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2023 22nd National Advisor Conference
Continuing Education Credits Available for the Main Platform Presentations and the Breakout Sessions

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. 18, 19, 20, 2023 will give you a total of 15 CE credits. You will then have 1 YEAR to complete another 15 Online CE credits for a total of 30 CE credits.

For AB resident Advisors - AAC #

Attending all the main platform presentations on Sept. 18, 19, 20, 2023 will give you a total of X Life & X 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 #

Attending all the main platform presentations on Sept. 18, 19, 20, 2023 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. 18, 19, 20, 2023, 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. 18, 19, 20, 2023 will give you a total of 15 CE credits. You will then have 1 YEAR to complete another 15 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 -

You will receive XX Professional Development CE credits for attending all main stage presentations on Sept. 18, 19 & 20, 2023. 

These Professional Development credits can be used for Cycle 9 beginning January 1, 2022, and ending December 31, 2023, 

NEW CE CREDITS REQUIRED - Mutual Funds Dealer Association 

PLEASE NOTE - 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 -

You will receive XX Professional Development CE credits for attending all main stage presentations on Sept. 18, 19 & 20, 2023. 

These Professional Development credits can be used for Cycle 1 beginning December 1, 2021 and ending November 30, 2023.

**As this conference is already "Approved & Accredited" by IIROC (one of the MFDA CE approvers), it is considered "Approved & Accredited" by the MFDA under the same Course ID as IIROC.

LIFE & A&S CE CREDITS AVAILABLE FOR ALL THE BREAKOUT PRESENTATIONS FOR MOST PROVINCES THAT REQUIRE THEM

Please view the Breakout CE Credits as they get posted here: Click Here

 



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