NEW CE INFORMATION PLEASE READ AS YOUR
British Columbia CE REQUIREMENTS HAVE CHANGED!
Starting June 1, 2021, licensees must complete 15 CE credits on an annual
basis for their license renewal, regardless of the
amount of years you have been in the business. You can view all this information
here NEW
CE Requirements EFFECTIVE June 1, 2021 Effective
June 1, 2021, you can NOW CARRY OVER UP to
one years worth of CE credits to the next license period. Also, there
now is no daily maximum amount of CE credits, however common sense is suggested.
1. LIFE
AND ACCIDENT & SICKNESS INSURANCE BASICS
4 Hours -
Life
& A&S
License

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2.
RETIREMENT INCOME OPTIONS
7 Hours -
Life & A&S License
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3.
EMPLOYEE BENEFIT PLANS
6 Hours -
Life &
A&S
License
|
4.
CORPORATE RETIREMENT PLANS
5
Hours -
Life & A&S License
5 Hours - General License
|
5. TAXATION &
YOUR NON-CORPORATE CLIENTS
6 Hours -
Life
& A&S
License
|
6.
BUSINESS INSURANCE PRINCIPLES
5
Hours -
Life
& A&S
License
5 Hours - General
License
|
7. BUSINESS INSURANCE
SOLUTIONS
5 Hours -
Life
& A&S
License 5 Hours
- General License
|
8. DISABILITY INSURANCE
4 Hours -
Life &
A&S
License
|
9.
WEALTH TRANSFER & ESTATE
PLANNING TECHNIQUES
8 Hours -
Life & A&S License
4 Hours General
|
10.
CLIENT CENTERED FINANCIAL PLANNING
7
Hours - Life & A&S License
|
11.
PRINCIPLES OF EFFECTIVE MONEY
MANAGEMENT
4 Hours -
Life & A&S License 1 Hour - General
|
12.
THE ECONOMICS OF INSURANCE &
INVESTMENTS
5 Hours -
Life & A&S License 4 Hours - General
|
13. THE
FINANCIAL SERVICES ADVISOR AS A PROFESSIONAL
5
Hours - Life
& A&S
License
2 Hours - General
License
|
14.
UNDERSTANDING CANADIAN FINANCIAL SERVICES HISTORY & DEFINITIONS
3
Hours - Life
& A&S
License 1.5 Hours - General
License
|
15. ETHICS
AND THE FINANCIAL SERVICES PROFESSIONAL
5 Hours -
Life
& A&S
License 4 Hours - General License
|
16.
UNDERSTANDING INVESTMENT RISK AND RETURN
4 Hours - Life & A&S License 2 Hours - General
License
|
17. LONG-TERM CARE
INSURANCE
4 Hours - Life & A&S
License
|
18.
UNDERSTANDING E&O INSURANCE
5 Hours -
Life
& A&S
License
4 Hours - General
License
|
19. CRITICAL
ILLNESS INSURANCE
3 Hours - Life &
A&S
License
|
20. FINANCIAL PLANNING FOR
FEMALE CLIENTS & PROSPECTS
8 Hours - Life
& A&S
License 1 Hour - General
License
|
21. UNDERSTANDING ANNUITIES
3
Hours - Life & A&S License
|
22.
HOW
DIVORCE AFFECTS YOUR CLIENT & PROPECTS FINANCES
6 Hours - Life & A&S License

|
23.
UNDERSTANDING UMBRELLA INSURANCE
101
4 Hours - General License

|
24.
FARM SUCCESSION PLANNING STRATEGIES
3 Hours -
Life & A&S License 1.5
Hours - General License

|
25. MONEY LAUNDERING
5 Hours - Life & A&S License
5 Hours - General License 5 Hours -
Adjusters License

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26. FUNDING POST SECONDARY EDUCATION
4.5 Hours - Life & A&S License

|
27. TAX-FREE SAVINGS ACCOUNTS
3 Hours - Life & A&S License

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28. UNDERSTANDING LIFE AND A&S INSURANCE UNDERWRITING PROCESS
4 Hours - Life & A&S License

 |
29. UNDERSTANDING INSURANCE CLAIMS
4 Hours - Life & A&S License


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30. UNDERSTANDING FINANCIAL SERVICES
IN CANADA
6 Hours - Life & A&S License
1 Hour - General License


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31. REAL WORLD
APPLICATIONS IN PRACTICE
3 Hours - Life & A&S License
2 Hour FP Canada
Professional Responsibility
1 Hour FP Canada Financial
Planning


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32. FINANCIAL
AND ESTATE PLANNING FOR CLIENTS AND FAMILIES WITH SPECIAL NEEDS
4 Hours - Life & A&S License


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33. CORPORATE TAXATION
8 Hours -
Life & A&S License
2 Hours - General License

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34. THE POWER OF POSITIVE CREDIT
4 Hours - Life & A&S License 1 Hours - General License


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35. FINANCIAL
ADVISING OPPORTUNITIES DURING UNCERTAIN TIMES
3 Hours -
Life & A&S License

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36.
EFFECTIVE ESTATE PLANNING SOLUTIONS FOR CANADIAN FINANCIAL ADVISORS
3 Hours -
Life & A&S License

 |
37.
UNDERSTANDING CPP & OAS GOVERNMENT BENEFITS
4 Hours -
Life & A&S License

 |
38.
MAINTAINING ETHICAL DECISION MAKING & BEHAVIOUR WITH YOUR CLIENTS
3 Hours -
Life & A&S License
2.5 Hours - General License

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39.
CHARITABLE GIVING & THE FINANCIAL PLANNING PROCESS
4 Hours -
Life & A&S License

 |
40.
BUY-SELL AGREEMENTS
3.5 Hours -
Life & A&S License
3.5 Hours - General License

 |
41.
MANAGING MARKET BASED INVESTMENT CONTRACTS
3.5 Hours -
Life & A&S License

 |
42. THE
IMPORTANCE OF BENEFICIARY DESIGNATIONS
3.5 Hours -
Life & A&S License

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43.
UNDERSTANDING GENERAL INSURANCE RISK & LIABILITY EXPOSURE
4 Hours - General License

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44.
UNDERSTANDING INSURANCE CONTRACT LAW
2.5 Hours - Life & A&S License

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45.
CANADIANS & U.S. TAXATION
4 Hours - Life & A&S License

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46.
SELLING GROUP INSURANCE TO SMALL BUSINESS
4 Hours - Life & A&S License

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