CE Records

04/27/2023

It's great to hear from advisors about how we're helping them at CE Records to manage their continuing education. Our CEO, Colin Henry sat down recently with Senior Wealth Advisor Vince Tarantino to discuss how our digital tool helps to track CE credits to meet regulatory and licensing requirements. www.youtube.com/watch?v=1v1J1ZHuJJg

You can also visit our website here: https://ce-records.com/

It's great to hear from advisors about how we're helping them at CE Records to manage their continuing education. Our CEO, Colin Henry sat down recently with Senior Wealth Advisor Vince Tarantino to discuss how our digital tool helps to track CE credits to meet regulatory and licensing requirements. Check out their conversation: https://www.youtube.com/watch?v=1v1J1ZHuJJg

https://www.ce-records.com/

04/10/2023

Happy Easter from the CE Records team! 🐰🥚

Were you able to spend some quality time with your family and loved ones?

03/13/2023

A recent news report that hundreds of insurance agents in Ontario have been targeted for non-compliance when it comes to their continuing education.
https://www.investmentexecutive.com/news/from-the-regulators/hundreds-of-ontario-insurance-agents-targeted-for-ce-non-compliance/ They received warning letters from the regulator for not completing their required education hours. We want to help advisors to avoid this situation as we have a solution to manage their CE records. Our digital tool makes it easier to track CE credits and meet the deadlines required to keep designations and licences. Check us out at https://ce-records.com/ ✅ .

A FSRA review resulted in 445 letters of warning for failing to complete continuing education hours

02/28/2023

As a Financial Advisor, you are used to staying on schedule and planning for your clients, why not for yourself as well?

Keep all of your CE credits in one place with unlimited entries and never lose track of your continuing education requirements again. https://ce-records.com/ ✅

02/24/2023

CE Records offers a platform that makes it easy to find and track your CE credits, allowing you to focus on your clients' needs. Getting started is simple and takes just a few minutes.🕐

So why wait? Get started today and take control of tracking your CE requirements. https://ce-records.com/contact-us/

02/23/2023

CE Records has everything you need as an Investment Advisor, Insurance Advisor or Financial Planner to manage your CE credits and designations.

We've made it easy for you to access the information you need, so you can manage your time and focus on what's important. https://ce-records.com/ 🕐

02/22/2023

Avoid last-minute anxiety with our timely reminders and notifications, made to keep you on track.

Get in touch with us to try out our platform for yourself, and take advantage of our FREE trial available. https://ce-records.com/contact-us/

02/21/2023

At CE Records, our vision is clear. We offer advisors and dealers a hassle-free automated way to track and manage their continuing education credits.

Have questions about our platform? Ask us a question in the comments or go to our website here: https://ce-records.com/contact-us/ 💻✔

02/20/2023

Today is Family Day. 👨‍👩‍👧‍👦

Enjoy spending time with your family instead of spending countless hours updating your CE credit tracking spreadsheets and other documents. Tomorrow - you can start using CE Records financial CE credit tracking system in your practice. https://ce-records.com/contact-us/

02/18/2023

We help you be prepared as our industry changes so that you can focus on what matters - your practice and your clients.

Be ready with CE Records. https://ce-records.com/ 👈

02/17/2023

Recent research has shown that more clients want to meet in person post-pandemic. If you are on top of your practice management, using simple and effective tools, you'll have more time to meet with clients, especially during the busy RRSP season. https://ce-records.com/

01/16/2023

Have you followed the crucial legislative and regulatory developments in the Canadian financial services space over the past several years? If so, make sure to check out our latest blog post titled 'Trends in Financial Services Regulations in 2022 and What to Watch For in 2023'.
Read more here: https://ce-records.com/trends-in-financial-services-regulations-in-2022-and-what-to-watch-for-in-2023/

Following crucial legislative and regulatory developments in the Canadian financial services space over the past several years, regulators focused in 2022 on bridging regulatory gaps, flushing out details and working towards operationalizing new systems and frameworks.