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!

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.

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

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

Corporate

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

Standard

$ 110 Annually (CAD$)
  • Add unlimited licenses
  • Add unlimited designations
  • Add unlimited CE records
  • Track your CE cycle
  • Timely reminders
  • Ability to run reports

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

Corporate

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