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.
All designation holders with The Institute (excluding student and retired members) are required to complete
30 continuing education (CE) hours annually. This must include:
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.
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 31st 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.
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.
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.
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.
One subscription covers your annual hours, your rolling multi-year total, and your ethics requirement — with the paperwork handled for you.
You can submit a request here.
We will answer all your questions.
Finance & Insurance CE courses are built around relevant, verifiable content that can be applied toward IAFE 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.
