The CE Accreditation Service of the CLU Institute provides an impartial review and approval of CE programs.

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

What others are saying . . .
red arrow Seneca College – The Centre for Financial Services
red arrow FPSC – Financial Planning Standards Council


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Our clients know the value of having an impartial third-party accreditation.
Below is a list of some of these Education Providers.

Manulife Financial Invesco Trimark  York University  AGF  Desjardins Financial Security
SIO Mackenzie Investments Dundee Wealth CAGP Sun Life Financial
Transamerica Life Canada Dynamic Funds Russell Investments CPBI