Getting Started

Welcome to CE Drive, a CE podcast for Canadian Financial Planner and Insurance Agents!

Our podcasts are available for free, but only subscribers can earn CE credits.

How Does It Work?


While commuting, doing chores, or whenever you have a little time to learn.

Find us in iTunes, Google Play (Coming Soon), or add the RSS link to your podcast player of choice.

You can also access the audio below.


Once you’ve listened, just click the quiz link in the podcast description and answer a few quick questions.

(Pull over safely if you’re commuting!)


Sign up for our monthly or yearly subscription.


Once you’ve passed the quiz, download your certificate.

It’s that easy!

Season 1

S1E1: Disability Tax Benefits: Way Too Complicated

S01E02 - Unraveling Divorce

S01E03 – Advisor Education

S01E04 – Canada Pension Plan Decisions

S1E05 - Behavioural Finance

S01E06 – Client Asset Management

S01E07 – Optimizing Client Value

S01E08 – Retirement Planning

S01S01 – CFP Board Research

S01E09: Registered Disability Savings Plan

S01E10 – Financial Planning Concepts

Online Courses
Convenient, portable resources.
Early Bird? Night Owl? Lunch &
Your coursework on your
Practical Training
Get applicable skills while working towards your license, designation or credits.
Go beyond theory and apply your knowledge.
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Ongoing Support
Stuck on a concept?
Not sure which course to choose?
Wondering what step is next?
Just ask using our forum and chat features.
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