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          416-883-5000

          Corporate mailing address
          ivari
          200-5000 Yonge Street
          Toronto, Ontario M2N 7E9
        • Policy-related contact
        • Are you a policyholder with ivari?
          Please use this mailing address for all policy-related correspondence

          Policy-related mailing address
          ivari
          P.O. Box 4241, Station A
          Toronto, ON M5W 5R3
        • Customer service
        • Toll free: 1-800-846-5970

          For general inquiries:
          [email protected]

          Need to send us something?
          Send requests securely
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Our friendly neighbourhood advisor has just submitted her CE credits along with all other documentation for her license renewal. So, her renewal should be completed without a hitch, right?

Not necessarily! When it comes to continuing education, regulators need more than just your word. They will often ask for you to submit earned CE certificates to match your reported CE completions.

Use a system to track your CE completions like a spreadsheet or our CE tracker that includes:

  • the course title,
  • course description,
  • completion date,
  • name of the provider,
  • CE code,
  • the number of credits earned, and
  • the type of credits you earned.

Also print or save copies of each and every CE certificate that you earn!

It’s worth mentioning that CE requirements vary by province, and you could be audited by your provincial body. Missing or undocumented CE credits is one of the top non-compliance issues – and there are penalties. Continuing education is an important part of being a successful advisor. It’s in your best interest to complete qualifying courses and to track them.

Published on: April 3, 2023

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P.O. Box 4241, Station A
Toronto, ON M5W 5R3

416-883-5000 . Telephone
1-800-846-5970 . Toll free
[email protected]

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ivari is a member of Assuris. Assuris is the not for profit organization that protects Canadian policyholders in the unlikely event that their life and health insurance company fails. Details about Assuris protection are available at www.assuris.ca.

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