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).
All PFPs need to complete 20 hours of CE during a calendar year out of which;
You can visit the myCPE website for more webinars related to Personal Financial Planner (PFP).
The reporting period is from January 1st to December 31st each year.
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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:
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The following categories of qualifying activities and limits have been approved by the CSI and are acceptable for CE:
The qualifying learning activities for Personal Financial Planner (PFP) provided by myCPE are
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).
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).
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.
