As of October 2022, you will be unable to download your Quebec CE credits using ivari’s self-serve system on ivari.ca (My Live Sales Training History tool).
Instead, Quebec CE certificates will be emailed to you directly. This change is necessary while we update our system to account for the new regulations from the Chambre de la sécurité financière (CSF). CE credits for all other provinces are not affected and remain accessible on the self-serve tool.
New regulations from the Chambre de la sécurité financière (CSF)
In order for advisors to be eligible for Quebec CE Credits after attending a live sales training given in webinar (virtual) mode, the Chambre de la sécurité financière (CSF) requires one of the following:.
- Advisors registered in Quebec must take an online quiz after attending live sales training given in webinar (virtual) mode. The quiz must be passed with a grade of at least 60% and completed within 7 consecutive days of receipt; OR
- Advisors registered in Quebec must be present at the time of a randomly timed attendance poll provided by the ivari representative during the webinar presentation. The advisor must complete the necessary attendance questions of their name, AMF #, and ivari sales agent code.
Advisors must also be present for the entire duration of the presentation. For presentations that are held live and in-person, this new regulation does not apply. This rule only applies to courses that have been accredited (or renewed) by the CSF on or after April 23, 2022, that are subsequently available virtually by webinar.
How you will receive your Quebec CE credits?
ivari will email Quebec CE credits to advisors registered in Quebec for any live training sessions attended on or after April 23, 2022. You will receive your credits if you have met the criteria required for attendance and/or quiz completion for that course.
Any CE credits issued prior to April 23, 2022, are still accessible on the ivari.ca website.
Will this affect any CE certificates earned via our Learning Centre?
No. Only Quebec CE-accredited presentations conducted live on or after April 23, 2022, are affected. Any CE certificates you may have earned on the Learning Centre will not be affected.
If you have any questions or concerns, please email us at [email protected].
Published on: January 3, 2024