CE Accreditation Services Offered
The Institute’s CE Accreditation Service provides an impartial third-party review and approval process for CE programs developed for financial advisors and planners. CE programs are accredited when they have:
- Met a clear standard of educational quality
- Been reviewed against practice guidelines
- Been shown to be relevant to today’s financial advisors and planners
After reviews are complete, decision reports are issued to education providers detailing the specific competencies that have been confirmed. The report assures education providers that Institute-accredited CE will have iron-clad defensibility in the eyes of regulators and designation-granting bodies. Alberta, Saskatchewan, Manitoba and Quebec have specific CE requirements for those individuals licensed to sell insurance within their jurisdictions. It is the responsibility of those licensed in those provinces to ensure that any completed CE meets their requirements.