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MAINTENANCE REQUIREMENTS

To represent yourself an as active PFP® in good standing - and to uphold the prestige of your letters - you must renew your designation annually.

All PFP®s must renew their designation by their anniversary date (the date the designation was originally granted). You will receive reminders 4 weeks and 1 week prior to your deadline.

You must meet the following maintenance requirements:

  1. Continuing Education

    The world we work and live in is constantly evolving. As a financial advisor it’s critical that you commit to lifelong learning and have a handle on the trends and issues that affect your industry - and, most importantly, your clients.

    Each PFP® is required to earn 12 continuing education (CE) hours per calendar year, starting the first full year after your earn your designation.

    General Requirements
    Qualifying Activity Providers
    Courses can be taken from CSI or other external providers (e.g., community colleges, universities, other professional education providers or in-house at your employer). It is up to you/your employer to determine if a course meets CSI’s PFP® CE Course Guidelines.

    Activity & Hours Tracking
    Make sure you retain supporting documents to confirm completion of CE credits. Each year, a percentage of PFP®s will be audited to verify the CE hours claimed on their designation renewal applications.
  1. Code of Ethics

    PFP®s must re-commit to the PFP® Code of Ethics each year.
  1. Trademark

    To continue using the PFP® trademarks in your own marketing, PFP®s must re-commit to the Certification Mark Licence Agreement each year.
  1. Licence

    PFP®s are required to pay a non-refundable licence fee of $275 each year. The licence fee goes towards your trademark rights and benefits from CSI.

If You Do Not Renew

Designation holders who do not renew will be deemed to be “not in good standing.” You will receive a letter stating that you are no longer eligible to use the PFP® trademarks. If you continue to use the trademarks, then legal action may be taken.

You will also be removed from PFP® Directory.

Reinstatement Policy

PFP®s are given the opportunity to reactivate their licence after a lapse of up to 5 years. If your designation has lapsed for more than 5 years, you’ll be required to re-take and successfully complete the Applied Financial Planning (AFP) Certification Examination and meet the work experience requirement.

If the lapse is 5 years or less, you can reactivate by completing the following steps: