We offer flexibility in the activities that qualify as continuing education, provided they adhere to the subject matter above. The following examples will assist you in determining appropriate C.E. credits.
Professional training and development seminars are available through numerous sources, including professional organizations, as well as educational bodies. Sessions vary in topic and length.
Generally, 5.5 hours of credits will be given for a 7-hour course, to account for breaks and lunch.
One semester of a financial planning credit course offered by a university or community college will qualify for 30 C.E. credits. For non-credit courses, one credit will be granted for each 50-minute session.
The educational component of conferences will qualify for one C.E. credit for each hour of educational activity. Normally, sponsoring organizations will apply to the IAFP® to pre-determine credits. The IAFP® Annual Symposium normally qualifies for 15 hours or more of CE credits.
In-house training programs and webinars are also acknowledged as qualified continuing education credits. One credit will be granted for each hour of instruction/discussion
Correspondence and distance education courses qualify for C.E. credits, as do self-study programs using printed material, audio and video, interactive CDs, etc. For courses that have assignments or exams, the C.E. credits earned are equal to the sponsor’s recommended number of study hours. If the program does not include exams or assignments, the C.E. credits earned are one-half the sponsor’s recommended number of study hours.
C.E. credits can also be earned for being an instructor, discussion leader, or speaker, based on two credits for each hour of presentation time. This applies only to the first year of presenting the material. Credit for teaching may not exceed 15 hours (50%) of your C.E. requirements for any calendar year.
C.E. credits can also be earned for being an instructor, discussion leader, or speaker, based on two credits for each hour of presentation time. This applies only to the first year of presenting the material. Credit for teaching may not exceed 15 hours (50%) of your C.E. requirements for any calendar year.
C.E. credits will also be given for books and published articles that relate to applicable topics. Credits for writing may not exceed fifteen hours (50%) of your total C.E. requirements for any calendar year.
C.E. credits will be given for reading pertinent trade and technical journals, articles, books, periodicals and magazines. Title, author, and publication must be recorded. Credits for reading may not exceed ten hours (one-third) of the required Continuing Education requirement.
NOTE: Members will be subject to audit of their C.E. credits and are required to submit supporting documentation upon request.
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Maybe you are a Certified Financial Planner or looking into financial planning courses? Take the time to learn what an R.F.P.® designation represents for practicing professionals in the financial planning industry and how we hold our members to the highest standard.
The R.F.P.® symbolizes the highest level of competency and professionalism in the field of financial planning in Canada. Period. We think you should join us and here are the main reasons why.
From eligibility requirements to registration to examinations, find out the process of becoming a Registered Financial Planner with the IAFP®.
Unique to the IAFP® is our mentorship program. A current R.F.P.® professional will guide new members on their journey of taking their comprehensive financial plans to the next level.
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