EDUCATION ZONE
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Earn 18 CIRO Compliance Credits: Snapshots Wealth Cycle Planning Program
Deepen your planning knowledge with Snapshots CE accredited courses across the Building, Preserving, and Extending Wealth cycles—helping you deliver stronger, more purposeful advice at every stage of your client’s financial journey.
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Your complete education toolbox
Earn your CE credits, easy as 1 2 3
STEP 1
Choose a CE course, launch it, and complete it with a minimum view time of 30 minutes and a 70% passing grade.
STEP 2
View your CE Certificate, within 2 hrs of completion if status is not 'pending'
STEP 3
View or download your CE certificate.
Advance your career with esteemed designations!
Looking to add a new financial designation this year? Start your journey from education to designation with our respected partners.
Register through the Education Zone and enjoy substantial discounts on your chosen program.
Don’t miss out on this opportunity to elevate your career!
MFA-PTM Designation Program
Knowledge Bureau
Certified Executor Advisor (CEA)
Canadian Institute of Certified Executor Advisors
Elder Planning Counselor (EPCTM)
Canadian Initiative for Elder Planning Studies
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