Certified Senior Advisor (CSA)® CE Requirements
 
 
Continuing Education Credits

 

National:

  • Qualifies for 30 credits with Advocis, Financial Advisors Association of Canada
  • Qualifies for 30 credits with IIROC, Investment Industry Regulatory Organization of Canada (formerly IDA, Investment Dealers Association of Canada)
  • Qualifies for 30 potential credits with FPSC/CFP Financial Planners Standards Council/Certified Financial Planner *

Provincial:

  • Qualifies for 22.5 credits with Alberta Insurance Council
  • Qualifies for 30 credits with Insurance Council of Saskatchewan
  • Approved provider of CE Credits for Insurance Council of Manitoba. Qualifies for the maximum 15 credits as per June 1, 2009 new policy guidelines.
  • Other provinces do not pre-approve CE credits. Please check with the applicable provincial Insurance Council policies.
  • Qualifies for 30 Level 2 PDU credits with IQPF Institut québécois de planification financière
  • Qualifies for 40 PDU’s with Chambre de la sécurité financière Quebec

*FPSC/CFP Disclaimer:
"We have reviewed the Guidelines for Providers of Continuing Education Programs from the Financial Planners Standards Council and have developed this program with these guidelines in mind. Although we will provide the necessary verification of attendance, we understand it is up to the individual CFP licensee to determine whether completion/attendance at this seminar/program/course qualifies for CE credits."

 
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