Fee Schedule

Institute Designation Fee Schedule 2023

Your Institute designation must be renewed annually with The Institute for Advanced Financial Education. The requirements to renew your Institute designation for 2023 include:

  • payment of an annual designation fee
  • adherence to The Institute’s Code of Professional Conduct & Disciplinary Procedures
  • completion of the relevant Designation Holder’s Agreement form
  • meeting your ongoing Continuing Education requirements

*If you hold a CLU® and/or PFA™ designation and operate in Ontario you will be billed an Ontario regulation fee of $80 plus tax (which includes a $7 Institute administration fee.) The fee is applied per designation and is a requirement of the Financial Services Regulatory Authority of Ontario (FSRA).

CLU Designation Dues 2023

$ 405
00
Annually
  • All fees must be submitted to The Institute with your CLU Designation Holder's Agreement form. Fees are non-refundable and non-transferable.
  •  

PFA Designation Dues 2023

$ 257 Annually
  • All fees must be submitted to The Institute with your PFA Designation Holder's Agreement form. Fees are non-refundable and non-transferable.
  •  

CHS Designation Dues 2023

$ 215
00
Annual
  • All fees must be submitted to The Institute with your CHS Designation Holder's Agreement form. Fees are non-refundable and non-transferable.
  •  

CH.F.C. Designation Dues for 2023

$ 99
00
Annually
  • All fees must be submitted to The Institute with your CH.F.C. Designation Holder's Agreement form. Fees are non-refundable and non-transferable.
  •