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Continuing Education

The Canadian Institute of Financial Planning offers a comprehensive suite of pre-approved CE titles that will allow you to meet your annual continuing education requirements to maintain your Mutual Funds license, RRC®, RFRA®, RRA®, QAFP® and CFP® designations and provincial insurance licenses.

“Financial Planning” Courses – MFDA PD (unless indicated each is worth 8 credits)

  • Alternative Trading and Income Strategies
  • Americans in Canada and Canadians in America
  • At the Nexus of Debt and Wealth
  • Corporations
  • Current Trends and Issues in Financial Planning (updated annually)
  • Death and Taxes
  • Deductions from Business and Other Property Income
  • Employer-Sponsored Pension Plans
  • Estate Planning in Special Situations
  • Family Property and Other Issues
  • Family Relationships and Support Obligations
  • Financial Derivatives (4 Credits)
  • FOREX and the Retail Investor
  • Fundamental and Technical Analysis (4 Credits)
  • Guaranteed, Interest-producing Investments (4 Credits)
  • Human Nature and Investment Decisions
  • Income Tax Planning: Not as Taxing as You May Think
  • Investment Risk Evaluation
  • Life Insurance Products, Issues, and the Industry
  • Lifecycle Tax Planning for Business and Professional Corporations
  • Living Wills, Forms of Property Interests, Intestacy, and Probate
  • Making Use of Tax Advantages (4 Credits)
  • More Taxation of Capital Property
  • Mutual Funds (4 Credits)
  • Navigating Your Clients Health Wealth Journey
  • Navigating the Longevity Journey - How to Stay 2 Steps Ahead
  • Personal Trusts
  • Planning for a Tax-Efficient Retirement
  • Portfolio Theory and Asset Management
  • Principles of Annuities
  • Proprietorships and Partnerships
  • Retirement Income Decisions
  • Retirement Savings System in Canada
  • Retirement: Will they be your Golden Years?
  • Risk of Death
  • Risk of Disability and Accident and Sickness Insurance
  • Smoke and Mirrors - Is the Canadian Middle Class Really Better Off
  • Socially Responsible Investing
  • Tax Planning in the Era of Trudeau
  • Tax Planning Today - Helping the One Percent and Those Who Want to Be in It
  • Taxation of Capital Property
  • Taxation of Property Income
  • The Family Business - Tax Issues and Succession Planning
  • The Structure of Bonds and Debentures (4 Credits)
  • Understanding the Canadian ETF Industry
  • Utilizing Life Insurance in Tax Planning for the High-Net-Worth Client
  • Why Monetary Policy Has Become Impotent - 3 Possible Cures
  • Wills and Power of Attorney for Property

“Professional Responsibility” Course – MFDA Business Conduct (Ethics)

  • Ethical Conduct for CFP® Professionals – Scenario Set I (1 Credit)
  • Ethical Conduct for CFP® Professionals – Scenario Set II (1 Credit)
  • Ethical Conduct for CFP® Professionals – Scenario Set III (1 Credit)
  • Ethical Conduct for CFP® Professionals – Scenario Set IV (1 Credit)
  • Ethical Conduct for CFP® Professionals – Scenario Set V (1 Credit)
  • Ethical Conduct for CFP® Professionals – Scenario Set VI (2 Credits)
  • Ethical Conduct for CFP® Professionals – Scenario Set VII (2 Credits)
  • Ethical Conduct for CFP® Professionals – Scenario Set VIII (2 Credits)
  • Ethical Conduct for CFP® Professionals – Scenario Set IX (2 Credits)

You may also be able to claim insurance CE credits where applicable.

CE Credits for IIROC licensed Advisors – MFDA Business Conduct

Complete the CIFP Securities Compliance Principles Program - Cycle 10 to earn your 10 compliance CE credits. The courses cannot be ordered individually; they must be taken together as the program. With this program, you can claim eight (8) FP Canada verifiable credits* and seven (7) MFDA Business Conduct credits. Please note these are pending recertification, and you cannot claim the same title in consecutive cycles.

The CIFP Securities Compliance Principles Program - Cycle 10 includes:

  • Anti-Money Laundering and Terrorist Financing
  • Know Your Client and Risk Management, Compliance and Sales and Trading Conduct and Ethics for Security Professionals

CE Credits for Insurance

Each course excluding the CIFP Securities Compliance Principles Program - Cycle 10 courses and the six (4 credit courses) qualifies for eight (8) technical CE credits for your insurance license with the following exceptions.

Alberta, all courses (except Risk of Disability and Accident and Sickness Insurance) qualify for Life AIC credits. In addition, the following courses also qualify for A&S AIC credits.

  • Living Wills, Property Interests, Intestacy and Probate (5 Life and 1.25 A&S)
  • Risk of Disability and Accident and Sickness Insurance (8 A&S Only)

British Columbia only Life Insurance Products, Issues and the Industry, Risk of Death and Risk of Disability and Accident and Sickness Insurance qualifies for eight (8) Life Credits each

To purchase a membership in the Canadian Institute of Financial Planners and receive multiple continuing education courses included, you can sign up directly through the CIFPs.ca website by becoming a member.

To purchase continuing education courses individually, you can either call the CIFP Education Services Department at 1-866-635-5526 or enrol directly through the CIFP.ca website by creating an account.