Click on the  "My Profile" dropdown menu. 

Click the "Name of Plan" field and enter the name of your plan.

Click on the "Accreditation Body" dropdown menu.

Select accreditation body
FP Canada
The Institute
CSF
Alberta Accreditation Committee
ICM
ICS
IIROC Cycle 8
RIBO
IIROC Cycle 9
OCRCVM Cycle 9
MFDA
FSRA

Select the appropriate accreditation body and input the credits you need to earn under each category. The total CE credits that are required will update as you enter the value under each category.

You've now created your plan! Click on your plan to view your progress and stay on track with your CE deadlines.

Follow this simple guide to help you create a personalized plan to make sure you stay on track with your CE deadlines. 