Continuing Education (CE) Accreditation

The Institute’s CE Accreditation Service provides an independent, third-party review of professional development programs for financial advisors and planners.

Programs that receive Institute accreditation have been assessed against established educational standards and the Practice Guidelines for Financial Advisors and Planners to ensure they deliver relevant, high-quality learning for today’s professionals.

Our accreditation services helps:

Financial advisors and planners identify quality CE opportunities and document their ongoing professional development.
Education providers demonstrate the quality and relevance of their programs through an independent review process.
Regulators and designation-granting bodies have confidence that accredited programs meet recognized standards for professional education.

CE Accreditation Application Process

Ready to have your CE program accredited? Complete the online CE Accreditation Application to begin the review process.

Application Process

The CE accreditation process evaluates CE programs to ensure they meet competency-based learning standards for financial advisors and financial planners. Detailed application requirements, supporting documentation, and review criteria can be found in the CE Accreditation Process.

Completed applications are typically processed within four weeks. To help avoid delays, please ensure all required information and supporting documentation are included in your submission. Applications requiring follow-up may exceed the standard processing timeline.

CE Accreditation – Need to Know

Search Education Providers

Search Institute-accredited CE programs by education provider and view approved CE offerings

Search Accredited CE Programs

Search The Institute’s accredited CE programs database to find approved learning opportunities that align with specific practice competencies, practice behaviours, and ethics requirements.

Decision Reports

Following the accreditation review process, applicants receive a Decision Report confirming CE credits awarded. Only reports containing a valid IAS code are recognized as accredited.

Fees Schedule

	Fee	Valid for
Administrative Fee	$55, plus HST	Valid for a two-year period
Accreditation Fee	$85, plus HST (per credit hour)
Rush Application (3-day rush request)	$500, in addition to administrative and accreditation fees

Accreditation fees are non-refundable. To request a rush application, please email info@iafe.ca with the subject line: CE Accreditation – Rush Application.