CE Requirements for PFP

trustpilot rating
google rating
Continue Education For Qualification

CE credits for Personal Financial Planner (PFP)

The Personal Financial Planner (PFP) designation is a leading credential for comprehensive financial planning in Canada, recognized by Canadian Securities Institute (CSI). It ensures that financial professionals have the knowledge and skills to address all aspects of a client’s financial situation. The PFP Professional Competency Profile provides an overview of the responsibilities, skills, and knowledge that are unique to someone who holds the PFP designation.

MY-CPE LLC offers Continuing Education (CE) courses for Personal Financial Planner (PFP). We are focused on providing quality continuing education to Personal Financial Planner (PFP) that incorporates the qualified subject areas. Our CE courses are authored/reviewed by industry specialists and subject matter experts.  All our courses are designed in a way to ensure that courses meet your continuing education requirements.

 PERSONAL FINANCIAL PLANNER (PFP) CE REQUIREMENT OVERVIEW 

 CE Requirements 
20 continuing education hours per calendar year.
 License Renewal Period 
Renew their designation by their anniversary date (from the date the designation was originally granted).
 CE Reporting Cycle 
The reporting period is from January 1st to December 31st each year.
 Ethics Requirement 
5 hours of Ethics and Compliance-related CE credits.
 Carry-Over Credits 
Carry-over credit is permitted for professional development for up to 12 hours per calendar year. Carry-over hours are not permitted for Compliance/Ethics.

 CLICK HERE for further reference on CE regulations for Personal Financial Planner (PFP). 

What are the CE Requirements for Personal Financial Planner (PFP)?

All PFPs need to complete 20 hours of CE during a calendar year out of which;

  • 15 hours of Professional Development CE credits and,
  • 5 hours of Ethics and Compliance-related CE credits.

You can visit the myCPE website for more webinars related to Personal Financial Planner (PFP).

What is the Ethics Requirement for Personal Financial Planner (PFP)?

  • There is a minimum of 5 hours of ethics and compliance requirement for PFP designation holders.

What is the license renewal period for Personal Financial Planner (PFP)?

  • The Personal Financial Planner (PFP) should renew their designation by their anniversary date (from the date the designation was originally granted).

What is the CE reporting cycle for Personal Financial Planner (PFP)?

The reporting period is from January 1st to December 31st each year. 

CLICK HERE for further reference.

Need guidance with compliance requirements?

Speak with our Compliance Advisor

Book a Call

Individual Subscription

  • Unlimited Access to Continuing Education: Dive into our extensive library at your own pace without incurring any extra cost for your learning and compliance.
  • Top-Quality Courses: Our expert-led continuing education courses in 500+ subject areas with average 4.5* ratings. 
  • Flexibility: Learn anytime, anywhere, on any device.

$199/Annually

Save $20 on Auto Renewal

Team Subscription

  • Unlimited Team Access to Continuing Education: Enable your team to grow together meeting compliances through our top quality courses.
  • Admin Dashboard: Easily track progress, manage team Learning, and assign continuing education courses. 
  • Flexibility: Learn anytime, anywhere, on any device.

$199/Annually

Frequently Asked Questions

The content of a continuing education activity must fall within one of the enabling or technical competencies of a Professional Financial Planner (PFP). These are:

  • Enabling Competencies:
    • Professional Conduct and Regulatory Compliance
    • Client Relationship and Practice Management
  • Technical Competencies
    • Asset and Liability Management
    • Risk Management and Insurance
    • Investment Planning and Tax Planning
    • Retirement Planning
    • Estate Planning

Click here for further reference.

  • No, there are no minimum CE requirements in a particular subject area.

The following categories of qualifying activities and limits have been approved by the CSI and are acceptable for CE:

  • In-house Courses
  • Seminars and Webinars
  • Conferences
  • College or University Courses

The qualifying learning activities for Personal Financial Planner (PFP) provided by myCPE are

  • Live webinars,
  • Self-Study,
  • Podcasts,
  • Conferences,
  • eBooks, and many more.

It is the responsibility of the PFP holder to maintain a record of the CE activity. Documentation should be kept on file for a minimum of two years. CSI will request a copy of the content to assess its relevance to the PFP holder if a review of the content is necessary to confirm its relevance to the PFP designation holder.

Here at myCPE, we provide certification of completion at the end of each webinar for a Personal Financial Planner (PFP).

  • The cost of annual renewal fee is $355 for CSI members.
  • Once you hold more than two CSI certifications, the cost to renew your 2nd, 3rd, and 4th CSI credentials in good standing is reduced to $50, $100, and $150 respectively for each credential.

Failure to comply with CE requirements may result in the removal of the right to use the PFP® designation.

Continuing Education for the PFP designation runs on a calendar-year basis. That means if you were granted your PFP in Y1, you have until the end of the next full calendar year (Y1+1) to fulfill your CE requirements.

No, the short video (Nano learning) method is not approved for the CE requirements of a Personal Financial Planner (PFP).

  • Maternity/Parental Leave Exception: 
  • Disability Exception: 
  • Other Extenuating Circumstances: Other extenuating circumstances may make it difficult to complete the CE requirements in a particular year. A Continuing Education Exception Request Form must be completed and submitted for approval. Each case will be assessed on an individual basis.

myCPE provides courses that are approved for continuing education credits by NASBA. Based on the guidelines issued by these boards regarding Continuing Education Requirements, we recommend the programs/ webinars be suitable for PFP designation holders. 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.

CLICK HERE to view the CSI website for PFP professionals. 

Subscribed
Elizabeth purchased a subscription.
Subscribed
Sean purchased a subscription.
Subscribed
Jason purchased a subscription.
Subscribed
Zachary purchased a subscription.
Subscribed
LUIS purchased a subscription.
Subscribed
Shirley purchased a subscription.
Subscribed
shawn purchased a subscription.
Subscribed
Travis purchased a subscription.
Subscribed
Karen purchased a subscription.
Subscribed
Robert purchased a subscription.
Subscribed
Surj purchased a subscription.
Subscribed
HONEY purchased a subscription.
Subscribed
William purchased a subscription.
Subscribed
Danielle purchased a subscription.
Subscribed
Diane purchased a subscription.
Subscribed
Yuping purchased a subscription.
Subscribed
Janis purchased a subscription.
Subscribed
Marlene purchased a subscription.
Subscribed
Annette purchased a subscription.
Subscribed
Jennifer purchased a subscription.
Subscribed
Sarai purchased a subscription.
Subscribed
ZULY purchased a subscription.
Subscribed
Karrie purchased a subscription.
Subscribed
Toye purchased a subscription.
Subscribed
Dawn purchased a subscription.
Subscribed
Mufeez purchased a subscription.
Subscribed
Keaton purchased a subscription.
Subscribed
Anthony purchased a subscription.
Subscribed
Ekaterina purchased a subscription.
Subscribed
Linda purchased a subscription.
Subscribed
Dustin purchased a subscription.
Subscribed
Alaine purchased a subscription.
Subscribed
Kito purchased a subscription.
Subscribed
Lakeshia purchased a subscription.
Subscribed
Bridget Cooper purchased a subscription.
Subscribed
Yuriy purchased a subscription.
Subscribed
Qi purchased a subscription.
Subscribed
Emily purchased a subscription.
Subscribed
Rene Grogan purchased a subscription.
Subscribed
Dylan purchased a subscription.
Subscribed
Angel purchased a subscription.
Subscribed
Daniel purchased a subscription.
Subscribed
Kaleigh purchased a subscription.
Subscribed
Guy purchased a subscription.
Subscribed
CHRIS purchased a subscription.
Subscribed
Elizabeth purchased a subscription.
Subscribed
Traci purchased a subscription.
Subscribed
Yexin purchased a subscription.
Subscribed
Carole purchased a subscription.
Subscribed
Sergei purchased a subscription.
Subscribed
Deana purchased a subscription.
Subscribed
Marty purchased a subscription.
Subscribed
pedro purchased a subscription.
Subscribed
Ashwin purchased a subscription.
Subscribed
Sylvie purchased a subscription.
Subscribed
Christina purchased a subscription.
Subscribed
Sharvari purchased a subscription.
Subscribed
Jackie purchased a subscription.
Subscribed
Elizabeth purchased a subscription.
Subscribed
Fabrizio purchased a subscription.
Subscribed
Rebecca purchased a subscription.
Subscribed
Cassidy purchased a subscription.
Subscribed
Melody purchased a subscription.
Subscribed
Stephen purchased a subscription.
Subscribed
Natalie purchased a subscription.
Subscribed
Melody purchased a subscription.
Subscribed
Krupal purchased a subscription.
Subscribed
Heather purchased a subscription.
Subscribed
Alycia purchased a subscription.
Subscribed
Bhagath purchased a subscription.
Subscribed
Richard purchased a subscription.
Subscribed
Tsz Kit purchased a subscription.
Subscribed
Morgan purchased a subscription.
Subscribed
Michael purchased a subscription.
Subscribed
Kimberly purchased a subscription.
Subscribed
Thomas Lynch purchased a subscription.
Subscribed
Anna purchased a subscription.
Subscribed
Thao purchased a subscription.
Subscribed
Kenneth purchased a subscription.
Subscribed
ALINA purchased a subscription.
Subscribed
Alan purchased a subscription.
Subscribed
Michael purchased a subscription.
Subscribed
Joanna purchased a subscription.
Subscribed
Abdulelah purchased a subscription.
Subscribed
DEAN purchased a subscription.
Subscribed
ANN purchased a subscription.
Subscribed
Tamara purchased a subscription.
Subscribed
Lorena purchased a subscription.
Subscribed
Jonise purchased a subscription.
Subscribed
Alec purchased a subscription.
Subscribed
Crystal purchased a subscription.
Subscribed
Timothy purchased a subscription.
Subscribed
TEL purchased a subscription.
Subscribed
Blake purchased a subscription.
Subscribed
Kevin purchased a subscription.
Subscribed
Geordan purchased a subscription.
Subscribed
Gregory purchased a subscription.
Subscribed
Joshua purchased a subscription.
Subscribed
Travis purchased a subscription.
Subscribed
Kari purchased a subscription.