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CONTINUING EDUCATION FOR CERTIFIED FINANCIAL PLANNERS (CFP-CA)

Certified Financial Planner certification is the world’s most recognized financial planning designation and is considered the ‘gold standard for the profession. CFP professionals have demonstrated the knowledge, skills, experience, and ethics to examine their clients’ entire financial picture, at the highest level of complexity required of the profession. Financial planners need to continually evolve to stay relevant. Planners of the future must be able to effectively engage clients and offer specialized services that go beyond cookie-cutter solutions.

MY-CPE LLC offers Continuing Education (CE) for Certified Financial Planners (CFP Canada)  (Approval No. – CE17386). We are focused on providing quality continuing education to CFP Professionals 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.

FP PROFESSIONALS CONTINUING EDUCATION REQUIREMENT OVERVIEW

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.

CFP professionals are required to complete 25 hours annually. Many of our programs in Live and Self-Study are approved for continuing education for CFP professionals.

There are 2 hours of Professional Responsibility Requirement for CFP.

CE reporting cycle is January 1 to December 31.

Here is a link to the FP Canada website to access FAQs on CE hours Requirements and Regulations for CFP professionals.

There are 5 CE credit categories:
  • Financial Planning
  • Professional Responsibility
  • Practice Management
  • Product Knowledge
  • Giving Back
Please CLICK HERE to have a detailed review of 5 CE credit categories.

  • 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.

The recertification fee is $ 520.
CLICK HERE for more detailed information on renewal fees.

Excess CE credits may not be carried over for more than one calendar year. Carrying forward credits can be done up to a maximum of 25 CE in the case of “Financial Planning” categories.
 
Click here for more details.

FP Canada certificants who fail to comply with the CE requirements or CE audit requirements within the stipulated period may be subject to disciplinary action by FP Canada. Misstated or fraudulent reporting of CE credits will be reported to the FP Canada Standards and Enforcement department as a violation of the Standards of Professional Responsibility.

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
Courses Eligible for CPE of Certified Fraud Examiner (CFE) Approved
Courses Eligible for CPE of Certified Valuation Analysts (CVA) Approved
Institute of Finance and Management (IOFM) Approved
Society of Trust and Estate Practitioners (STEP) Approved
Certified Senior Advisor (CSA) Approved