Institute Designation Fee Schedule 2024
Your Institute designation must be renewed annually with The Institute for Advanced Financial Education. The requirements to renew your Institute designation for 2024 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. The fee is applied per designation and is a requirement of the Financial Services Regulatory Authority of Ontario (FSRA). Please note the FSRA designation fee is potentially subject to change for 2025.
CLU Designation Dues 2024
$
419
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.
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PFA Designation Dues 2024
$
299
00
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 2024
$
249
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.
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CH.F.C. Designation Dues for 2024
$
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.
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