Financial Planners: Where to Get CE Credits & Industry Updates

Jan 24, 2024

As a Financial Advisor, Planner, or Investment Manager, you already know how important it is to invest in your own professional development to continuously improve and update your skills and knowledge. Part of that is going to include staying ahead of industry changes and trends by actively seeking out information and staying informed.

It’s also important to be prepared to adjust your marketing plan as market conditions and your business evolve. As things change, you’ll need to adapt your marketing accordingly. You also need to maintain your Continued Education commitments. The list goes on, but we’ve got you covered with easy access for all of the above. 


Where to easily acquire CE Credits

Financial Planning Week is a great way to collect a good number of credits on an annual basis. 2023’s sessions provided up to 13 Credits making this annual event an ideal opportunity to top up. 

Additionally, Snap Projections hosts 60-minute CE-accredited webinars regularly for both the public as well as exclusive ones for Snap users. You can typically see Snap’s upcoming webinar on this page, which is open to all Canadian Financial Planners, Advisors, and Investment Managers. 

Want to get an invite to the next CE-accredited financial planning webinar? You can register here. 



This Marketing Guide has been created to provide Financial Advisors & Planners with the foundational knowledge needed to build an online presence, create and share valuable content, and engage with prospects and clients through email marketing.

Click here to download this free digital marketing guide for Canadian Financial Advisors, Planners, and Investment Managers now.

Evolving Trends & Industry Knowledge:


Canadian Financial Advisors can stay on top of industry trends and stay up to date with industry events by following a combination of strategies both online and offline. 

Here’s how you can do it:


Industry Associations and Organizations: Joining professional associations and organizations is a great way to access industry events, conferences, and educational resources. In Canada, some key organizations include the Financial Advisors Association of Canada (Advocis), the Canadian Institute of Financial Planning (CIFP), and the Financial Planning Standards Council (FPSC).

The Financial Planning Association of Canada™ has a great newsletter you can opt into from their website, which often includes invitations to relevant industry webinars. 


Webinars and Online Conferences: Many industry events and conferences have moved to virtual formats, making it easier for Advisors to attend without traveling. Keep an eye on websites and social media pages of industry events, associations, and companies that offer webinars on financial topics.

As mentioned previously, you can register to receive invites to CE-accredited financial planning webinars hosted by Snap Projections here



Canadian Financial Advisors can now create a one-page financial plan summary report with Snap Projections financial planning software.



Online Forums and Communities: Join online forums and communities where financial advisors and professionals discuss industry trends. Websites like LinkedIn, Reddit, and specialized financial forums can be great sources of information and discussions.


Industry Publications: Subscribe to industry-specific publications and newsletters, both in print and online. Some notable Canadian financial publications include Advisor’s Edge, Investment Executive, and Wealth Professional.


Blogs and Podcasts: Follow industry-related blogs and podcasts to get insights from experts. Many financial professionals and thought leaders share their knowledge and opinions through these channels.

Jason Pereira hosts a great podcast geared toward business owners


Social Media: Use platforms like LinkedIn and Twitter to follow influential figures in the financial industry. Many industry experts regularly share news, insights, and articles related to the field.


Online Courses and Continuing Education: Consider enrolling in online courses and continuing education programs offered by recognized institutions and organizations. They often cover the latest industry trends and updates.


Investment Research Platforms: Utilize investment research platforms that offer in-depth analysis and reports on market trends and financial instruments.


News Outlets: Stay updated with financial news from reputable news outlets like The Globe and Mail, Financial Post, and CBC News. These sources often cover industry developments and trends.


YouTube: Look for financial education and analysis channels on YouTube. Many Financial Advisors and experts share their insights through video content.


Google Alerts: Set up Google Alerts for specific keywords related to your industry. Google will send you regular email updates on news and articles containing those keywords.


Podium – Industry Events: Podium is an online platform that aggregates and promotes industry events and conferences. You can search for events in your specific niche and region.


Networking: Attend local and virtual networking events and conferences to connect with peers, learn from experts, and keep up with industry trends.


Mentorship: Seek out mentors or Advisors with more experience in the industry. They can provide guidance and share insights on industry trends.



Canadian Financial Advisors, Planners, and Investment Managers are eligible to start a 14-day Free Trial of Snap Projections financial planning software.

The Financial Advisor's Marketing Guide


The Financial Advisor’s Marketing Guide

Learn how to build an online presence, create and share valuable content, and engage with prospects and clients through email marketing.