eLearning & CE Credits

The AdvisorTek Directory provides access to a directory of online learning solutions and continuing education credit options for financial services professionals.

390 Queens Quay West, Suite 209
Toronto, ON M5V 3A2
Phone: (800) 563-5822Email: 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.

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.

Beacon Hill Financial Educators

51A Middle Street
Newburyport, MA 01950

Phone: (800) 588-7039
Email: contact@bhfe.com
Website: www.bhfe.com

We sell self-study CPE / continuing professional education courses for financial planners, certified public accountants, and enrolled agents. Courses are available in print or PDF, with online exams. Topics include ethics, financial planning, estate planning, retirement planning, investments, insurance, tax, and accounting. CE credit is available for the following licenses and designations in all states.

California Institute of Finance

60 West Olsen Road
Thousand Oaks, CA 91360

Phone: (888) 372-4155
Email: fponline@callutheran.edu
Website: www.callutheran.edu/schools/business/graduate/cif/

The California Institute of Finance at California Lutheran University provides CFP Certification for students and an MBA program in financial planning with core courses in areas such as tax, retirement planning, finances, investing, insurance and portfolio management. The program can be completed on-campus or entirely online. The MBA program has been accredited through WASC and is registered with the Certified Financial Planning Board of Standards, Inc.

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.

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.

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.

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).

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 requirement
  • 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.

College For Financial Planning

8000 E. Maplewood Ave. Suite 200
Greenwood Village, CO 80111

Phone: (800) 237-9990
Website: www.cffp.edu

The College for Financial Planning, the oldest and most widely respected provider of financial planning education in the United States, offers an accredited online master’s degree program as well as several industry education and certification programs. In 1972, we created the country’s first financial planning education program; the CFP& reg; Certification Professional Education Program;still our most popular, with over 55,000 graduates. In addition, the College also offers continuing education and professional development courses for financial services professionals.


PO Box 52,
Hopkinton, MA 01748

Email: cpe-tracker@hotmail.com
Website: www.cpe-tracker.com

This is the place to find quality Continuing Professional Education. Download a wide variety of self-study courses directly from the CPE-Tracker web site and pay nothing until you send in the quiz for grading. CPE-Tracker makes available a wide variety of companies sponsoring quality continuing education programs for financial professionals.

CSI Global Education Inc.

200 Wellington Street West, 15th Floor
Toronto, ON M5V 3C7

Telephone: 1-866-866-2601
Email: customer_support@csi.ca
Website: www.csi.ca

For over 40 years CSI has been Canada’s leading provider of professional credentials and compliance solutions for the financial services industry, helping more than 700,000 financial professionals reach their career goals. CSI offers more than 170 courses ranging from the well-known Canadian Securities Course (CSC)® to sophisticated accreditation programs such as the Chartered Strategic Wealth Professional (CSWP™)designation. Valued for its leadership in Canada, CSI also partners with organizations world-wide to provide financial services proficiency training in Asia, Europe, the Middle East, Central America and the Caribbean.

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. Foran earned this reputation by having excellent staff instructors, an incredible support team and an enviable list of associate instructors who are leaders in their professions. Foran Financial Institute provides training and licensing support programs for securities, mutual funds, insurance and financial planning exams.

Financial Planning Standards Council 

902 – 375 University Avenue
Toronto, Ontario M5G 2J5

Phone: 1-800-305-9886
Email: inform@fpsc.ca
Website: www.fpsc.ca

Financial Planning Standards Council (FPSC®), incorporated on November 10, 1995, is a not-for-profit organization which develops, promotes and enforces professional standards in financial planning through Certified Financial Planner® certification. FPSC licenses the CFP marks in Canada. With over 17,500 certified CFP professionals to date, FPSC is the foremost authority for the financial planning profession in Canada, in concert with the IQPF in Quebec, continually developing, delivering and enforcing the highest competence and ethical standards. There are nearly 140,000 individuals who have earned CFP certification in 24 countries around the world.

FPA Virtual Learning Centre

Suite 400, 4100 E. Mississippi Ave.
Denver, Colorado

Phone: (800) 322-4237
Email: info@fpanet.org
Website: www.fpanet.org/Learn/VirtualLearningCenter/

The Virtual Learning Center is a convenient, affordable and easy resource for FPA members. Through the Virtual Learning Center, members have access to a variety of Web-based educational resources without ever leaving their homes or offices. This one-stop shop hosts all FPA online educational sessions and provides access to learning modules developed by other organizations. Continuing education (CE) credits for most learning modules can easily be obtained through the Virtual Learning Center. If you participate in a “live” learning module where CE credits are available and complete the evaluation form, you’re credits will be sent electronically to the CFP Board. And our archived learning modules provide an online quiz to receive applicable credit.

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.

Institute of Business and Finance

4141 Jutland Drive, Suite 330
San Diego, CA 92117

Phone: (800) 848 2029
Email: information@kesdee.com
Website: www.icfs.com

  • Online and Distance Learning:
  • Financial designations and certificate programs
  • Master’s program

Areas covered: Financial planning, estate planning, mutual funds training, annuities, and more.

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

Specializing in the Training and development of Life Insurance and Financial Service Professionals with an abundance of accredited online CE courses designed to help professionals meet there CE credit requirements.


5280 Carroll Canyon Road, Suite 220
San Diego, CA 92121
Phone: (858) 558-8118

Email: information@kesdee.com
Website: www.kesdee.com

KESDEE is the world’s largest financial e-learning company. KESDEE’s e-learning catalog consists of 700 accredited e-Learning courses on various topics in Banking, Finance, Accounting, Insurance, and Risk Management. In addition, KESDEE offers Web-based Tutorials for Certification Exams in Risk Management and Financial Analysis. KESDEE’s e-learning solutions are relevant for the providers of financial services, as well as for users, regulators, advisors and educators of financial analysis.

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 national designated education institute and publisher, which provides excellence in financial education to tax and financial advisors and their clients. Professionals turn to The Knowledge Bureau for expert training of seasonal staff for tax or RRSP season as well as mastery of the inter-advisory discipline of Real Wealth Management™: the accumulation, growth, preservation and transition of after-tax wealth.Our courses, available in self study or live content formats, lead to certification, as well as CE accreditation by most regulators and professional associations.

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

At Learning Library we believe that knowledge is the ultimate currency™. Our aim is to work with our clients to successfully deliver integrated, affordable, reliable and interactive learning and accreditation/compliance solutions that develop knowledge and assist the growth of both individuals and their organizations. We have over 10 years experience of providing online or blended learning solutions that encompass world class instructional design, e-learning, and integrated software solutions, developed in-house for a range of sectors including real estate, banking and finance, associations, charities, government, corporate, education and medical services. With a team serving the US, Canada, UK and wider EU, Learning Library specializes in commercial training (education + ecommerce), content conversion to web delivery, serious games and accreditation/compliance based education solutions.

Mackenzie Univeristy
 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

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, for years to come. Our experienced roster of speakers and portfolio managers will add insight into your existing knowledge base and provide new ideas you can use to help improve client relationships, make better investment decisions and earn CE credits.

National Review Workshops

3077 Apple Hill Drive
Ottawa, Ontario K1T 3Z2

Phone: (866) 966-1781
Email: inquiry@nationalreview.ca
Website: www.nationalreview.ca

Taught by Practitioners for Practitioners. Our four-day workshop serve primarily as a  technical CFP™ examination preparatory review and an advanced course for practitioners to update & hone their knowledge critical to the profession. Not all learners are comfortable with distance or e-learning. Our live workshop environment offers advantages of interaction and thought provoking interface with expert facilitators and fellow learners.

The Peel Institute

118 Indian Road
Toronto, Ontario M6R 2V4

Phone: (416) 518-2075
Email: jim@peelinstitute.com
Website: www.peelinstitute.com

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.

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).


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.


Phone: (877) 755-7522 ext. 1
Email: contact@scholarlab.com
Website: http://scholarlab.com/

ScholarLab is one of North America’s leading developers of online learning, conferencing and communication solutions for organizations of all types and sizes. ScholarLab’s market-proven platform enables clients across a bright spectrum of industries (including healthcare, legal, real estate, finance, and more) to deliver superior and highly profitable online education programs that walk in stride with the needs of today’s learners and the capabilities of our digital and mobile-centric world.

ScholarLab’s Adaptable Learning Desktop (ALD) is a patent-pending, mobile friendly platform that instantly snaps together online multimedia, collaborative e-learning authoring, and real-time communications applications and is accessed by almost a million learners in 50+ countries.

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.