home | help | contact  
 
  Financial Planning
  Contact Mgmt
  Portfolio Mgmt
  CE Credits
  Websites
  Presentations
  More....
 
 
 
  Tools & Checklists
 
 
  PowerPoint Slides




Vendors > eLearning and CE Credits
 
eLearning and CE Credits   Related Links  
  All Vendors
 


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.


Top

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.


Top

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.
Top

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.
Top

Canadian Securities Institute

Phone: (866) 866-2601
Email: customer_support@csi.ca
Website: www.csi.ca

Canadian Securities Institute (CSI) is Canada’s 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.
Top

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).
Top

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.
Top

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.
Top

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.

Top

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.

Top

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.

Top

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 we’re expanding by bringing more courses to more centres in Ontario.

Top

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.

Top

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.

Top

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.

Top

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.
Top

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).
Top

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.
Top

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, Oliver’s Learning will increase the probability of passing Canadian financial services industry courses on the first try. Since 1982, Oliver’s 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).


Top

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.



Top

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.



 

home
| about us | contact | terms of service | privacy | help

© 2011 AdvisorTek.ca. All rights reserved.