Advocis
390 Queens Quay West, Suite 209
Toronto, ON M5V 3A2
Phone: (800) 563-5822
Email: info@advocis.ca
Website: www.advocis.ca
The mission of the Continuing Education (CE) department at Advocis
is to provide quality designation based and best practices based CE
programs, designed to sustain and enhance the skills of members. We
have developed and/or partnered with a host of organizations to deliver
to you courses that are specifically designed to support CFPs, CLUs,
as well as newly licensed advisors. These courses are intended to
support you to stay in a competitive position and to expand your career
horizons.
Advocis powered by CCH
CCH Canada
Phone: (800) 268-4522
Website: www.cch.ca
CCH Canadian Limited, in partnership with
Advocis, provides this new, accredited, curriculum to qualify candidates
to sit for the CFP Examination administered by the Financial
Planners Standards Council (FPSC). The curriculum consists of nineteen
distinct modules, which closely match the nature and scope of the
comprehensive CFP Examination syllabus.
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Ashton College
1190 Melville Street
Vancouver BC V6E 3W1
Tel: (604) 899-0803
Email: ptstudies@ashtoncollege.com
Website: www.ashtoncollege.com
Ashton College offers full and part-time
licensing and certification programs and courses for both the financial
services and insurance sectors. Academic delivery partners include:
Advocis, The Institute of Canadian Bankers, Canadian Securities
Institute, Canadian Initiative for Elder Planning Studies, Canadian
Institute of Financial Planning and The Investment Funds Institute
of Canada. A variety of courses are offered including: financial
planning, life insurance, health underwriting, employee benefits,
Canadian securities and mutual funds. Graduates are able to earn
CE credits as well as designations including CFP, CLU, CEBS, EPC
and RHU.
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Canadian Initiative for Elder Planning
Studies

4438 Ontario Street, Suite 203
Beamsville, ON L0R 1B5
Phone: (866)-833-8606
Email: info@cieps.com
Website: www.cieps.com
The EPC designation program. Designed by Canadians specifically for
Canadian Professionals. Any profession who works with elders will
be exposed to the power of having the EPC Designation. Financial Services
Professionals, Real Estate Agents, Doctors, Nurses, Health Care workers,
Care Givers, Nursing & Retirement Home owners as well as Funeral
Home Directors are only some professions and occupations that will
benefit from this highly sought after Designation. We provide relevant
LIVE in class courses. Self study correspondence courses,
as well as online study courses will be added in the future. We bring
these learning facilities as close as your home, office or even your
computer keyboard, wherever and whenever you choose that to be. The
EPC designation will be awarded and certified upon successful completion
of an examination and acceptance into the Canadian Initiative for
Elder Planning Studies.
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Canadian Institute of Financial Planning
Phone: (888)-865-2437
Email: ifseGeneral@ifse.ca
Website: www.ifse.ca
www.IFSE.ca is a new distance learning education institute created
jointly by The Investment Funds Institute of Canada ("IFIC")
and The Canadian Institute of Financial Planning ("CIFP").
All IFIC and CIFP programs will be delivered through www.IFSE.ca's
newly developed Web-based education portal. This innovative institute
was developed to combine the strengths of traditional classroom-based
learning and distance education learning together into one Web-based
campus.We provide Web-based programs for licensing and certification
requirements in the Financial Services sector including Mutual Funds,
Financial Planning, Insurance and Continuing Education.
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Canadian Securities Institute
Phone: (866) 866-2601
Email: customer_support@csi.ca
Website: www.csi.ca
Canadian Securities Institute (CSI) is Canadas most respected
and recognized leader in financial education. CSI has launched and
enhanced the careers of hundreds of thousands of financial professionals
in Canada and throughout the world. CSI offers a wide variety of programs
and services that are required or recommended for individuals beginning
or enhancing careers throughout the financial services industry.
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CE Internet Hours
Phone: (866) 866-2601
Email: info@needhours.ca
Website: www.needhours.ca
C.E. Internet Hours is an Accredited Education Provider. Check your
local Insurance Councils website to see our listing. For Alberta the
tests are listed as to the licensing requirements credits. For BC,
Saskatchewan, Manitoba, and Ontario all tests are approved for Life.
We also have credit hours for Travel and General in Saskatchewan.
Each 1 hour test costs $22.50, plus GST (plus PST Saskatchewan members
only) will be added to the cost of the test. The cost of membership
is $10.00 plus GST (plus PST Saskatchewan members only).
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CE Network Inc.
2 Bloor Street West, Suite 2600
Toronto, ON M4W 3E2
Phone: (866) 444-1124
Email: info@cenetwork.com
Website: www.cenetwork.com
CE Network Inc. is an innovative market leader in online mandatory
continuing education. We work for you, the individual professional,
by providing a total e-learning solution that: Meets your mandatory
continuing education requirements;
Provides practical, useful knowledge and tools to help build career
success;
Engages you in stimulating, challenging learning experiences. We help
you manage all of your Continuing Education requirements. You learn
online, at your own pace, when and where you want.
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Critical Illness Learning
Email: support@criticalillnesslearning.com
Website: www.criticalillnesslearning.com
Online Training & Seminars by Sean Long. The CI sales tool for
insurance agents, brokers and home office marketing personnel. This
is everything you need to successfully market and sell Critical Illness
Insurance! We have trained more agents and more successful sales managers,
and are responsible for introducing CI Insurance to more companies
than any other organization in North America. We can help you with
your Critical Illness Objectives.
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Foran Financial Institute
Suite 501, 110 Yonge Street
Toronto, Ontario M5C 1T6
Phone: (800) 565-0374
Email: info@foranfinancial.com
Website: www.foranfinancial.com
Foran Financial Institute, founded in 1987 is the number one independent
educator in the financial services industry in Canada. We have earned
this reputation by helping individuals meet their career goals and
expectations. We have excellent staff instructors, an incredible support
team and an enviable list of associate instructors who are leaders
in their profession. Our services include Foran Licensing Support
Programs, Continuing Education/Professional Development, Foran Customized
Programs, Foran NLP Institute Programs, Books, Publications, Audio
and Video Cassettes.
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ILS Learning Corporation
1211 Ryan Road,
Courtenay, BC V9N 3R6
Phone: (800) 404-2211
Website: www.ilscorp.com
ILS Learning Corporation has been the leading online education provider for professionals since 2001. With interactive online video and text courses for mandatory CE and licensing requirements, ILScorp is popular with the insurance, financial, real estate and health care industries. Through the use of advanced training tools, a full and expanding multimedia library and a strong base in innovation, ILScorp is pleased to be the market expert in Canadian career development.
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Institute of Canadian Bankers
1002 Sherbrooke Street West, Suite 1000
Montreal, Quebec H3A 3M5
Phone: (800) 361-7339
Email: info@icb.org
Website: www.icb.org
As the leading provider of financial services education and training
in Canada for over 35 years, ICB has the experience and expertise
needed to develop and deliver content that is relevant to you and
timed just right for your needs. If you're learning preference is
for smaller, more concentrated areas of skill and knowledge and credit
towards a diploma or designation is not important, you should consider
our series of distance CE Modules. Our modules are offered from topical
areas like; Tax Planning, Investment Planning, Retirement Planning,
Estate and Trust Planning, Risk and Insurance, Business Advisory and
Law and Ethics. We have over 50 online modules that range in time
commitment from five to fifteen hours of study.
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The Insurance Advisor Training Centre
Suite 312, 2001 Bloor Street West
Toronto, ON M6S 1M6
Phone: (416) 604-7814
Email: registrar@thetrainingcentre.ca
Website: www.thetrainingcentre.ca
The Insurance Advisor Training Centre and Sunrise Training & Development
were founded by veterans of the insurance business who identified
a serious lack in the availability of classroom training in the basics
that new entrants and veterans alike need to ensure success in their
chosen field. We have over 40 years of combined experience in virtually
every area of the business. When we talk insurance, we talk from experience,
in-depth knowledge, a love of the business and of the work we do.
We are launching several new courses. They include The Full LLQP in
Alberta and an Alberta Level 1 LLQP 15 CE Credit Course. In addition,
we are introducing CE Courses by e-Mail, CE Credit In-Class Seminars,
and were expanding by bringing more courses to more centres
in Ontario.
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Knowledge Bureau
Evelyn Jacks Productions, Inc.
Box 52042 Niakwa Postal Outlet
Winnipeg, MB R2M 0Z0
Phone: (866) 953-4769
Email: reception@evelynjacksproductions.com
Website: www.knowledgebureau.com
The Knowledge Bureau is a Leading Education Publisher, Financial Speakers
Bureau and Intellectual Property Manager in the Tax and Financial
Services Industry. We believe that clients are best served by a qualified,
experienced tax practitioner and/or financial advisor. To that end
we will meet our clients needs for continuing professional education
in the areas of tax, wealth and health management through a variety
of media--print, audio, internet, keynote, conferencing and personal
coaching, as required. We form strategic alliances with firms to provide
customized, branded, cost-effective training solutions and leading-edge
continuing education programming leading to prestigious certification.
We also deliver professional development directly to individual advisors
and information services to their clients.
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The Learning Library
555 Richmond St. W., Suite 1100
Toronto, ON M5V 3B1
Phone: (416) 703-8674
Email: sales@learninglibrary.com
Website: www.learninglibrary.com
Since our founding in 1998, The Learning Library has emerged as an
industry leader in providing cost-effective e-learning and e-communication
application services and solutions. E-learning solutions include:
a completely outsourced Learner Management System (E-University),
content conversion services, as well as marketing services to insure
the success of your e-learning initiative and enhanced distribution
channels for organizations seeking to syndicate/re-sell their learning
or training initiatives. More specifically our e-learning application
solutions and services facilitate the rapid deployment of rich media
courses, tests , surveys and assessments designed to enable personal
and professional continuing education, certification and licensing.
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Mackenzie University
Mackenzie Financial Corporation
150 Bloor St West, Suite M111
Toronto ON M5S 3B5
Phone: (800) 387-0780
Email: university@mackenziefinancial.com
Website: www.mackenziefinancial.com
E-Learning is interactive education and professional development
courses, accredited and delivered through the Internet. Our courses
are endorsed by the Advocis and major IDA firms. At Mackenzie, we
take our commitment to quality advisor education seriously. We are
proud of our track record as educators and how we help advisors help
their clients. We believe that education will continue to play a key
role for advisors in attracting and retaining clients and helping
them build their financial independence. It is our intention to be
your partner in achieving your goals, and those of your clients, attainable
for years to come.
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Ment-r.com
Phone: (877) 994-9019
Website: www.ment-r.com
Ment-r.com was formed in 1999 to provide education, training and support
for financial services professionals with the primary focus being
to support the marketing of life insurance products. The principals
of ment-r.com come from a background of insurance and investment sales,
marketing and management, from a background in adult education and
from a background in organizational development. The focus of the
company has been to develop material for delivery utilizing the latest
technology platforms and to deliver training in the traditional methods.
The success of the company is based on the success of those who subscribe
to the services offered.
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National Review Workshops
3077 Apple Hill Drive
Ottawa, Ontario K1T 3Z2
Phone: (866) 966-1781
Email: inquiry@nationalreview.ca
Website: www.nationalreview.ca
Our four-day workshop serves as a sophisticated
& technical CFP examination preparatory review and an advanced
course for practitioners to update & hone their knowledge critical
to the profession. Our workshop environment
offers the advantages of interaction & thought provoking interface
with expert facilitators and fellow students. The
workshop is offered in 6 cities accross Canada and is taught by practitioners
for practitioners. 30 Advocis CE Credits
(500-page workbook included).
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The Peel Institute of Applied Finance
118 Indian Road
Toronto, Ontario M6R 2V4
Phone: (416) 518-2075
Email: registrar@peelinstitute.com
Website: www.peelinstitute.com
We are dedicated to the training, education and professional development
of financial service providers. The Institute staff includes dedicated
insurance and investment professionals contributing their knowledge
and experience to basic license texts and courses. Training will be
available through Internet learning, through classroom training and
at professional development Symposia scheduled for the major cities
of Canada.
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Oliver's Learning
151 Bloor Street West, Suite 800
Toronto, ON M5S 1S4
Phone: (416) 922-9604
Email: info@oliverslearning.com
Website: www.oliverslearning.com
When time is short and pressure is on for results, Olivers Learning
will increase the probability of passing Canadian financial services
industry courses on the first try. Since 1982, Olivers Learning
has helped over 100,000 professionals acquire accreditation in courses
that include the Canadian Securities Course, the Professional Financial
Planning Course, the Life Licensing Qualification Program (LLQP),
and the Investment Funds in Canada Course (mutual funds).
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Pro-Seminars

4438 Ontario Street, Suite 203
Beamsville, ON L0R 1B5
Phone: (866) 833-8606
Website: www.pro-seminars.com
Pro-Seminars is an all Canadian company based in Beamsville, Ontario.
Specializing in continuing education and training designed specifically
for Insurance and Financial Services Professionals, Pro-Seminars is
a leader in their field. Pro-Seminars is primarily noted for it's
"Comfortable & Affordable" 15 CE credit seminars, online
CE credit self study courses and training courses. Courses and seminars
are conducted/available across Canada and on an annual basis there
is an out of country 15 CE Credit Seminar.
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To Fee or Not To Fee
304 - 2249 Carling Ave
Ottawa, ON K2B 7E9
Phone: 613-596-3353
Website: www.tofeeornottofee.com
To Fee or Not to Fee offers seminars, workshops, and printed materials
to teach financial advisors how to introduce a fee service into their
practice and/or transition to a fee financial advisor. We cover the
key elements of a fee financial advisory practice. Our seminars explain
what services to offer; practice management issues; the when's and
how's of charging various methods of fees; how to bundle your services;
how to mix and match fees; and how to approach the transition process.
For both advisors who have never charged a fee and those who have
been fee-based for years, we cover the benefits and the industry trends.
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