Accreditation of a CE program means that it:
- has met a clear standard of educational quality
- been reviewed against practice guidelines, and
- is relevant to today’s financial advisors and planners.
How The Institute Helps Education Providers
Financial advisors and planners are required to meet a variety of Continuing Education (CE) requirements, depending on their licence, jurisdiction and professional designations.
As an education provider, you gain credibility by demonstrating that your offering meets the needs of a competency-based learning program, and you can promote it as having received an impartial third-party CE accreditation.
Advisors and planners need access to current and relevant CE to ensure continued improvement in their knowledge, skills, and abilities to do their job and quality service for their clients.
Current - means up-to-date content for what an advisor needs to know
Relevant - means focused on what a financial advisor does in practice