| CE Requirements | 25 hours of CE annually |
| License renewal period | Renew by March 31st annually |
| CE Reporting Cycle | The reporting period is from January 1 to December 31 annually. |
| Ethics Requirement | 2 hours of Professional Responsibility Requirement |
| Carry Over Credits | Excess CE credits may not be carried over for more than one calendar year. |
- Financial Planning
- Professional Responsibility
- Practice Management
- Product Knowledge
- Giving Back
- Financial Planning – Minimum 10 credits
- Professional Responsibility – Minimum 2 credits
- Practice Management – Maximum 5 hours
- Product Knowledge – Maximum 5 hours
- Giving Back – Maximum 5 hours
- Seminars/Conferences/Webinars
- In-House Training
- Self-Study/Online Courses with an Exam (maximum of 50 credits)
- College/University Courses (A maximum of 50 CE credits may be claimed for each full semester course.)
- Preparatory Courses (maximum of 50 credits)
- Writing (A maximum of 15 CE credits may be claimed for the time spent researching and writing. Re-releases of existing documents with revisions are eligible for a maximum of 10 CE credits. Please note that content written for marketing purposes will not qualify for CE credits.)
- Teaching/Presenting
- Volunteer Service
- Other Educational Activities
You can visit this link for more detailed information on qualifying learning activities.
FP Canada certificants are required to attest to the completion of their CE requirements for the calendar year specified on the annual renewal application. You are not required to submit CE supporting documentation at the time of certification renewal, but you must have supporting documentation available in the event of an FP Canada audit. Any excess credits carried over from the previous year may also be subject to audit. It is recommended that you keep all supporting documentation for at least three years.
The FP Retired Status is valid for one year. To maintain the FP Retired status, you must renew your status by March 31 each year. There are no annual Continuing Education (CE) credits requirements to maintain your FP Retired Status.
myCPE provides courses that are approved for continuing education credits by FP Canada. Based on the guidelines issued by these boards regarding Recertification credit hours requirements, we recommend the programs/ webinars to be suitable for CFP professionals specified in each webinar. 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 FP Canada website for credit requirements for CFP professionals.
myCPE APPROVALS
| Approved By | |
|---|---|
| National Association of State Boards of Accountancy (NASBA) | 143597 |
| Internal Revenue Service (IRS) | GEHNZ |
| California Tax Education Council (CTEC) | 6273 |
| Certified Financial Planner Board (CFP) | 8061 |
| Society for Human Resource Management (SHRM) | RP5359 |
| Human Resource Certification Institute (HRCI) | 714694 |
| FP Canada | CE17222 |
| American Payroll Association (APA) | 372961 |
| Texas State Board of Public Accountancy (TSBPA) | 010556 |
| Illinois Department of Financial & Professional Regulation (IDFPR) | 158002756 |
| New York State Board of Public Accountancy (NYSPA) | 002976 |
| Association of Certified Fraud Examiners (ACFE) | Approved |
| National Association of Certified Valuators and Analysts (NACVA) | Approved |
| Institute of Finance and Management (IOFM) | Approved |
| Society of Trust and Estate Practitioners (STEP) | Approved |
| Certified Senior Advisor (CSA) | Approved |
