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Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!
Crystal lovejoy
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"Great Customer Service”
Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.
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It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
Brian Carey
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"Great customer service”
Great customer service. Classes are pertinent. Great value
Become a Valued Member of myCPE Professionals Community
Trusted by 250,000+ Professionals
5.0
"Steven was knowledgeable and thorough…”
Steven was knowledgeable and thorough in his information about the product and what is offered. He was empathetic to my situation. He went above and beyond answering all of my many questions. Excellent service!
Crystal lovejoy
5.0
"Great Customer Service”
Great service and very patient as I asked several questions. Steven answered all my questions and helped me make the right decision in my subscription purchase. Thank you.
Lori corry
5.0
"It is what it advertised to be”
It is what it advertised to be. Professional quality training and CPE tracking and certificates; systems knows AZ CPA CPE requirements and categories. I've needed help on several occasions and the assistance was quick and effective; however, there were some problems with data entry. The assistance sometimes asks for input, but when I try to type it is dissallowed for some reason. On several occasions I had to close the popup to get it out of my way.
Brian Carey
5.0
"Great customer service”
Great customer service. Classes are pertinent. Great value
Steve
1/4
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CE Requirements for PFP
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.
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.
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:
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.
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