Continuing education (CE) is essential for two key reasons. First, CFP® professionals and QAFP® professionals are required to take annual CE courses to maintain certification. Second – and perhaps more importantly – staying current on developments in financial planning means you can better serve and advise your clients with real-world, actionable, and relevant insights.

Discover CE from the FP Canada Institute™

Whether you’re a practicing financial planner or other financial services professional, CE courses developed and curated by the FP Canada Institute can help you expand your skills and advance your career.

View CE Store
 

CE requirements

Learn about categories, credits, and how to report your CE.

CE requirements


Certification policies

Read the policy specific to your certification.

CFP certification policies 

QAFP certification policies

CE audits and exemptions

Find out about available exemptions and annual audits.

CE audits and exemptions


 
 
 

Expanded functionality in your FP Canada™ Account 

Now, it’s easier than ever to plan, take, and track CE to maintain certification.  

Log into your account to see your personal CE Progress Summary; which shows you how many CE credits you’ve earned towards your yearly requirements.

Plan your CE

Scroll through the CE Store to easily plan and purchase your CE. Select favourites and find CE from the FP Canada Institute, our partners like Kitces.com and Conquest, and accredited activities from other CE providers.

Take your CE

Access purchased CE directly from your customized CE Activities page in your FP Canada Account. You can also view key dates and monitor activity status instantly.

Track your CE

Check out the CE Tracker to review your completed CE from the FP Canada Institute and log CE from other providers. You can also access and download certificates for completed CE.

 
 
 

The new CE Store

Introducing the new CE Store where you can easily plan and purchase your CE activities. Enjoy intuitive search and filter options, expanded CE activities, and a favourites feature that helps keep you organized.

View CE Store

Got questions about CE?

Not to worry, we’ve got you! Feel free to reach out to us anytime with questions you may have about continuing education, our new CE Store, your FP Canada Account, or anything else related to CFP certification or QAFP certification.

Contact us