- Institute of Advanced Financial Education/Advocis – minimum of 30 credits — 24 modules qualifying for 1.0 – 1.25 credits each
- Investment Industry Regulatory Organization of Canada (IIROC)/CECAP – 20 credits
- Financial Planners Standards Council/CFP – minimum of 30 credits – 24 modules qualifying for 1.0 – 1.5 credits each
- Gift Planners Association of Canada/CFRE – 30 credits
- Alberta Insurance Council – 22.5 credits for Life, 22.5 for Disability, 22.5 for Accident and Sickness
- Insurance Council of Manitoba – 15 credits – maximum required as per June 1, 2009 new policy guidelines
- Insurance Council of Saskatchewan – 30 credits
- Institut québécois de planification financière/IQPF – 30 Level 2 PDUs
- Chambre de la sécurité financière – 40 PDU’s-20 in General Subject, 15 in Insurance of Persons, 5 in Compliance
- *Other provinces not listed typically accept self assignment = ‘Institute’/Advocis credits*
- College of Traditional Chinese Medicine Practitioners and Acupuncturists of British Columbia/CTMA – 30 credits
