CFP-CA professionals must complete 25 CE hours annually.
New CFP-CA professionals are exempt from CE requirements in all categories, including Professional Responsibility, during the year they pass the CFP-CA exam and for the following two consecutive calendar years.
CFP-CA professionals must complete a minimum of 2 hours in Professional Responsibility annually. Click here to view our course
Yes, CFP-CA professionals must complete a minimum of 10 CE credits in Financial Planning (12 credits from January 2025) and maximum of 5 credits Giving Back annually.
Click here to view the detailed list of approved subject areas for CFP-CA CE credits.
Up to 50 CE credits can be completed through self-study.
No, FP Canada disapproves of nano-learning as a method of earning CE.
Eligible activities include seminars, conferences, webinars, in-house training, self-study/online courses (up to 50 credits), college/university courses (up to 50 credits per full semester course), and more.
CE credits must be completed by December 31 each year.
Fast Track CFP-CA CE packages are curated bundles designed to meet CFP-CA continuing education requirements. These packages save time by offering a comprehensive selection of courses that fulfill all CE needs.
The reporting period for CFP-CA professionals is January 1 to December 31 each year.
CFP-CA licenses must be renewed annually by March 31. A late fee of $100 applies if not renewed by this date.
Yes, CFP-CA professionals can carry forward up Excess CE credits of 23 in Financial Planning and 3 in Professional skills can be carried over but not for more than one calendar year.
CFP-CA professionals must retain CE records for three years, as they may be subject to audit by the state board.
The renewal fee for CFP-CA professionals is $570.
Failure to renew by the renewal date will result in a forfeiture of rights to use the CFP-CA marks and removal from FP Canada’s "Find a Planner" or Certificate online directory until all requirements are met. The digital badge and printable certificate will reflect that the individual is no longer certified based on the certification end date. Click here for more details.
Yes, Certified Financial Planner (CFP-CA) accepts CE courses from FP Canada board sponsors, and myCPE is a registered sponsor (Approval ID: CE17386), meeting CFP-CA CE requirements. You can refer to the "QUALIFIES FOR" section on each course page for eligibility details.
