Your Free Customized CE Solution We Understand Your CE Pain CE-credits.ca has been providing CE Credits to the Financial Services Industry since 2012. Our role is 2 fold... First to provide Advisors with convenient ways to earn their CE Credits, and secondly to the Governing Bodies in the Industry to ensure that the CE Credits / CE Certificates we provide to Advisors are acceptable to each Governing Body. As a result, we have developed strong relationships with these Governing Bodies and fully understand the CE Requirements and what they expect from Advisors. How We Can Help... 4 Steps Step 1: Complete the questionnaire below. Step 2: We will create a CE Plan that takes into consideration all of your CE Requirements, and email you our recommendations. Cost to create the plan for you... $0. We will also include your implementation options and the associated pricing for each option. Step 3: We work with you to modify the plan to your liking. Step 4: Payment is made, and your CE Plan for 2020 is put in motion. Click Here to look at the comprehensive report you will receive. Sample CE Solution Report First Questions How many CE Credits have you already earned for this cycle: 0-30? (required) Are you currently being Audited for CE Credits? (required) ---NoYes If Yes, Do you have a deadline to provide proof of CE? Industry Licenses Life License (Click all that apply) BCAlbertaSaskatchewanManitobaOntarioQuebecAny other Province When does your Life License Renew? Mutual Fund License (Click all that apply) MFDAIIROC Professional Designations FP Canada (Click all that apply) CFPQAFPLevel 1 Advocis (Click all that apply) CLUCH.F.C.CHS/RHU Canadian Securities Institute - CSI (Click all that apply) FCSICIMCIWMMTIPFPFICBFMA Other Professional Designations (Click all that apply) RFPF. Pl.CFACIPMTEPEPCRRCCDFACEA Other Professional Designations Not Listed Building Your Customized Plan What is your preferred way to earn your CE Credits? ---I prefer Live Events In PersonI prefer Online WebcastsI prefer to Choose my Presentations and Watch On-Demand What is your second most preferred way to earn your CE Credits? ---I prefer Live Events In PersonI prefer Online WebcastsI prefer to Choose my Presentations and Watch On-Demand Given the choice, I never want to earn my CE Credits... (do not answer if not applicable) ---I do not want to be in a room with other peopleI do not want to watch anything on a computer at a set timeI do not want to do anything where I have to do a test/quiz What days of the week would you prefer to earn CE Credits on? (Click all that apply) MondayTuesdayWednesdayThursdayFridayWeekend What days of the week would you not want to use for CE Credit activities? (Click all that apply) MondayTuesdayWednesdayThursdayFridayWeekend What month of the year would you prefer to earn CE Credits? (Click all that apply) JanuaryFebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecember What month of the year would you not want to use for CE Credit activities? (Click all that apply) JanuaryFebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecember Your Continuing Education Options All of our CE Options are video of the presenters in a room presenting to a group of advisors. What types of presentations are you most interested in seeing? (Click all that apply) Our Best PresentationsProfessional Responsibility /EthicsInsuranceInvestmentsGroup BenefitsMarketing & TechnologyClient IssuesBusiness CoachesBankingLegal, Tax & Estate Planning What Happens Next Now we have some work to do! We are going to look over your responses, check your CE Requirements, and then put a plan together for you. You can expect an email from up in the next 48 hours with your CE Plan. Then the decision is yours! However, there is one more thing that we need from you... Enter your contact information below, and click "the "Submit Profile" button to send it to us. Your Contact Information Your Name (required) Your Email (required) Your Company (required) Your Phone # (required) Your City (required) Your Province (required) If you have any issues submitting this form, please email your answers to [email protected]. Thank You