Professionals working in Insurance or Finance often require Continuing Education credits to maintain their designation. Browse courses that meet your requirements, or choose one of our course packages, specially curated to advance your knowledge. The courses on continuingeducation.learnformula may be counted towards professionally relevant, verifiable learning activities. It is the student's responsibility to confirm that the courses they take are valid for credit in their jurisdiction.
FP Canada requires all QAFP® and CFP® professionals to complete 25 CE hours annually (Jan 1–Dec 31), consisting of: • 12 hours Financial Planning CE (must be FP Canada–accredited) • 2 hours Professional Responsibility CE (must be pre-accredited; post-delivery accreditation not permitted) • Up to 11 hours General CE, including max 5 hours of Giving Back
Financial Planning CE must relate to the FP Canada Standards Council Competency Profiles and may include CE on professional skills such as behavioural factors, relationship management, and EDI topics. All Financial Planning CE must be FP Canada–accredited.
Professional Responsibility CE must be pre-accredited and must demonstrate application of FP Canada’s Standards of Professional Responsibility through scenarios, examples, and assessment activities.
General CE includes CE related to financial planning, financial services, professional skills, prior Practice Management and Product Knowledge content, teaching, writing, and designation-related CE. Giving Back activities include volunteering, pro bono work, financial literacy initiatives, and committee participation.
Documentation & Audit: Professionals must record CE in FP Canada’s CE Tracker and keep supporting documentation for three years. Accredited CE only requires proof of completion. Non-accredited General CE requires content descriptions, agendas, syllabi, or similar materials plus proof of completion. Missing documentation results in denial of credit. FP Canada may audit professionals randomly or automatically.
LearnFormula is not affiliated with FP Canada. For full information, please visit: https://www.fpcanada.ca/planners/continuing-education
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Finance & Insurance CE courses are built around relevant, verifiable content that can be applied toward FP Canada CE hours. As with any provider, it remains the member's responsibility to confirm an activity fits their own professional development needs before claiming it.
