Continuing Education Requirements

Continuing education (CE) is learning that helps fulfill the knowledge required to maintain a standard of professional competence and ensures practices remain current with an ever-changing industry.

This knowledge can be obtained through a variety of learning opportunities and should be sufficient to maintain and increase the licensees' knowledge in the insurance products they sell or adjudicate, while meeting the minimum number of credits and the technical course content requirements as outlined in the CE Guidelines for each licence class.

CE helps licensees meet the competency standards established under Section 5.2 of the Insurance Council's Code of Conduct, wherby Licensees must conduct all insurance activities in a competent manner and remain current in their skills and knowledge.

In accordance with Council Rule 7(5), licensees, must meet the requirements of the CE program established by the Insurance Council, as amended from time to time. Separate guidelines are provided for each licence class, and the guidelines describe the CE requirements that licensees must meet for each licence period between June 1 - May 31.

Per Council Rule 4(4), licensees cannot renew their licence unless they have met their CE requirements and are covered by the required E&O insurance. During annual licence renewal, licensees will be asked to submit declarations confirming that they are informed of and meeting their ongoing licensing requirements, including that they have met their CE requirements, before they may proceed to renew their licence. 
 

Q&A on the Continuing Education Requirements

Review the questions and answers in this section to better understand your CE requirements and find answers to commonly answered questions.

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CE Record Keeping Requirements

Licensees are required to keep records of completed CE for five (5) licence periods. Records should indicate proof of course attendance or completion issued by the provider including the licensee’s full name, the course name and description, the course provider’s name, date of course completion, as well as the relevant course content and number of eligible CE credits.
 

Examples of CE records:

• CE certificates provided by the course provider;
• Attendance sheets provided by the course provider; or
• ​Written correspondence from the course provider confirming that the course was completed.

The CE Self-Tracker is an optional tool designed to help licensees to keep track of their CE credits in one area within the Insurance Council's online portal. The CE Self-Tracker does not replace a licensee's record-keeping requirements.