Ontario's CE Rules for Life Agents

The Financial Services Commission of Ontario (FSCO) requires life insurance agents to earn a minimum of 30 credit hours of continuing education every two years. Excess credit hours cannot be carried forward to a subsequent reporting period. For more information on the reporting period, please visit the FSCO website.

 

Continuing education must be related to the technical aspects of life insurance. Education related to improving production or sales techniques cannot be included to meet the CE requirement. (The Insurance Act defines life insurance to include accidental death insurance, disability insurance, and annuities.) Examples of topics that are considered "technical" for this purpose include legal, legislative and regulatory matters, fundamentals/principles of life insurance, financial planning, taxation, client needs analysis, proper use of life insurance products, rating/underwriting/claims, accounting and actuarial considerations, risk management principles, and provisions and differences in policy contracts.