QAFP professionals must complete 12 CE hours annually.
New QAFP professionals are exempt from CE requirements in all categories, including Professional Responsibility, during the year they pass the QAFP exam and for the following two consecutive calendar years.
QAFP professionals must complete a minimum of 1 hour in Professional Responsibility annually. Click here to view our course
Yes, QAFP professionals must complete a minimum of 7 CE credits in Financial Planning. The combined total for Practice Management, Product Knowledge, and Giving Back is capped at 5 credits annually.
Click here to view the detailed list of approved subject areas for QAFP CE credits.
Up to 50 CE credits can be completed through self-study.
No, FP Canada disapproves of nano-learning as a method of earning CE.
Eligible activities include seminars, conferences, webinars, in-house training, self-study/online courses (up to 50 credits), college/university courses (up to 50 credits per full semester course), and more.
CE credits must be completed by December 31 each year.
Fast Track QAFP CE packages are curated bundles designed to meet QAFP continuing education requirements. These packages save time by offering a comprehensive selection of courses that fulfill all CE needs.
The reporting period for QAFP professionals is January 1 to December 31 each year.
QAFP licenses must be renewed annually by July 31. A late fee of $50 applies if not renewed by this date.
Yes, QAFP professionals can carry forward up to 11 CE credits in the "Financial Planning" category, but excess credits cannot be carried forward beyond one calendar year.
QAFP professionals must retain CE records for three years, as they may be subject to audit by the state board.
The renewal fee for QAFP professionals is $280.
Failure to renew by the renewal date will result in a forfeiture of rights to use the QAFP marks and removal from FP Canada’s "Find a Planner" or Certificate online directory until all requirements are met. The digital badge and printable certificate will reflect that the individual is no longer certified based on the certification end date. Click here for more details.
Yes, Certified Financial Planner (CFP-CA) accepts CE courses from FP Canada board sponsors, and myCPE is a registered sponsor (Approval ID: CE17386), meeting QAFP CE requirements. You can refer to the "QUALIFIES FOR" section on each course page for eligibility details.
