Do you have questions? We have answers (well, most of the time!)
Below, you’ll find answers to the most common questions you may have on CE Records. If you still can’t find the answer you’re looking for, just contact us.
You have a few options to fit your (and your team’s) needs - monthly or annually- for a Standard or Premium Plan. See the pricing page for details and features.
We use Stripe as a payment platform that guarantees a highly secure method of payment, and it also offers one of the best options for payment:
https://ce-records.com/privacy-policy/.
Yes, you can – if you've subscribed to a monthly plan. In the case of an annual plan, your subscription will be active until the renewal date.
Yes, we do. If you subscribe to a yearly plan, Standard or Premium, the first month is on us, and you can cancel your subscription at any time during this trial if you feel the platform is not a good fit for you.
Yes - We have a set-up process for producer groups. Contact us for a quote.
With CE Records, there is no need for one. On an annual plan, every new member gets a free 30-day trial. You pay nothing when you sign up, and you get to enjoy CE Records for 30 days. Love it? Just stick around; you'll only be charged for your chosen plan after your trial period is up. And, of course, you can cancel anytime.
Yes! We provide detailed support tutorials, but we go even beyond that. As a member, you get personal orientation training to make sure you create and add your first credit without a hitch. Standard and Premium members can also schedule a free, 1-on-1 onboarding call.
No. CE Records takes care of all the hosting, and your records are hosted on our secure servers. All you need is an internet connection and a browser.
Yes. We don't lock you into a long-term contract or force you to call us to cancel. You pay for each month or year in advance. When you want to cancel, you do so inside your account with just a few clicks—no hoops to jump through. No shenanigans.
Keeping your information secure is very important to us. This is why we built a secure platform separate from our public website. Not only did we set up this platform to be highly secure, but we also wanted to minimize any unwanted traffic to it.
Only you and your assistant(s) (only if you grant them the privilege to do so) can view your data. We will only use anonymous data on the platform to improve the user experience of our tool and for statistical purposes.
We don't store your credit card data on our platform. We use Stripe, one of the most secure payment platforms in the market: https://ce-records.com/privacy-policy/.
Yes. Please take a photo, save it as a PDF file, and then upload it.
Yes. When adding credits, choose the categories that apply to your designation. Assign based on the number issued on the certificate.
Yes. To keep you informed and ensure you never miss a deadline: You will receive in-app reminder notifications in your inbox. You can also set up reminders to go directly to your email or to be sent as a text to your phone or your assistant's.
No. CE Records uses a web-app platform. If you have access to the internet, you will have access to the CE Records from any device.
For your Insurance license, check the regulator site FSRA. Check the IIROC or MFDA/AMF sites for investments, or ask your internal compliance officer.
Check the date on the designation certificate that was issued to you.
Yes - Go to your profile > User Access. You can add your assistant with a few clicks.
Yes - We have a platform to help dealers with their supervisory duty on this issue.
Yes - We have a platform to help drive your marketing engines, drive more traffic to your continuing education content and provide insights for product development and sales. Contact us for more details.
The dashboard shows progress for your current cycle. It will reset when you start a new cycle.
Our platform can track the following designations:
Investment - AAPC, AIFA, AIFP, CBC, CCMS, CDFA, CETFS, CFA, CFDS, CIM, CIMA, CIPM, CIWM, CMT, CRC, CRM, CSA, CSRRS, CSWP, F.PI., FCSI, MFA, PFP, PRM, RIAC, RIPC, RIS, Professional Certificate in Brokerage Operations, Professional Certificate in Mutual Fund Operations, Smart Specialist Certificate, FPSC Level 1 Certificate.
Insurance - C.A.A.S., CAIB, CCIB, CEA, CEBS, CHS, CIB, CIP, CLU, CLU (QC), FCIP, GBA, RLU.
Financial Planning - CFP, Ch F.C., CPCA, CRCS, DFA, EPC, FEA, MTI, QAFP, RFP, RFRA, RPA, RRC.
If you didn’t find a specific designation you would need to track; please feel free to contact us, as there is a strong possibility we can add it and track it.
Yes. Administrators can add and delete uses as your organization grows and changes.
Yes. We offer train on site or online. As well as assigning a dedicated account representative to your firm.
We adhere to the Canadian laws on Personal Identifiable Information (PII). We also benefit from the AWS platform security making us General Data Protection Regulation (GDRP).
Yes. You can set up your company hierarchy to meet your needs. It’s fully customizable.
Yes.
Yes. You can instantly produce a report bases of a number of chosen criteria.
Contact us at contact@ce-records.com
English and French.
Yes. Contact us at contact@ce-records.com for a proposal.
Other questions?… contact us!
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