MYCPE ONE

Certified Fiduciary and Investment Risk Specialist® (CFIRS®) CPE Requirements

Know Your Requirement

Overview

Last Reviewed on: 31 Oct, 2025

CE Requirements
CFIRS® designees must complete 30 hours of continuing education every three years.
License Renewal Period
Renewal is required every three years, beginning January 1 of the year following the year designee was awarded the CFIRS® designation.
CE/CPE Reporting Cycle
The three-year cycle begins January 1 of the year following the year the designee was awarded the CFIRS® designation and ends on December 31 of the third year.
Ethics Requirement
2 hours per 3-year cycle.
Carry Over CreditsCredits may not be carried forward to the next cycle.
Subject Area Restriction
There is no minimum content requirement.

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compliance requirements

Simplifying Regulations for 2026

CE/CPE Requirement
CFIRS® must complete 30 hours of CE credits in a three-year cycle.
Initial CE/CPE HoursCFIRS® designees can begin earning their CE credits from January 1 of the year following the year after the designation was awarded, and the first cycle ends on December 31 of the third year.
Ethics Requirement
A minimum of two hours of ethics training in each CE cycle.
Subject Areas
Both general financial services topics, including emerging technology and traditional technical areas, as well as designation-specific subjects such as compliance, procedures, industry best practices, and regulatory changes, qualify for CE.
Learning Modes
All CPE can be completed through self-study, provided they are in acceptable topics and subjects.
Eligible Learning Activities
Authoring, attending workshops, industry conferences and more.
CE/CPE Deadline
All credits must be earned and reported by December 31 at the end of each cycle.
License Renewal
License renewal is required annually by 31st December.
Reporting Period
The three-year reporting cycle runs from January 1st  to December 31st.
Carry Over Credits
Excess hours cannot be applied to the next cycle.
Record Retention 
Records to be retained for a period of thirty-six (36) months from the end of the renewal period for which CPE applied.
Renewal Fees
Annual payment of $200; reinstatement may require $250 plus missed fees.

Do MYCPE ONE Courses Qualify for CE/CPE in CFIRS®?

Yes, CFIRS® Board of Standards accepts continuing education courses from NASBA sponsors. MY-CPE is a registered sponsor and specializes in various learning formats, including -   

  • Group Internet Based Live Webinars    
  • QAS Self-Study - Self-Paced Courses   
  • Group Live   
  • Nano Learning

You can verify our NASBA sponsorship under MY-CPE LLC on the NASBA Registry. For convenient access to our courses, click here to explore the MY-CPE course catalog. We offer an all-inclusive subscription model, similar to Netflix, where a single subscription gives you access to the most extensive online course catalog. Plus, our subscription rates are 60% lower than other platforms. Subscribe today! 

Contact Information for CFIRS® Board

Cannon Financial Institute – CFIRS® Board of Standards
Phone: +1 (706) 353-3346
Email: cfirs@cannonfinancial.com
Website: https://www.cannonfinancial.com/ 

We Review CE Compliance Requirements Every Twelve Months

At MYCPE ONE, we are committed to providing professionals across all designations with the most accurate and up-to-date continuing education information. Our team reviews and updates the CE requirement information for Certified Fiduciary and Investment Risk Specialist (CFIRS) every Twelve months to reflect the latest standards and policies set by the Cannon Financial Institute (CWS®).

While we work diligently to ensure accuracy, we encourage professionals to confirm the requirements directly with their respective boards or credentialing authorities through the official links provided here.

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Frequently Asked Questions

CFIRS® holders must complete 30 hours every 3 years, including 28 hours of General credits and 2 hours of ethics.

For newly certified individuals, the initial renewal period begins January 1 of the year following the year of certification. For example: 

  • Credentials are awarded on November 21, 2024 
  • CE reporting period begins January 1, 2025 
  • CE reporting period ends December 31, 27

Yes. Each 3-year reporting cycle must include at least 2 hours of ethics.

Yes. 28 General hours plus 2 Ethics hours must be included. General hours include both general financial services topics, including emerging technology and traditional technical areas, as well as designation-specific subjects such as compliance, procedures, industry best practices, regulatory changes, qualify for CE.

Yes, if the program is CFIRS-approved (e.g., Cannon, NASBA, or equivalent).

Acceptable formats include webinars, self-study, in-house training, and conferences.

Yes. MYCPE ONE offers NASBA-approved CE courses aligned with CFIRS® guidelines.

The Tri-annual reporting cycle runs from January 1st to December 31st.

All credits must be completed and reported by December 31.

Certification Renewal for the current year must be completed by 31 December each year.

Documentation may be required for Board review. Submit via email if seeking approval for publications.

No, Credits cannot be carried forward to the next reporting cycle.

Professionals must keep documentation; the Board may request additional proof during review.

If attestations, certification fees and required CE hours are not received within 10 days post the CFIRS® respective deadlines, a notice of deficiency is sent to the designee. If the deficiency is not remedied within 30 days after the renewal period deadline, a notice of inactive status is sent.


Yes. The Board may request proof of CE activities such as publications or training.

Any inactive designation holder, except those with a CFIRS® Board disciplinary action, may apply for reinstatement by submitting a written request and completing the requirements as outlined in the CFIRS® Certification Reinstatement Requirements table.

No, only Active designees may use the designation and associated marks. 

Yes, exceptions may be requested in writing and require unanimous Board approval. 

The Board may issue reprimands, suspend or permanently revoke the right to use the CFIRS® marks. 

MYCPE ONE provides courses that are in line with the requirements set by CFIRS® Board of Standards. However, it will be the responsibility of each attendee to ensure that they are eligible for the Continuing Education Credits based on their occupation/ job profile, knowledge requirements as well as guidelines laid down by their regulatory board before registering for the webinars. View more. 

Here is a Link to the state board website to access FAQs on CE requirements and Regulations for CFIRS® holders. 

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