Continuing Education (CE) is a requirement for those in the financial services industry; the number of hours of CE is a function of whether the individual is an IIROC registrant or a life or A&S agent or a CFP licensee. If in doubt as to the number of hours of CE required to maintain your license and the date by which the CE must be completed contact your corporate training department or provincial regulator.
Oliver’s Learning supports all types of licenses with its Continuing Education courses. Courses are available online or in print. Please choose from the menu above to see the courses that apply to your license type.
You may download a printable PDF of our CE catalogue here.
Requirements to Maintain Records:
Alberta
The Alberta Insurance Council is implementing a mandatory on-line renewal system which will begin with the Life and Accident and Sickness Agent renewals in December of 2008. The General Agent and Insurance Adjusters will commence with their renewals in 2009. Your certificate(s) may be renewed online at the AIC Website www.abcouncil.ab.ca. However, to use this service you must have a User ID and Password with your license renewal application. Agents and adjusters will not be permitted to renew their certificate unless sufficient CE credits have been entered online.
BC
Agents are required to keep their continuing education certificate for five years from the renewal date the course is completed. Random audits are conducted. If the agent does not have the supporting documentation, Council may take disciplinary action, including invalidating the licence renewal. Further information can be obtained at www.insurancecouncilofbc.com/publicweb/CED_MaintainingRecords.html
Insurance Council of Manitoba
Your can enter your continuing education credits online via www.icm.mb.ca.
LOG ON to the Agent Reporting module and follow the instructions available online. You need your unique/confidential user ID and default password that has been provided to you on your renewal application. Agents are reminded that in accordance with the applicable Licensing Rules, completion of continuing education credit hours is a mandatory requirement of licensing with the Insurance Council of Manitoba.
Insurance Council of Saskatchewan
Licensees must file an annual report stating the continuing education courses they have attended. Licensees must retain certificates issued by course providers for inspection by council in the event of an audit of the licensee’s record by council. Further information can be obtained at
www.insurancecouncils.sk.ca
Ontario
Agents are required to keep their continuing education certificate for up to four years from the license renewal date against which the CE course is applied. Random audits are conducted. Further information can be obtained at www.fsco.gov.on.ca
Quebec
Every two years, before November 30, representatives must enter their proof of attendance in recognized training activities via the website of the Chambre de la sécurité financière, or by fax or mail. The procedure to follow is indicated on the site. Note that the Chambre will be verifying when the representatives have entered their PDUs online. Therefore, at the Chambre's request, representatives must send proof of attendance within 30 days. It is the representative’s responsibility to keep his/her proof of attendance. For information can be obtained at www.chambresf.com
Corporate Partnerships
We partner with many leading financial services companies so that they can easily, efficiently and cost-effectively provide continuing education to their employees. To enquire about our CE partner program please call Eric De Garie at 416-922-9604 ext 246 or 1-800-238-0377 ext 246 or by e-mail to eric@oliverslearning.com.
