CE for Finance & Insurance Professionals

CE Requirements – Institute for Advanced Financial Education (IAFE)

Annual Requirements

All designation holders with The Institute (excluding student and retired members) are required to complete 30 continuing education (CE) hours annually. This must include:

• A minimum of 15 hours of structured learning through CE programs accredited by The Institute’s Accreditation Service or approved licensing/designation program courses (e.g., LLQP, CFP, CLU, CHS).
• Up to 15 hours of informal or unstructured learning, such as reading, research, or self-study.

Structured activities must align with The Institute’s Practice Guidelines for Financial Advisors and Planners. Informal learning does not count toward the structured CE requirement.

Audit & Documentation

Designates are encouraged to log CE activities throughout the year. CE records must be submitted via the Advocis or Institute portal. Courses accredited by The Institute and delivered through Advocis are automatically recorded in a member’s CE profile.

Members who do not meet the CE requirement by December 31^st may be selected for an audit. In such cases, written documentation for non-accredited CE activities must be submitted. Failure to meet requirements may affect designation standing.

Exemptions

Members unable to fulfill annual CE requirements due to maternity leave or medical necessity may apply for a CE exemption. A formal exemption form and supporting documentation are required for consideration.

Course Eligibility

Only courses that have been formally accredited by the Institute for Advanced Financial Education qualify as structured CE under IAFE’s requirements. These courses will be clearly marked on the LearnFormula platform. No other courses should be considered eligible for structured credit unless explicitly accredited.

Disclaimer

LearnFormula is not affiliated with the Institute for Advanced Financial Education. Only courses specifically marked as accredited by The Institute may be used toward structured CE requirements. Final recognition of CE hours remains at the sole discretion of The Institute.