CE Records

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/

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/ ✅ .

Hundreds of Ontario insurance agents targeted for CE non-compliance | Investment Executive A FSRA review resulted in 445 letters of warning for failing to complete continuing education hours

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/ 🕐

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/ 💻✔

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/

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/