Courses

FPSC does not pre-approve any continuing education activity; it is up to you to self-assess the appropriate content of the activity. For technical credits, refer to the CE Guidelines to determine if the content of a particular activity falls under one or more of the required topic areas. We do not review the content of the courses offered and therefore, this list should not be regarded as endorsed or recommended by FPSC.

Algario Communications
238 Randall Street
Oakville, ON L6J 1P7
416.865.9200
qbstraining@algario.com

Combines leading-edge sales methodologies from QBS Research with the proven PowerLearn™ software and e-learning technologies from Algario Communications to create the ultimate web-based sales development tool.

Ashton College
400-1190 Melville Street
Vancouver, B.C. V6E 3W1
604.899.0803
604.899.0830
jchang@ashtoncollege.com

Offers a variety of courses for the financial services industry.

The Financial Advisors Association of Canada (Advocis)
1.800.563.5822 or 416.444.5251
info@advocis.ca

Offers a number of courses for insurance and financial advisors and programs that lead to various designations/licences. These courses are offered online and in the classroom.

Business Services International, Inc. (BSII)
bizserv@gmail.com
1.866.768.6886
704.902.0972

BSII offers the Chartered Wealth Manager course and the Chartered Trust and Estate Planner course live in 3 eight hour days. At the conclusion of the courses you may apply for the respective designation and Continuing Education credit.

Canadian Academy of Senior Advisors (CASA)
907 - 6540 Hastings Street
Burnaby, BC, V5B 4Z5
info@canadacsa.com
1-877-272-8086
1-604-648-9647

The Certified Senior Advisor (CSA)® designation is Internationally Recognized and North America's Original and Premier designation promoting service excellence to the Boomer and Senior populations. CSA's participate in the World's Largest Membership organization teaching professionals about aging.

Together, we can raise even further our professional standards and commitment to provide the best service possible to Canada's maturing citizens. Support your continued business success through excellence and distinction by becoming a CSA.

The Canadian Institute of Chartered Accountants (CICA)
416.977.3222

Provides access to conferences and courses with the CA in mind. Many of these conferences deal with tax issues. Conferences are held across the country. Courses and Conferences are open to all, except the in-depth tax course.

Canadian Initiative for Elder Planning Studies
4520 Ontario Street, Suite 12
Beamsville, ON L0R 1B5
1.866.833.8606
1.877.524.7129
info@cieps.com

Offers the Elder Planning Counselor Designation Program.

Canadian Institute of Financial Planning (CIFP)
905.803.9488 or 1.888.865.2437
ifsegeneral@ifse.ca

Offers a variety of courses via distance learning with an online quiz.

Canadian Securities Institute (CSI)
1.866.866.2601 (English) or 1.866.866.2602 (French)
customer_support@csi.ca

Offers a variety of e-learning courses and self-study courses.

Certified Management Accountants of Canada (CMA-Canada)
1.800.263.7622 or 905.949.4200
info@cma-canada.org

Their online learning courses focus on the best in contemporary management practices. You do not have to be a member to access their courses.

C.E. Internet Hours
info@needhours.ca

Offers online CE courses for insurance professionals.

CE Network Inc.
1.866.444.1123
support@cenetwork.com

Offers online continuing education courses for financial services professionals.

Foran Financial Institute
110 Yonge Street, Suite 501
Toronto, ON M5C 1T6
416.947.1922
416.947.1925

Foran Financial Consultants (B.C.) Ltd.
999 Canada Place, Suite 404
Vancouver, B.C. V6C 3E2
604.331.8581
604.641.1214

1.800.565.0374
info@foranfinancial.com

Offers a variety of courses relating to the financial services industry.

ILS Learning Corporation
1.800.404.2211
info@ilscorp.com

Interactive and online courses for the general insurance and life insurance industry.

Institute of Canadian Bankers
1.800.361.7339
icb.info@thomson.com

Offers continuing education learning activities, courses and seminars that are delivered online, in class or through distance learning and always include student accessible transcripts.

The Insurance Advisor Training Centre
416.604.7814
theregistrar@thetrainingcentre.ca

Offers courses for life insurance professionals. Delivered in one-four day classroom sessions and a two day annual educational conference for financial advisors held in five cities across Canada.

Insurancelink.ca
larry@insurancelink.ca

Offers online courses to assist life insurance agents and brokers, general insurance brokers and agents, claims adjusters and insurance company personnel meet their annual CE requirements.

The Knowledge Bureau, a division of Evelyn Jacks Productions, Inc.
1.800.953.4769
204.953.4761
reception@evelynjacksproducations.com

Fully flexible group or self study programs available.

The Learning Library
416.703.8674
info@learninglibrary.com

Offers courses delivered online in full multimedia format.

Loma
1.800.275.5662
marketing@loma.org

Offers a variety of courses relating to the financial services industry.

Mackenzie University
1.800.387.0780
university@mackenziefinancial.com

Offers 21 courses for a total of 30 CE credits

Mature Markets Inc.
416.251.1294
416.251.3699
info@maturemarkets.ca

A company dedicated to the research and development of programs targeting the shelter and financial needs of Canada's 55+ demographic.

National Review
1.866.966.1781
inquiry@nationalreview.ca

Offers an extensive and technical refresher course for CFP® professionals coupled with a comprehensive 500 page reference manual.

Oliver Publishing Inc.
800.238.0377 or 416.922.9604
fern@oliverpublishing.com

Online seminars, live instruction, and customized in-house training courses available.

Pacific Business & Law Institute
Suite 305, 1681 Chestnut Street, Vancouver, BC
1.604.730.2500
1.604.730.5085
info@pbli.com

Offers 1-2 day continuing education conferences on business-related and aboriginal issues.

The Peel Institute of Applied Finance
416.518.2075 or 905.838.5456
registrar@peelinstitute.com

Offers one and two day symposia for insurance and investment advisors.

Phoenix CoachingWorks
416.593.8010
416.251.3699
info@phoenixcoachingworks.com

A Sandler Sales Institute franchisee focusing on business development training and coaching with a particular focus on financial services professionals.

Pro-Seminars
1.877.524.7121
info@pro-seminars.com

Offers two day and self-study courses (online and correspondence) for insurance and financial services professionals.

To Fee or Not to Fee
1.800.304.7180 ext. 108
613.596.3353 ext. 108
613.596.2441
marc@tofeeornottofee.com

Offers seminars, workshops, and printed materials to teach financial planner/advisors how to introduce a fee service into their practice and/or convert to a fee financial planner/advisor.

u-e-lectures.com
ees@u-e-lectures.com

MBA level e-lecture series; 24 on Corporate Governance, and 24 on Business Law by Prof. E. Edward Siemens; Preferred rates $75 @ series plus GST; start anytime.

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