As an Advisor, a key part of the screening, contracting and annual attestation processes, is ensuring that all sections within your APEXA profile are accurate and up to date. This includes the responses provided in the CLHIA Advisor Screening questionnaire – specifically questions #43 which pertains to the Advisor Disclosure Statement and #44 which pertains to Needs-Based Sales Practices.
CLHIA Advisor Screening Questionnaire – Uploads for Questions 43 & 44
July 17, 2024 at 10:50 AM / by APEXA Training Team posted in APEXA Compliance Corner / 1 minute read
Provincial CE Credit Requirements
January 9, 2024 at 3:56 PM / by Sarah Sheppard posted in APEXA Compliance Corner / 3 minute read
With the January upon us, it’s a great time for Advisors to consider your continuing education plan for the new year to ensure you stay compliant with CE credit requirements. To help you with your planning, we pulled together the below list of CE requirements for each province.
And remember, you can stay organized and confidentially keep track of your CE credits by uploading them upon completion within your APEXA profile!