Keep track of your CE credits – your licence depends on it!

As a life insurance advisor in Canada, most provinces require you to take ongoing learning and development courses to maintain your licence. As with most professions, you need to ensure that your skills and knowledge are current so you can best serve your clients.

Licensing varies from province to province and is subject to change, so it is important to know and review your province’s requirements regularly.

For example, as of February 25, 2022, the Financial Services Regulatory Authority of Ontario (FSRA) updated important guidelines to their Life Agent Reporting Requirements.  This guidance outlines changes to agents’ reporting responsibilities for Errors and Omissions (E&O) insurance, Continuing Education (CE) and your contracted insurers. These changes will affect the way you renew your license in Ontario, so you must get familiar with them. Visit the FSRA website for more guidance.

Follow these steps to keep track of your training activities and overall progress:

  • Create a spreadsheet detailing all your training activities. Include the course title, completion date, provider name and number, and type of credits earned.
  • Immediately print or save your CE certificates upon course completion as some provinces will ask you for the certificate as proof of completion.
  • Create a digital or physical folder to save all your CE certificates in one place. It is recommended you keep all your CE certificates for at least five years.

To earn CE credits with ivari, visit our Learning Centre or reach out to your ivari Sales team for live CE accredited sessions.