CE Credits

Edmonton Advocis Sponsored CE Credits

Date

Course Name

Life

A&S

Gen

Adj

Course#

Sept. 18, 2003

Once You Lose Your Ethics

1

1

4454

Sept. 18, 2003

Ten Tips to Get You to the Top

2

2

4502

Oct. 08, 2003

Charitable Gifting Strategies & Life Insurance

1.5

4659

Nov. 19, 2003

E&O Loss Control Seminar

3

3

3

3

5407

Jan. 14, 2004

Advocis Strategic Postion

1

1

5453

Jan. 14, 2004

Generating Consistent Returns Through Asset Allocation

1

5454

Mar. 24, 2004

Federal Budget Update

1.5

1.5

1.5

1.5

5630

Jun. 10, 2004

Trends & Opportunities in the Living Benefit Market

1.5

6016

Jun. 10, 2004

Managing the Expectations of Your Target Market for Life, LTC, CI & DI - Common Medical Impairments & How they Affect Underwriting of Your Clients

1.25

1.25

761

Oct. 13, 2004

Situation Critical - Our Population is Aging

1.5

1.5

1.5

1.5

6559

Nov. 10, 2004

Creating Credibility in the Corporate Market

2.5

2.5

2.5

2.5

6560

Dec. 9, 2004

J. Herb McFaull, CFP Project Wow!

1

1

1

1

6561

Totals:

17.25

16.25

9.5

9.5

Edmonton Advocis Sponsored Peel Western Symposium

Date

Course Name

Life

A&S

Gen

Adj

Course#

Sept. 24, 2003

Insurance, The Safety Belt most Travelers Take for Granted

1.25

1.25

4339

Sept. 24, 2003

Marketing Self Directed Group Retirement Plans

1.25

4340

Sept. 24, 2003

Tax Advantaged Strategies - Shared Ownership, Triple Back to Backs

1.25

4341

Sept. 24, 2003

Speaking to the 'right' part of your clients brain

1.25

1.25

1.25

4342

Sept. 24, 2003

E&O Insurance De-Mystified

1.25

1.25

1.25

4343

Sept. 24, 2003

The Canadian Investment Market

1.25

4344

Sept. 24, 2003

Charitable Gifting Strategies and Issues of Importance

1.25

1.25

4345

Sept. 24, 2003

Buy-Sell Concepts & Case Studies

1.25

1.25

4346

Sept. 24, 2003

Case Study Business Succession

1.25

4347

Sept. 24, 2003

The Investment Loan Strategy

1.25

4348

Sept. 24, 2003

E&O Claims Avoidance - Part 1

1.25

1.25

1.25

4349

Sept. 24, 2003

E&O Claims Avoidance Part 2

1.25

1.25

1.25

4350

Sept. 24, 2003

The Real Answer to Advisor Productivity

1.25

1.25

4351

Total - Fall Symposium

15

10

6.25

Apr. 22, 2004

The Five Secrets of Expert Business Part 1

1.25

1.25

5518

Apr. 22, 2004

The Five Secrets of Expert Business Part 2

1.25

1.25

5600

Apr. 22, 2004

Travel Insurance - The Safety Belt Most Travelers Take for Granted

1.25

5601

Apr. 22, 2004

Stock Markets, GIC's and Your Clients When Risks Can't Be Ignored

1.25

5602

Apr. 22, 2004

Strategies for Success, Financial Planning in the 21st Century

1.25

1.25

5603

Apr. 22, 2004

Critical Illness - The Critical Issue

1.25

5604

Apr. 22, 2004

Protecting Your Assets in Volatile Times

1.25

5605

Apr. 22, 2004

Advanced Tax Issues Relating to the Insurance Industry

1.25

1.25

5606

Apr. 22, 2004

Advanced Concepts - Asset Recovery & Shared Ownership

1.25

5607

Apr. 22, 2004

Effective Communication

1.25

1.25

5608

Apr. 22, 2004

Critical Illness in Canada - Get it While It's Hot

1.25

5609

Apr. 22, 2004

The Virtual Advisor

1.25

1.25

5610

Apr. 22, 2004

Understanding & Accessing the High Net Worth Client

1.25

1.25

5611

Total - Spring Symposium

12.5

12.5

Total Fall & Spring Symposium

27.5

22.5

Advocis National CE Credits

Date

Course Name

Life

A&S

Gen

Adj

Course#

Ongoing

LLQP Course 1

15

15

Ongoing

LLQP Course 2

15

15

Ongoing

LLQP Course 3

15

15

Ongoing

LLQP Course 4

15

15

Ongoing

CFP Courses

30

30

Ongoing

CLU Courses

30

30

Ongoing

RHU Courses

30

30

Ongoing

Segregated Funds Course

22.5

Ongoing

Forum Quiz

1

June 2003

National Conference - St. John's

38.5

24

12

July 2003

Okanagan School

12.5

7

0.75

August 2003

Banff School - 2003

24.5

18.5

7.5

June 2004

National Conference - Calgary

Awaiting Approval

August 2004

Banff School - 2004

31.5

21.25

5.75