myCPE

CE Requirements for CFP-CA

Know Your Requirement

Certified Financial Planner (CFP-CA) Professionals CE Requirements Overview

CE Requirements25 hours of CE annually.
License renewal periodRenew by March 31st annually.
CE Reporting CycleThe reporting period is from January 1 to December 31 annually.
Ethics Requirement2 hours of Professional Responsibility Requirement. Click here to view our course
Carry Over CreditsExcess CE credits of 23 in Financial Planning and 3 in Professional skills can be carried over but not for more than one calendar year.
Subject Area Restriction
  • Financial Planning – Minimum 10 credits (From January 2025, minimum 12 credits) 
  • Giving Back – Maximum 5 hours

Need guidance with compliance requirements?

Speak with our Compliance Advisor

Schedule a Call

Simplifying Regulations for 2025

CE Requirement25 hours annually.
Initial CPE HoursCFP-CA professionals are exempt from CE requirements in all categories, including the category of Professional Responsibility, in the year they pass the CFP-CA exam and the following two consecutive calendar years. View more
Ethics RequirementMinimum 2 Hour of professional responsibility. View more
Content Requirement
  • Financial Planning – Minimum 10 credits (From January 2025, minimum 12 credits) 
  • Giving Back – Maximum 5 hours
Subject AreasClick here to check CFP-CA’s detailed approved FOS/ subject areas for CE Credits.
Learning Modes
Up to 50 credits of CE can be through self-study.
Eligible Learning Activities
Eligible learning activities include Seminars/Conferences/Webinars, In-House Training, Self-Study/Online Courses (50 credits max), College/University Courses (50 credits max per full semester course), and more.
CPE Deadline
CPE credits must be completed by December 31 annually.
Fast Track CE
Our Fast Track CFP-CA CE packages are expertly curated bundles that meet CFP-CA’s exact continuing education requirements. Save significant time selecting individual courses by choosing our comprehensive packages that cover all your CE needs. View more
Reporting
January 1 to December 31 annually.
License Renewal
Renew your CPA license by March 31 annually, if not renewed by this date, then a late fee of $100 will be applicable. View more
Carry Forward
Excess CE credits of 23 in Financial Planning and 3 in Professional skills can be carried over but not for more than one calendar year. View more
Record Retention
Maintain records of completed CE credits for 3 years as they may be subject to audit by the state board. View more
Renewal Fees
The renewal fee for CFP-CA is $570. View more

Do MYCPE ONE Courses Qualify for CE for Certified Financial Planner (CFP-CA)? - YES!

Certified Financial Planner (CFP-CA) accepts continuing education courses from FP Canada board sponsors, and MYCPE ONE is a registered sponsor (Approval ID: CE17386) and specializes in various learning formats, including - 

  • Group Internet Based Live Webinars   
  • QAS Self-Study - Self-Paced Courses  
  • Group Live

For convenient access to our courses, Click here to explore the MYCPE ONE course catalog. We offer an all-inclusive subscription model, similar to Netflix, where a single subscription gives you access to the most extensive online course catalog. Plus, our subscription rates are 60% lower than other platforms. Subscribe today!

Contact Information for the FP Canada

Address :902-375 University Ave, 
Toronto, ON M5G 2J5 
Mail :info@fpcanada.ca
Phone : 416-593-8587 
Toll Free :1-800-305-9886 
Fax : 416-593-7412 
Website: FP Canada 

Disclaimer: We regularly update our website to ensure the information regarding CFP-CA CE requirements is current and accurate. However, for your complete understanding and to ensure compliance, we strongly advise you to visit the official state requirement page for the most up-to-date and definitive information.

Get Started with Unlimited Learning

Select your plan, complete your payment, and access a world of knowledge.

Subscription Inclusions Silver Gold
15,000+ Hrs of CPE approved Content
tooltip

Largest content library covering all aspects of professional development.
Check right Check right
500+ Emerging Subject Areas
tooltip

Wide range of subject areas tailored to meet diverse learning needs of all the department of the firm.
Check right Check right
50+ State- Specific Ethics Courses
tooltip

Stay compliant with ethics requirements for every state.
Check right Check right
50+ State Compliance Packages
tooltip

Pre-selected courses for quick compliance, saving time and effort.
Check right Check right
100+ Advanced Certification Programs
tooltip

Expert-led programs to build advanced expertise and strengthen your career credentials.
Check right Check right
AICPA Eligibility Programs (CFF, ABV, PFS)
tooltip

Pre-Packaged Eligibility Courses for AICPA designations such as PFS, ABV, and CFF, offering CPE credits upon completion.
Check right Check right
Compliance Tracker and Credit Vault
tooltip

Store all your certificates in one place, stay compliance-ready with ease, and track your progress effortlessly using the built-in credit tracker.
Check right Check right
Instant Certification and Fast Reporting
tooltip

Instant reporting to IRS, CFP Board, and other governing bodies.
Check right Check right
Mobile App Access (iOS and Android)
tooltip

https://play.google.com/store/apps/details?id=com.my_cpe
Check right Check right
Access to Practical Training Programs
tooltip

Focused training with pre-built assessments for all levels to upskill your staff efficiently.
Check right Check right

Select Tenure

NEW YEAR
Sale Ends Soon!

00:00:00

Start Your Journey

Start your journey towards learning and compliance.

card

$299$199 For 12 Months

Start 7 Days Free Trial

Click Here

More Reasons to Subscribe

  • true true
    80% of Content Rated 4.5+ Stars
    High-quality content rated by professionals.
  • true true
    4X More Content at 1/3rd the Price
    Serious value compared to your regular provider!
  • true true
    Non-Sponsored Content
    Purely educational, unbiased content for your learning.
  • true true
    Monthly & Quarterly Updates
    Keeping you ahead of trends and changes.
  • true true
    Podcasts with Industry Leaders
    Learn and Earn CPE from experts on the go.
More Reasons

Frequently Asked Questions

CFP-CA professionals must complete 25 CE hours annually.

New CFP-CA professionals are exempt from CE requirements in all categories, including Professional Responsibility, during the year they pass the CFP-CA exam and for the following two consecutive calendar years.

CFP-CA professionals must complete a minimum of 2 hours in Professional Responsibility annually. Click here to view our course

Yes, CFP-CA professionals must complete a minimum of 10 CE credits in Financial Planning (12 credits from January 2025) and maximum of 5 credits Giving Back annually.

Click here to view the detailed list of approved subject areas for CFP-CA 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 CFP-CA CE packages are curated bundles designed to meet CFP-CA continuing education requirements. These packages save time by offering a comprehensive selection of courses that fulfill all CE needs.

The reporting period for CFP-CA professionals is January 1 to December 31 each year.

CFP-CA licenses must be renewed annually by March 31. A late fee of $100 applies if not renewed by this date.

Yes, CFP-CA professionals can carry forward up Excess CE credits of 23 in Financial Planning and 3 in Professional skills can be carried over but not for more than one calendar year.

CFP-CA professionals must retain CE records for three years, as they may be subject to audit by the state board.

The renewal fee for CFP-CA professionals is $570.

Failure to renew by the renewal date will result in a forfeiture of rights to use the CFP-CA 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 ONE is a registered sponsor (Approval ID: CE17386), meeting CFP-CA CE requirements. You can refer to the "QUALIFIES FOR" section on each course page for eligibility details.