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PHASE 7 ACCREDITATION (click to view)
Use the general certificate for all submissions except the following: Expires July 1, 2022. IIROC is cycle 8. All modules are 1 CE credit each.
| Module | IIROC | CSF | FPCanada | The Institute | ICM |
| Wealth Planning: Building Net Worth Post Pandemic | PD | Group Savings | Financial Planning | Financial Planning | Life/A&S |
| Retirement: Registered Plans | PD | Group Savings | Financial Planning | Financial Planning | Life/A&S |
| Group Plans: Employee Benefits | PD | Group Insurance | Financial Planning | Financial Planning | Life/A&S |
| Real Estate: Principal Residence | PD | General | Financial Planning | Financial Planning | Life/A&S |
| Real Estate: Rental Properties | PD | General | Financial Planning | Financial Planning | Life/A&S |
| Currency: Issues in Managing Costs and Risk | PD | Group Savings | Financial Planning | Financial Planning | Life/A&S |
| Fee Based Services: Client Expectations | PD | General | Financial Planning | Practice Management | Life/A&S |
| Creating Value: Investment Compensation Models | PD | Group Savings | Financial Planning | Practice Management | Life/A&S |
| Women and Finance: Financial Empowerment | PD | General | Financial Planning | Financial Planning | Life/A&S |
| Seniors: Uncertain Times | Compliance | Compliance | Financial Planning | Professional Responsiblity | Life/A&S |
| Millennials: Debt Management Strategies | PD | General | Financial Planning | Financial Planning | Life/A&S |
| New Parents: Education Savings | PD | Group Savings | Financial Planning | Financial Planning | Life/A&S |
| Business Continuity: Pandemic Relief Provisions | PD | General | Financial Planning | Financial Planning | Life/A&S |
| Pre-Retirees: Options for Registered Pension Plans | PD | Group Insurance | Financial Planning | Financial Planning | Life/A&S |
| Retirees: Managing Risk with Retirement Income Layering | PD | General | Financial Planning | Financial Planning | Life/A&S |
| Business Owners: Portfolio Risk Management | PD | Group Savings | Financial Planning | Financial Planning | Life/A&S |
| Professionals: Tax on Split Income | PD | General | Financial Planning | Financial Planning | Life/A&S |
| Private Corporations: Passive Investment Rules | PD | General | Financial Planning | Financial Planning | Life/A&S |
| HNW Clients: Investing for Post-Pandemic Market Volatility | PD | Group Savings | Financial Planning | Financial Planning | Life/A&S |
| Planning with Heirs: Wealth Transfer | PD | Group Savings | Financial Planning | Financial Planning | Life/A&S |
| Planning for Disability: Health Disruption | PD | Group Savings | Financial Planning | Financial Planning | Life/A&S |
| Powers of Attorney: Protecting Against Client Incapacity | Compliance | Compliance | Financial Planning | Professional Responsiblity | Life/A&S |
| Executors: Managing Taxes | PD | General | Financial Planning | Financial Planning | Life/A&S |
| Philanthropists: Investing for Stronger Communities | PD | Group Savings | Financial Planning | Financial Planning | Life/A&S |
| Offshore Sojourners: Planning for Cross-Border Investors | PD | General | Financial Planning | Financial Planning | Life/A&S |
