Why CE Records?

All-in-one early warning and tracking CE Credit platform built for Advisors by advisors!

Have confidence knowing you will be well prepared for any future CE audit, and save time for yourself and your assistant by putting CE Records into your business process.

We are passionate about solving CE compliance anxiety and creating business comfort for advisors. That’s why we created this All-in-one early warning and tracking CE Credit platform built for Advisors by advisors!


Sign-up and put CE Records into your business practice today


“CE Records makes it easy for me to record, track and comply with my CE requirements. It was incredibly simple to use and has an intuitive UI that makes CE tracking painless. In a single location I can see which CE credits I’m missing so I can focus my time on attending the right type of CE accredited presentations. This app takes a tiresome task and makes it easy and concise. I wish I had something like this for other areas of my business.”
Warren Miles-Pickup
Warren Miles-PickupAdvisor and Owner, Portum Financial Services Inc.
“I wish I had this tool when I was a practicing Associate Portfolio Manager. I had to track separate credits for my CFA designation, my insurance license, as well as for my securities license requirements. What a way to save time, frustration and expense.”
David Hogg
David HoggCFA
“As a compliance officer, I’m delighted that a platform like CE Records is dedicated to reducing the administrative burden on investment professionals – This type of development fills a need in the industry. Compliance officers at dealers and insurance distribution firms should all take a close look at this tracking app to help their advisors manage their continuing education obligations for licenses and designations.”
Doug Krist
Doug KristCompliance Director, Fiera Capital Corporation
“For years I scrambled, CE Records application was a breath of fresh air. It allowed me to record the courses as soon as I took them, upload my certificates, and at year-end everything was there at my fingertips. It also alerted me to whether or not I was deficient on any requirements, early in the year, so I could proactively plan to make sure I completed my requirements.”
Desmond Rampersad CLU
Desmond Rampersad CLUFinancial Advisor
Previous
Next

What is CE Records?

CE Records is practice enhancing technology that serves Canadian financial advisors needs to better manage CE Credits

✓ It’s an Intuitive, and Easy to use app

✓ Easy to track CE requirements for Licence and Designations

✓ Worry-free and cost-effective early warning system

Know where you stand at all times

Keeps you motivated to take courses to increase your expertise

Add as many as you need

Add as many hours and ensure you meet category requirements


All your designations in one place

Over 50 industry designations can be tracked (e.g. CFP, CIM, CLU, TEA etc.)

No more year-end scrambling

Early warning system to keep you on track


Keep track of your progress

Know if you have or don’t have a certificate & which firm to follow-up with if you don’t have it

Portable & Permanent

Advisors have on-demand access to records, no more wasted time looking for them. The information is with you if you move firms.


Sign-up and put CE Records into your business practice today

Subscription Pricing

Monthly

Annually

Standard

$ 9
99
Monthly (CAD$)

  • Add unlimited licenses
  • Add unlimited designations
  • Add unlimited CE records
  • Track your CE cycle
  • Timely reminders
  • Ability to run reports

Get Started!

Premium

$ 15
00
Monthly (CAD$)

  • Add unlimited licenses
  • Add unlimited designations
  • Add unlimited CE records
  • Track your CE cycle
  • Timely reminders
  • Ability to run reports
  • Track certificates by status
  • Missing certificate reports

Get Started!

Corporate

Enquire

  • Enterprise set up
  • Producer Group set up
  • Access to Premium features
  • Custom pricing

Contact Us

Standard

$ 110
Annually (CAD$)

  • Add unlimited licenses
  • Add unlimited designations
  • Add unlimited CE records
  • Track your CE cycle
  • Timely reminders
  • Ability to run reports

30 Day FREE Trial!
You will not be charged for 30 days from date of sign up for annual plans.
You can cancel anytime.

Premium

$ 168
Annually (CAD$)

  • Add unlimited licenses
  • Add unlimited designations
  • Add unlimited CE records
  • Track your CE cycle
  • Timely reminders
  • Ability to run reports
  • Track certificates by status
  • Missing certificate reports

30 Day FREE Trial!
You will not be charged for 30 days from date of sign up for annual plans.
You can cancel anytime.

Corporate

Enquire

  • Enterprise set up
  • Producer Group set up
  • Access to Premium features
  • Custom pricing

Contact Us