. UNDERSTANDING INVESTMENT RISK AND RETURN 

4 Hours - Life & A&S License
2 Hours - General License

Course description

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17. LONG-TERM CARE INSURANCE 

4 Hours - Life & A&S License
 
 

Course description

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18. UNDERSTANDING E&O INSURANCE 

5 Hours -
Life & A&S License
4 Hours - General License

Course description

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19. CRITICAL ILLNESS INSURANCE 

3 Hours - Life & A&S License   

Course description

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20. FINANCIAL PLANNING FOR FEMALE CLIENTS & PROSPECTS 

8 Hours - Life & A&S License
 

Course description

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21. UNDERSTANDING ANNUITIES 

3 Hours - Life & A&S License
 

Course description

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22. HOW DIVORCE AFFECTS YOUR CLIENT & PROPECTS FINANCES

6 Hours - Life & A&S License

Course description

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23. UNDERSTANDING UMBRELLA INSURANCE 101

4 Hours - General License
 

Course description

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24. FARM SUCCESSION PLANNING STRATEGIES

3 Hours -
Life & A&S License
1.5 Hours - General License

Course description

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25. MONEY LAUNDERING

5 Hours - Life & A&S License
5 Hours - General License

Course description

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26. FUNDING POST SECONDARY EDUCATION

4.5 Hours - Life & A&S License
 

Course description

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27. TAX-FREE SAVINGS ACCOUNTS

3 Hours - Life & A&S License

Course description

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28. UNDERSTANDING LIFE AND A&S INSURANCE UNDERWRITING PROCESS

4 Hours - Life & A&S License

Course description

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29. UNDERSTANDING INSURANCE CLAIMS

4 Hours - Life & A&S License

Course description

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30. UNDERSTANDING FINANCIAL SERVICES IN CANADA

6 Hours - Life & A&S License

Course description

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31. REAL WORLD APPLICATIONS IN PRACTICE

3 Hours - Life & A&S License

1 Hour FP Canada Professional Responsibility

1 Hour FP Canada Financial Planning

Course description

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32. FINANCIAL AND ESTATE PLANNING FOR CLIENTS AND FAMILIES WITH SPECIAL NEEDS

4 Hours - Life & A&S License

Course description

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33. CORPORATE TAXATION

8 Hours - Life & A&S License
1 Hour - General License


Course description

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34. THE POWER OF POSITIVE CREDIT

4 Hours - Life & A&S License
1 Hour - General License

Course description

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35. FINANCIAL ADVISING OPPORTUNITIES DURING UNCERTAIN TIMES

3 Hours - Life & A&S License

Course description

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36. EFFECTIVE ESTATE PLANNING SOLUTIONS FOR CANADIAN FINANCIAL ADVISORS

3 Hours - Life & A&S License

Course description

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37. UNDERSTANDING CPP & OAS GOVERNMENT BENEFITS

4 Hours - Life & A&S License

Course description

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38. MAINTAINING ETHICAL DECISION MAKING & BEHAVIOUR WITH YOUR CLIENTS

3 Hours - Life & A&S License
2.5 Hours - General License


Course description

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39. CHARITABLE GIVING & THE FINANCIAL PLANNING PROCESS

4 Hours - Life & A&S License

Course description

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40. BUY-SELL AGREEMENTS

3.5 Hours - Life & A&S License
1 Hour - General License


Course description

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41. MANAGING MARKET BASED INVESTMENT CONTRACTS

3.5 Hours - Life & A&S License

Course description

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42. THE IMPORTANCE OF BENEFICIARY DESIGNATIONS

3.5 Hours - Life & A&S License

Course description

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43. UNDERSTANDING GENERAL INSURANCE RISK & LIABILITY EXPOSURE

4 Hours - General License

Course description

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44. UNDERSTANDING INSURANCE CONTRACT LAW

2.5 Hours - Life & A&S License

Course description

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45. CANADIANS & U.S. TAXATION

4 Hours - Life & A&S License

Course description

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46. SELLING GROUP INSURANCE TO SMALL BUSINESS

4 Hours - Life & A&S License

Course description


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47. CROSSING THE ETHICAL LINE AS A FINANCIAL PROFESSIONAL HAS CONSEQUENCES

AIC# 68409
3 Hours - Life & A&S License

FP Canada - 2 Hour Professional Responsibility & 1 Hour Financial Planning

IAFE (Advocis) – 3 CE credits including 1 Ethics CE

IIROC – 2 CE Compliance / 1 CE Professional Development

Course description

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NEW COURSE!

48. USING REVERSE MORTGAGES TO ENHANCE YOUR CLIENT’S FINANCIAL, RETIREMENT & ESTATE PLANNING SOLUTIONS

3 Hours - Life & A&S License

Course description


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NEW COURSE!

49. SENIORS AND AN AGING POPULATION:WHAT YOU NEED TO KNOW BEFORE MAKING YOUR FINANCIAL RECOMMENDATIONS

Definition Of A Senior / Elder / Older Person As It Pertains To This Course

4 Hours - Life & A&S License

Course description


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NEW COURSE!

50. SENIORS AND LONG-TERM CARE ISSUES AND SOLUTIONS

Definition Of A Senior / Elder / Older Person As It Pertains To This Course

3 Hours - Life & A&S License

Course description


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NEW COURSE!

51. SENIORS AND FUNERAL PLANNING

Definition Of A Senior / Elder / Older Person As It Pertains To This Course

4 Hours - Life & A&S License

Course description


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NEW COURSE!

52. SOCIAL SECURITY & HEALTH CARE FOR AGING CANADIANS

Definition Of A Senior / Elder / Older Person As It Pertains To This Course

4 Hours - Life & A&S License

Course description


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NEW COURSE!

53. RETIREMENT PLANNING & INVESTING OPPORTUNITIES FOR SENIORS

Definition Of A Senior / Elder / Older Person As It Pertains To This Course

5 Hours - Life & A&S License

Course description


Order this course
NEW COURSE!

54. GENERATING RETIREMENT INCOME OPPORTUNITIES FOR SENIORS

Definition Of A Senior / Elder / Older Person As It Pertains To This Course

5 Hours - Life & A&S License

Course description


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NEW COURSE!

55. LEGACY PLANNING FOR SENIORS

Definition Of A Senior / Elder / Older Person As It Pertains To This Course

5 Hours - Life & A&S License

Course description


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NEW COURSE!

56. SENIORS TRAVELLING OR MOVING ABROAD: WHAT ARE THE FINANCIAL IMPLICATIONS?

Definition Of A Senior / Elder / Older Person As It Pertains To This Course

3 Hours - Life & A&S License

Course description


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NEW COURSE!

57. INCOME TAX PLANNING FOR SENIORS

Definition Of A Senior / Elder / Older Person As It Pertains To This Course

4 Hours - Life & A&S License

Course description


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NEW COURSE!

58. SENIOR FRAUD & FINANCIAL EXPLOITATION

Definition Of A Senior / Elder / Older Person As It Pertains To This Course

4 Hours - Life & A&S License

Course description


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NEW COURSE!

59. ETHICS & THE MATURE MARKET

Definition Of A Senior / Elder / Older Person As It Pertains To This Course

5 Hours - Life & A&S License

Course description


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203-4438 Ontario Street

 Beamsville, ON  L3J 0A4

Toll Free Phone 877 524-7121 Toll Free Fax 866 277-4511

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