CE Credit Tracking Just Got Better!

Accessible, Affordable – Accuracy.

What is CE Records?

CE Records is a web app platform to help financial services professionals track their continuing education (CE credits) for their Licenses and Designations…You can take action and be more plan-full knowing how many CE’s you have & how many you need to meet the regulatory requirements.

Our platform is for Canadian financial professionals who are licensed and/or have a designation that requires them to take continuing education credits to maintain their license or designation.

Know Where You Stand

Dashboard tracking how many CE credits you have vs. what you need for your License and Designations.

Avoid Business Disruptions

Avoid the last minute scramble to get CE credits at the end of your Cycle

Minimize Your Documents

Have an up to date record of your CE credits for your License and Designations, all in one place.

Report With Confidence

Report to regulators and sign attestations with confidence.

What our clients are saying.