CONTINUING PROFESSIONAL DEVELOPMENT:
SUBSTANTIVE & PROFESSIONALISM
Conference delegates can fulfil their STEP CPD requirements by attending sessions that are in line with their reflective development goals. The program is also designed to meet the continuing education requirements for provincial law societies, governing bodies, and professional associations by offering a maximum of 22.50 hours of substantive CPD. Both substantive and, where applicable, professionalism is currently pending approval with the appropriate regulatory bodies. Updates will be shared once confirmed.
Barrister/Law Society
Approved Accreditation
SUBSTANTIVE Hours
Approved Accreditation
PROFESSIONALISM Hours
British Columbia
APPROVED
22.50 Hours
Accreditation not necessary
Alberta
Accreditation not necessary
Accreditation not necessary
Saskatchewan
Accreditation not necessary
Accreditation not necessary
Manitoba
Accreditation not necessary
Accreditation not necessary
Ontario
Accreditation not necessary
APPROVED - 0.75 Hour
Session 12 | KEYNOTE: Overcoming the Perfection Trap: Embracing Imperfection to Increase Productivity, Creativity, and Career Achievement
Quebec
Accreditation not necessary
Accreditation not necessary
Nova Scotia
Accreditation not necessary
Accreditation not necessary
New Brunswick
Accreditation not necessary
Accreditation not necessary
Prince Edward Island
Accreditation not necessary
Accreditation not necessary
Newfoundland and Labrador
Accreditation not necessary
Accreditation not necessary
Other Professional Organizations
Approved Accreditation
SUBSTANTIVE Hours
Alberta Insurance Council (AIC)
PENDING
Session 02 | Practitioners’ Update: Canadian Tax Law
Session 03 | Practitioners’ Update: Canadian Trust and Estate Law
Session 06 | Life Insurance Planning: The Intricacies You Need to Know
Session 08 | Substantial Compliance: When Is a Non-Compliant Document Still a Valid Will?
Session 10 | Surf & Turf: Farming/Fishing Clients’ Tax and Succession Planning, Tips, and Traps
Session 14 | Life After Death: What Happens to Your Registered Accounts?
Session 15 | Estate Planning Across the Atlantic: Canada, the United Kingdom, and France
Session 16 | At the Margins: Navigating the Grey Zone Between Capacity and Incapacity
Session 18 | Families Split by the 49th Parallel: What to Know When Children Move to the United States
The Canadian Investment Regulatory Organization (CIRO)
PENDING
Chambre des notaires du Québec
Accreditation not necessary
Chartered Professional Accountants (CPA)
Accreditation not necessary
FP Canada
PENDING
Institute for Advanced Financial Education
(IAFE/Advocis)
PENDING
Insurance Council of Manitoba (ICM)
PENDING
Session 02 | Practitioners’ Update: Canadian Tax Law
Session 03 | Practitioners’ Update: Canadian Trust and Estate Law
Session 06 | Life Insurance Planning: The Intricacies You Need to Know
Session 08 | Substantial Compliance: When Is a Non-Compliant Document Still a Valid Will?
Session 10 | Surf & Turf: Farming/Fishing Clients’ Tax and Succession Planning, Tips, and Traps
Session 14 | Life After Death: What Happens to Your Registered Accounts?
Session 15 | Estate Planning Across the Atlantic: Canada, the United Kingdom, and France
Session 16 | At the Margins: Navigating the Grey Zone Between Capacity and Incapacity
Session 18 | Families Split by the 49th Parallel: What to Know When Children Move to the United States
Society of Trust and Estate Practitioners (STEP)
Accreditation not necessary
Accreditation not necessary = Application for accreditation by STEP is not necessary, however verification of attendance is required for STEP to issue CPD attendance certificates.
All delegates are eligible to receive up to 22.50 hours of CPD/CE credits. In order to receive CPD/CE credits for session(s), delegates participating:
- In-Person: will receive credits for the sessions they attend during the conference. Delegates must scan their name badges when entering each session.
- Online On-Demand Viewing: must watch the full session and complete the quiz at the end. Completing the quiz confirms your request for CPD/CE credits for that session.
Additional Details:
- In-person registration includes access to online on-demand sessions via the conference app starting Monday, June 8.
- Additional credits can be earned by viewing sessions you did not attend in person.
- Credits are only awarded once per session; attending or viewing the same session multiple times does not earn extra credits.