CE Credit Tracking Just Got Better!

Accessible, Affordable – Accuracy.

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Trusted by financial professionals from these organizations:

What is CE Records?

CE Records is a practice enhancing technology platform helping financial services professionals track their continuing education (CE) credits for their Licenses and Designations…You can take action and be more planful knowing how many credits you have & how many you need to meet 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.