Continuing Education for PFA™ Credential Holders

A minimum of 20 continuing education (CE) credits must be completed in each calendar year. 

Within these 20 credits, a minimum of 10 CE credits must be accredited by The Institute. One of these CE credits must be from a recognized Ethics program. More information can be found here: PFA – IAFE

If you are renewing your designation after a LAPSE of more than one (1) year, and you are located in or conduct business in Ontario you may be required to complete to complete Investment Recommendations and your Client’s Financial Plan and Recognizing Conflicts of Interest modules. Please contact the Institute at info@iafe.ca

If you have any questions regarding the titling framework for Financial Planners and Financial Advisors in Ontario, please consult the FSRA website.