Before you start your application:
Select your activity type before continuing to the application form.
Choose one option below to continue
The application form will vary depending on the activity type you select.
On-Demand
Self-paced online activity
Live or Event
Live webinar or conference
1. General Information
Activity Information
The information you provide is used for CE accreditation purposes. Certain details may also appear in the CE Store if you choose to list your activity.
Provide a clear, concise summary of the activity as it will appear in the CE Store. Describe the subject matter and include learning objectives.
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List up to 8 learning objectives. These will appear in the CE Store to show what participants will learn.
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Event Details
Enter the location, schedule, and other key details about when and where your activity will take place. This information helps participants plan ahead and udnerstand how to attend.
Include accurate start and end dates, time zone, and location details to ensure participants have all the information they need to join your activity without confusion.
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Presenter Information
Provide information about the presenter delivering this activity. Clear presenter details help build trust and demonstrate the instructor's expertise.
Add the presenter's full name, professional credentials, and a concise bio highlighting their relevant experience and qualifications.
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2. Accreditation Information
Credit Information
This information ensures your activity meets compliance requirements and can be properly accredited for continuing education purposes. Professional Responsibility CE must be pre-accredited by FP Canada before it is offered or delivered to QAFP professionals or CFP professionals. Post-delivery accreditation is not available.
CE activities in the Financial Planning category must be accredited by FP Canada.
Select the appropriate accreditation categories and specify the number of credits or hours. Make sure your topics align with accreditation standards to avoid delays in accreditation. Previously submitted applications for Practice Management and Product are now submitted as General.
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Verification Documentation (Supporting Documentation)
Upload any supporting documents needed to verify this activity. This can include syllabi, learning outcomes, instructor bios, or certificates that support the activity content and credits claimed.
Accepted file types are PDF, PNG, and JPG only. Each file must be under 10MB. Make sure your documentation clearly supports the activity content and any credits you’re claiming.
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Upload Supporting Documentation
You can replace or delete these documentation.
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By checking this box, you formally attest that the file you are uploading is accurate, complete, and authorized for submission. Any discrepancies may be subject to follow-up.
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Attendance Tracking
Select how attendance will be tracked and recorded for this activity. Accurate tracking ensures compliance with credentialing requirements.
Choose the method that best aligns with your delivery format, such as sign-in sheets or digital attendance records.
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FP Canada FP Canada CE Store Visibility
This activity will be listed on the FP Canada CE Store by default.
Turn off if the activity is for a private audience. This only affects CE Store visibility — CE credit eligibility is not impacted.
