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CE Courses for Personal Financial Planner (PFP)

  • Maintain your PFP Credentials with 100+ Hours Online CPE approved courses in the subject areas of Retirement Planning, Estate Planning, Asset & Liability Management

  • All PFP CE courses are available in Live & Self Study Format

  • Complete your PFP CE requirements which is 100% compliant with Principal Topic areas required by Canadian Securities Institute

CPE Courses for Professionals
Global Market Outlook: Understanding Q3 2024 Economic Trends
PREMIUM
premium
Global Market Outlook: Understanding Q3 2024 Economic Trends
  • CPA (US)
  • CMA
  • CPA/ABV
  • CVA
  • CGMA
  • CPA/PFS
  • ChFC
  • CTP
  • RICP
  • FSCP
  • WMCP
  • CBA/MCBA
  • FPAC
  • CASL
  • IA LPA
  • CIPM
  • ChSNC
  • DE LPA
  • ME LPA
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  • 4.7
  • rating
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Global Market Outlook Q2 2024
PREMIUM
premium
Global Market Outlook: Understanding Q2 2024 Economic Trends
  • CPA (US)
  • CFP® (US)
  • CMA
  • CPA/ABV
  • CVA
  • CGMA
  • CPA/PFS
  • ChFC
  • CTP
  • RICP
  • FSCP
  • WMCP
  • CBA/MCBA
  • FPAC
  • CASL
  • IA LPA
  • CIPM
  • ChSNC
  • DE LPA
  • ME LPA
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  • 4.7
  • rating
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Probate Planning
PREMIUM
premium
Probate Planning Techniques and ITA Changes
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  • 4.3
  • rating
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How to Be a Money Master Millionaire
PREMIUM
premium
How to be a Money Master Millionaire (Part 2)
  • CPA (US)
  • CFP® (US)
  • CVA
  • CPA/PFS
  • CFA
  • ChFC
  • CGFM
  • RICP
  • CWS
  • CFIRS
  • FSCP
  • WMCP
  • CBA/MCBA
  • FPAC
  • CASL
  • IA LPA
  • CIPM
  • ChSNC
  • DE LPA
  • ME LPA
Learn More
  • 4.4
  • rating
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Deciphering Trust Reporting
PREMIUM
premium
Deciphering Trust Reporting: Q&A Session
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  • 4.3
  • rating
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Tax Strategies & Benefits
PREMIUM
premium
Estate Planning for Special Needs: Tax Tips for Financial Security
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  • 4.3
  • rating
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Crypto in Canada
PREMIUM
premium
Crypto in Canada: Legal Trends and Challenges
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  • 4.9
  • rating
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Trust Reporting
PREMIUM
premium
Deciphering Trust Reporting: Industry Tips and Best Practices
Learn More
  • 4.4
  • rating
  • rating
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Section 85 Hacks
PREMIUM
premium
Section 85 Hacks: Effortless Family Business Transfers
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  • 4.6
  • rating
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Risk Management
PREMIUM
premium
Risk Management in Financial Planning
  • CPA (US)
  • CFP® (US)
  • CMA
  • CPA/PFS
  • CFA
  • ChFC
  • CTP
  • RICP
  • CFIRS
  • CLU
  • FSCP
  • WMCP
  • CBA/MCBA
  • FPAC
  • CASL
  • IA LPA
  • CAP
  • CIPM
  • ChSNC
  • DE LPA
  • ME LPA
Learn More
  • 4.3
  • rating
  • rating
  • rating
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Tips for Homeowners
PREMIUM
premium
Tax Tips for Homeowners: Principal Residence Exemption
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  • 4.4
  • rating
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Next-Gen Wealth Moves
EXCLUSIVE
premium
Next-Gen Wealth Moves: Latest Rules on Intergenerational Transfers
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  • 4.4
  • rating
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