The 360

As we approach the end of the current Continuing Education (CE) cycle, we would like to remind you that all registered individuals (i.e., Representatives, Associate Advisors, Junior Advisors, Licensed Assistants, Branch Managers) are required to comply with CE requirements to maintain their registration in good standing.

If you have outstanding CE credits, complete them immediately to ensure you remain compliant before the November 30, 2025 deadline.

Next Steps

• Check your CE status now via your CERTS and/or CSF account.
  
  
• Complete any outstanding credits without delay, prioritizing mandatory courses. Accredited continuing education content is available through:

o    Investia Learning – Investia reports attendance for these sessions;
o    Fund company platforms (e.g., Fidelity, Dynamic, Manulife).

• Contact sales_communications@investia.ca if you encounter CERTS access issues or have any questions.
  
  

Continuing Education (CE) Requirements for Registrants from December 1, 2023 – November 30, 2025

* For those required to complete less than 8 BC credits (e.g., those who had a leave of absence or became registered mid-cycle), there is no minimum BC ethics requirement, but you still may earn no more than 2 ethics BC credits.

** Applicable only to individuals registered in QC and another province during the period from December 1, 2023, to November 30, 2025. The information exchange between the CSF and CIRO does not apply to QC representatives registered in another province after the start of the current cycle. Therefore, they must report their CE credits to both CIRO and CSF.

We strongly encourage you to confirm your current standing in the CERTS and/or CSF portal(s).