Using the CE Self-Tracker
Log into your portal account using your user name and password. After logging in, click on CE Self-Tracker located under the heading Manage my Continuing Education. Follow the step-by-step guide on how to use the Self-Tracker.
CE Recording-keeping
To meet the Insurance Council’s CE record-keeping requirements, you will still need to keep a record of your CE. Inputting your CE information in the CE Self-Tracker alone is not sufficient to meet the requirements. The CE Self-Tracker is a means for licensees to record their credits for personal tracking only to determine how many credits are still required for the current licence period. You are responsible for maintaining your CE records for five licence periods. These may include: a course completion certificate issued by the course provider for each course taken, relevant course content, and the number of eligible CE credits granted for each course. More information on CE records can be found in the CE Guidelines.
Q&A on the CE Self-Tracker
The CE Self-Tracker has many features that will benefit you, including:
Automatically calculating completed, outstanding and carryover CE credits specific to your licence class
Links with more detailed CE info to self-assess the course content of the CE courses you have completed and determine how it meets Insurance Council’s CE requirements
Access to the Self-Tracker anytime during the licence period to add or edit your CE information
Organizing CE information so you can quickly determine what is needed to respond to a CE audit
All Insurance Council licensees, which includes life and/or accident insurance agents, general insurance agents, salespersons, and insurance adjusters.
No, the CE Self-Tracker is optional to use.
No, CE records need to be submitted only if you are audited by the Insurance Council. It is your responsibility to manage your own records in the likelihood of an audit.
No, you are still required to maintain your complete CE records for up to five (5) licence periods. Failure to complete CE or to keep full CE records can result in disciplinary action.
No, the CE Self-Tracker is independent of other non-Insurance Council of BC platforms.
No, only licensees can access and enter their own CE information into the CE Self-Tracker. Licensees are responsible for maintaining their own CE records.
The CE Self-Tracker is optional to use. Unfortunately, the CE Self-Tracker is only able to calculate credits based on licensing requirements for BC and are not applicable to out-of-province insurance licence holders that have its own CE requirements.
Review our CE requirements for non-resident licensees for more information.
Have questions or feedback about the CE Self-Tracker?
Please contact our Practice & Quality Assurance Team at practice@insurancecouncilofbc.com.
As the Self-Tracker is newly implemented, we welcome your feedback on the Self-Tracker’s ease of use and functionality as we continue to develop the Self-Tracker over time.