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
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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
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4.
CORPORATE RETIREMENT PLANS
5
Hours -
Life & A&S License
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5. TAXATION &
YOUR NON-CORPORATE CLIENTS
6 Hours -
Life License
2 Hours - A&S
License
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6.
BUSINESS INSURANCE PRINCIPLES
5
Hours -
Life
& A&S License
2 Hours - General
License
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7. BUSINESS INSURANCE
SOLUTIONS
5 Hours -
Life
& A&S License
2 Hours - General License
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8. DISABILITY INSURANCE
4 Hours -
Life & A&S License
|
9.
WEALTH TRANSFER & ESTATE
PLANNING TECHNIQUES
8 Hours -
Life & A&S License
1 Hour - General License
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10.
CLIENT CENTERED FINANCIAL PLANNING
7
Hours - Life & A&S License
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11.
PRINCIPLES OF EFFECTIVE MONEY
MANAGEMENT
4 Hours -
Life & A&S License
1 Hours - General License
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12.
THE ECONOMICS OF INSURANCE &
INVESTMENTS
5 Hours -
Life & A&S License
4 Hours - General License
|
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13. THE
FINANCIAL SERVICES ADVISOR AS A PROFESSIONAL
5 Hours - Life
& A&S License
FP
Canada: Pending
IAFE
(Advocis): Pending
IIROC:
26-0940P - 2 Professional Development CE & 26-0940C - 3 Compliance CE
for Cycle 11 (2026-2027)
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14.
UNDERSTANDING CANADIAN FINANCIAL SERVICES HISTORY & DEFINITIONS
3 Hours
- Life
& A&S License
1.5 Hours - General
License
3 Hours - Travel License
1.5 Hours - Adjuster License
|
15. ETHICS
AND THE FINANCIAL SERVICES PROFESSIONAL
5 Hours -
Life
& A&S License
4 Hours - General License
5 Hours - Travel
License
3 Hours - Life Ethics
4 Hours - Adjuster License
|
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16.
UNDERSTANDING INVESTMENT RISK AND RETURN
4 Hours - Life & A&S License
2 Hours - General
License
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17. LONG-TERM CARE
INSURANCE
4 Hours - Life & A&S License
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18.
UNDERSTANDING E&O INSURANCE
5 Hours -
Life
& A&S License
4 Hours - General
License
5 Hours - Travel
License
3
Hours - Adjuster License
|
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19. CRITICAL
ILLNESS INSURANCE
3 Hours -
Life & A&S License
|
20. FINANCIAL PLANNING FOR
FEMALE CLIENTS & PROSPECTS
8 Hours - Life
& A&S
License
1 Hours - General
License
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21. UNDERSTANDING ANNUITIES
3
Hours - Life & A&S License
|
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22.
HOW
DIVORCE AFFECTS YOUR CLIENT & PROPECTS FINANCES
6 Hours - Life & A&S License
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23.
UNDERSTANDING UMBRELLA INSURANCE
101
4 Hours - General License
4 Hours - Adjuster License
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24.
FARM SUCCESSION PLANNING STRATEGIES
3 Hours -
Life & A&S License
1.5
Hours - General
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25. MONEY LAUNDERING
5 Hours - Life & A&S License
5 Hours - General License
5 Hours - Adjusters License
2
Hours - Life Ethics
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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
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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
1 Hour - Adjuster License
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31. REAL WORLD
APPLICATIONS IN PRACTICE
3 Hours - Life & A&S License
2 Hours - Life Ethics
FP Canada: Pending
IAFE (Advocis): Pending
IIROC: 26-0941P - 1 Professional
Development CE & 26-0941C - 2 Compliance CE for Cycle 11 (2026-2027)
|
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
1 Hour - 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
1 Hour - A&S License ONLY
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36.
EFFECTIVE ESTATE PLANNING SOLUTIONS FOR CANADIAN FINANCIAL ADVISORS
3 Hours -
Life & A&S License
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37.
UNDERSTANDING CPP & OAS GOVERNMENT BENEFITS
4 Hours -
Life & A&S License
1 Hour - A&S License ONLY
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38.
MAINTAINING ETHICAL DECISION MAKING & BEHAVIOUR WITH YOUR CLIENTS
3 Hours - Life & A&S License
2.5 Hours - General License
1 Hour - Ethics - Life License
2.5
Hours - Adjuster License
2.5 Hours - Travel Insurance
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39.
CHARITABLE GIVING & THE FINANCIAL PLANNING PROCESS
4 Hours -
Life & A&S License
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40.
BUY-SELL AGREEMENTS
3.5 Hours - Life
& A&S
License
1 Hour - General License
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41.
MANAGING MARKET BASED INVESTMENT CONTRACTS
3.5 Hours -
Life & A&S License
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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
4 Hours
- Adjuster 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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47. CROSSING THE ETHICAL LINE AS A FINANCIAL PROFESSIONAL HAS
CONSEQUENCES
3 Hours - Life & A&S License
1 Hour - Life Ethics
FP Canada: Pending
IAFE (Advocis): Pending
IIROC: 26-0939P - 1 Professional Development CE & 26-0939C - 2
Compliance CE for Cycle 11 (2026-2027)
1 Hours
- Travel Insurance
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48. USING REVERSE MORTGAGES TO ENHANCE YOUR CLIENT’S FINANCIAL,
RETIREMENT & ESTATE PLANNING SOLUTIONS
3 Hours - Life & A&S License
|
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
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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
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51. SENIORS AND FUNERAL PLANNING
Definition Of A Senior / Elder / Older Person As It Pertains To This
Course
4 Hours - Life & A&S License
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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
1 Hour - A&S License ONLY
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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
|
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
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55. LEGACY PLANNING FOR SENIORS
Definition Of A Senior / Elder / Older Person As It Pertains To This
Course
5 Hours -
Life & A&S License
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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
|
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
|
58. SENIOR FRAUD & FINANCIAL EXPLOITATION
Definition Of A Senior / Elder / Older Person As It Pertains To This
Course
4 Hours - Life & A&S License
2 Hours - Life Ethics
3 Hours - General License
3
Hours - Adjusters License
|
59. ETHICS & THE MATURE MARKET
Definition Of A Senior / Elder / Older Person As It Pertains To This
Course
5 Hours - Life & A&S License
2 Hours - Life Ethics
3 Hours - General License
3
Hours - Adjusters License
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NEW COURSE
60. UNDERSTANDING THE MATURE MARKET & THEIR
FINANCIAL GOALS
3 Hours - Life & A&S License
|
NEW COURSE
61. THE BENEFITS OF INSURING YOUR CHILDREN
4 Hours - Life & A&S License
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NEW COURSE
62. CANADIAN SEGREGATED FUNDS: CONTRACTS, GUARANTEES & ADVISOR
OBLIGATIONS
3 Hours - Life & A&S License
|
NEW COURSE
63. CANADIAN TRAVEL INSURANCE: REGULATIONS, COVERAGE & ADVISOR
OBLIGATIONS
4 Hours - Life & A&S License
|
NEW COURSE
64. HEALTH & WELFARE TRUSTS & SPENDING PLANS
4 Hours - Life & A&S License
|
NEW COURSE
65. BEHAVIOURAL FINANCE: UNDERSTANDING CLIENT BEHAVIOUR AND
IMPROVING ADVISORY OUTCOMES
3 Hours - Life & A&S License
|
NEW COURSE
66. COORDINATING INSURANCE, ESTATE & RETIREMENT DECISIONS
2.5 Hours - Life & A&S License
|
NEW COURSE
67. ADVANCED EXECUTIVE COMPENSATION
2.5 Hours - Life & A&S License
|
NEW COURSE
68. DISABILITY BUY-OUT ARRANGEMENTS: PROTECTING BUSINESS CONTINUITY
FOR BUSINESS OWNERS
2.5 Hours - Life & A&S License
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NEW COURSE
69. WORKING WITH VULNERABLE CLIENTS: DIGITAL TECHNOLOGY RISK
MANAGEMENT
2 Hours - Life & A&S License
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NEW COURSE
70. INTERGENERATIONAL BUSINESS TRANSFER
2 Hours - Life & A&S License
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NEW COURSE
71. INSURANCE-BASED RETIREMENT STRATEGIES
4 Hours - Life & A&S License
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NEW COURSE
72. UNIVERSAL LIFE INSURANCE AS A CORPORATE INVESTMENT VEHICLE
1.5 Hours - Life & A&S License
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NEW COURSE
73. CANADIAN LONG TERM CARE PLANNING: INSURANCE SOLUTIONS FOR AN
UNDER COVERED POPULATION
4 Hours - Life & A&S License
|
NEW COURSE
74. CRITICAL ILLNESS INSURANCE IN BUSINESS PLANNING
2.5 Hours - Life & A&S License
|
NEW COURSE
75. KEY PERSON INSURANCE: QUANTIFYING HUMAN CAPITAL
4 Hours - Life & A&S License
|
NEW COURSE
76. ESTATE FREEZES AND CORPORATE REORGANIZATIONS
2.5 Hours - Life & A&S License
|
NEW COURSE
77. CPP & OAS OPTIMIZATION: ADVANCED STRATEGIES FOR MAXIMIZING
GOVERNMENT BENEFITS
3 Hours - Life & A&S License
|
NEW COURSE
78. INSURANCE & TAX PLANNING FOR BLENDED FAMILIES: NAVIGATING
COMPLEX FAMILY STRUCTURES WITH CONFIDENCE
2.5 Hours - Life & A&S License
|
NEW COURSE
79. BACK-TO-BACK ANNUITIES: THE INSURED ANNUITY STRATEGY
2.5 Hours - Life & A&S License
|
NEW COURSE
80. INSURANCE PLANNING FOR INCORPORATED PROFESSIONALS
2.5 Hours - Life & A&S License
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NEW COURSE
81. PENSION SPLITTING & SPOUSAL RRIFS: ADVANCED INCOME-SPLITTING
STRATEGIES FOR RETIRED CANADIAN COUPLES
2.5 Hours - Life & A&S License
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NEW COURSE
82. PROBATE, JOINT OWNERSHIP & BENEFICIARY DESIGNATIONS: ESTATE
PLANNING ESSENTIALS
3 Hours - Life & A&S License
|
NEW COURSE
83. ADVANCED DECUMULATION STRATEGIES: BUILDING SUSTAINABLE
RETIREMENT INCOME FOR CLIENTS
2.5 Hours - Life & A&S License
|
NEW COURSE
84. DISABILITY INSURANCE FOR HIGH-INCOME PROFESSIONALS
2.5 Hours - Life & A&S License
|
NEW COURSE
85. INSURANCE IN DIVORCE & SEPARATION: PLANNING OBLIGATIONS, RISK
EXPOSURE, AND CLIENT STRATEGIES
3 Hours - Life & A&S License
|
NEW COURSE
86. HOME BUYER PLAN (HBP) & FIRST HOME SAVINGS ACCOUNT (FHSA) as
PART OF THE FINANCIAL PLANNING PROCESS
2.5 Hours - Life & A&S License
|
NEW COURSE
87. SEGREGATED FUNDS: CREDITOR PROTECTION AND ESTATE PLANNING
1 Hour - Life & A&S License
|
NEW COURSE
88. TAXATION OF LIFE ANNUITIES IN CANADA
1.5 Hours - Life & A&S License
|
NEW COURSE
89. TAX-EFFICIENT USE OF TFSAS IN RETIREMENT INCOME PLANNING
1.5 Hours - Life & A&S License
|
NEW COURSE
90. CPP POST-RETIREMENT BENEFITS & LATE-LIFE INCOME OPTIMIZATION
2 Hours - Life & A&S License
|
NEW COURSE
91. DECUMULATION FOR CLIENTS WITH VARIABLE INCOME SOURCES
2.5 Hours - Life & A&S License
|
NEW COURSE
92. TAX-EFFICIENT CHARITABLE GIVING FOR MASS-AFFLUENT CLIENTS
2 Hours - Life & A&S License
|
NEW COURSE
93. PLANNING FOR CLIENTS WITH RENTAL PROPERTIES APPROACHING
RETIREMENT
2.5 Hours - Life & A&S License
|
NEW COURSE
94. INSURANCE PLANNING FOR CLIENTS WITH CHRONIC CONDITIONS
3 Hours - Life & A&S License
|
NEW COURSE
95. NAVIGATING PROBATE FEES, BENEFICIARY DESIGNATIONS & ESTATE
LIQUIDITY
3 Hours - Life & A&S License
|
NEW COURSE
96. TFSA DECUMULATION STRATEGIES FOR MIDDLE-INCOME RETIREES
1.5 Hours - Life & A&S License
|
NEW COURSE
97. MANAGING SEQUENCE-OF-RETURNS RISK WITH BUCKET STRATEGIES
2 Hours - Life & A&S License
|
NEW COURSE
98. CLIENT BEHAVIOUR CONSIDERATIONS IN CONDUCTING INSURANCE NEEDS
ASSESSMENTS
2 Hours - Life & A&S License
|
NEW COURSE
99. CLIENT BEHAVIOUR CONSIDERATIONS IN INSURANCE, ESTATE &
RETIREMENT PLANNING
4 Hours - Life & A&S License
|
NEW COURSE
100. INSURANCE & TAX STRATEGIES FOR NEW CANADIANS: RESIDENCY,
REPORTING, AND RISK MANAGEMENT
3.5 Hours - Life & A&S License
|
NEW COURSE
101. DISABILITY INSURANCE FOR CLIENTS OVER AGE 55: LATE-STAGE INCOME
PROTECTION
3.5 Hours - Life & A&S License
|
NEW COURSE
102. THE NEW RETIREMENT INCOME ARCHITECTURE (2026–2030)
2.5 Hours - Life License
|
NEW COURSE
103. LONG TERM CARE, COGNITIVE DECLINE, AND LATE LIFE RISK PLANNING
3 Hours - Life & A&S License
|
AVAILABLE SOON - NEW COURSE
104. DISABILITY INSURANCE PLANNING FOR THE GIG ECONOMY AND CONTRACT
WORKERS
4 Hours - Life & / or A&S License
|
AVAILABLE SOON - NEW COURSE
105. RRIF MELTDOWN STRATEGIES FOR HIGH INCOME PROFESSIONALS
2 Hours - Life & A&S License
|
AVAILABLE SOON - NEW COURSE
106. ESTATE FREEZE INSURANCE STRATEGIES FOR INCORPORATED FAMILIES
3 Hours - Life & A&S License
|
AVAILABLE SOON - NEW COURSE
107. DISABILITY INSURANCE AND DIVORCE: PROTECTING INCOME AND SUPPORT
OBLIGATIONS
5 Hours - Life & / or A&S License
|
AVAILABLE SOON - NEW COURSE
108. STUDENT DEBT AND EARLY CAREER PLANNING: ADVISORS WORKING WITH
MILLENNIAL AND GEN Z CLIENTS
4 Hours - Life & A&S License
|
AVAILABLE SOON - NEW COURSE
109. ADVANCED STRATEGIES IN GROUP BENEFITS GOVERNANCE AND EXECUTIVE
RISK MANAGEMENT
3 Hours - Life & / or A&S License
|
AVAILABLE SOON - NEW COURSE
110. BUILDING YOUR EXIT: SUCCESSION PLANNING, PRACTICE VALUE, AND
THE ADVISOR’S LEGACY
5 Hours - Life & / or A&S License
|
AVAILABLE SOON - NEW COURSE
111. THE NEW ERA OF HOLISTIC RISK MANAGEMENT: INSURANCE, TAX,
BEHAVIOUR, AND LONGEVITY (2026–2035)
2.5 Hours - Life & A&S License
|
AVAILABLE SOON - NEW COURSE
112. FINANCIAL PLANNING FOR ATHLETES AND ENTERTAINERS: SHORT CAREER,
HIGH INCOME, BIG RISKS
3 Hours - Life & A&S License
1 Hour - A&S License ONLY
|
AVAILABLE SOON - NEW COURSE
113. THE SANDWICH GENERATION: ADVISING CLIENTS SUPPORTING BOTH
CHILDREN AND AGING PARENTS
3 Hours - Life & A&S License
1 Hour - A&S License ONLY
|
AVAILABLE SOON - NEW COURSE
114. STRUCTURED SETTLEMENTS: COORDINATION WITH INSURANCE, TAX, AND
ESTATE PLANNING
1.5 Hours - Life & A&S License
|
AVAILABLE SOON - NEW COURSE
115. GIC LADDERING AND FIXED INCOME STRATEGIES FOR CONSERVATIVE
CLIENTS
3.5 Hours - Life & A&S License
|
AVAILABLE SOON - NEW COURSE
116. INDUSTRY-SPECIFIC GROUP BENEFITS PLANNING: HEALTHCARE,
CONSTRUCTION, PROFESSIONAL SERVICES, AND NOT-FOR-PROFITS
2.5 Hours - Life & / or A&S License
|
AVAILABLE SOON - NEW COURSE
117. AI IN FINANCIAL PLANNING: OPPORTUNITIES, LIMITATIONS, AND
REGULATORY IMPLICATIONS
2 Hours - Life & / or A&S License
1 Hour - General License
|
AVAILABLE SOON - NEW COURSE
118. COORDINATING DI WITH CRITICAL ILLNESS & EMERGENCY FUNDS
1.5 Hours - Life & A&S License
|
AVAILABLE SOON - NEW COURSE
119. STRUCTURED SETTLEMENTS: COORDINATION WITH INSURANCE, TAX, AND
ESTATE PLANNING
2.5 Hours - Life & A&S License
1 Hour - A&S License ONLY
|
AVAILABLE SOON - NEW COURSE
120. NEWLYWED FINANCIAL PLANNING: MERGING FINANCES, INSURANCE
UPDATES, AND FIRST YEAR PRIORITIES
4.5 Hours - Life & A&S License
1 Hour - A&S License ONLY
|
AVAILABLE SOON - NEW COURSE
121. THE NEW RULES OF INSURANCE REPLACEMENT, DISCLOSURE & CLIENT
DOCUMENTATION
5 Hours - Life & A&S License
|
AVAILABLE SOON - NEW COURSE
122. THE NEW ESTATE LIQUIDITY CRISIS: PLANNING FOR TAX, PROBATE &
INTERGENERATIONAL TRANSFERS
1.5 Hours - Life & A&S License
|
AVAILABLE SOON - NEW COURSE
123. MODERN RISK MANAGEMENT: INSURANCE, LONGEVITY, AND FINANCIAL
STABILITY
2 Hours - Life & A&S License
|
AVAILABLE SOON - NEW COURSE
124. SUDDEN WEALTH: INHERITANCES, SETTLEMENTS & WINDFALLS
2
Hours - Life & A&S License
|
AVAILABLE SOON - NEW COURSE
125. MODERN LIQUIDITY PLANNING: INSURANCE, CREDIT, AND CASH FLOW
STABILITY
2.0 Hours - Life & A&S License
|
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