Professionals working in Insurance or Finance often require Continuing Education credits to maintain their designation. Browse courses that meet your requirements, or choose one of our course packages, specially curated to advance your knowledge. The courses on continuingeducation.learnformula may be counted towards professionally relevant, verifiable learning activities. It is the student's responsibility to confirm that the courses they take are valid for credit in their jurisdiction.
Requirements
CIM® designation holders must complete 30 CE Hours every 2 years, with the cycle running January 1 of an even year to December 31 of the following odd year.
The 30-hour requirement must include:
All CE must correspond to competencies in the CIM® Professional Competency Profile.
Accreditation & Course Eligibility
CE activities do not need to be pre-approved by CSI. Courses, seminars, webinars, and programs from third-party providers are acceptable if they align with the CIM® competencies.
Acceptable activities include:
Unacceptable activities include:
Reporting, Record-Keeping & Auditing
CIM® holders must maintain records of CE activities and are not required to submit documentation at renewal unless selected for audit. Supporting documents must be retained for at least 1 year after the cycle ends and may include:
Certificates must clearly show:
CSI conducts annual audits, selecting a percentage of renewal applicants each quarter. Members must provide documentation within the audit timeline or risk losing credits toward compliance.
LearnFormula is not affiliated with the Canadian Securities Institute. For full information, please visit: https://www.csi.ca/en/credentials/cim/ce-course-guidelines
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Finance & Insurance CE courses are built around relevant, verifiable content that can be applied toward CSI (CIM) CE hours. As with any provider, it remains the member's responsibility to confirm an activity fits their own professional development needs before claiming it.
