Application for course recognition

For professional development units

As part of the requirements prescribed by Bill 188 with respect to the professional development of F.Pl.s, any person, institution, or entity wishing to have an SFPA, SC, or SC-FP training course recognized must submit to the Institute an application for recognition of a professional development course.

For individuals

You can apply to the Institute for recognition of a professional development activity you have completed, in order to earn PDUs.

Before doing so, check with the activity provider to see if it is already recognized by the Institute.

If the training is already recognized and you have the accreditation number (number format: IQPFXX-XX-XXXX-X), go to My Campus, click on the “My profile” menu and then, in the drop-down menu, on “My training record”. Once on this page, click on the “Add a training activity” button to register your PDUs.

To apply for recognition of a professional development activity that is not already recognized, go to My Campus, click on the “Courses” menu and then on “Accreditation Application” in the drop-down menu. Complete the application and submit it online, including payment. When submitting your application, you must provide the following two documents:

  • Training plan
  • Certificate of attendance or course result

Courses will be accepted or refused for within 30 days of receipt of the application for recognition. A $150 processing fee (plus tax, subject to change without notice) will be due upon the Institute’s receipt of all required documents.

You can contact us at accreditation@institutpf.org to follow up on your request.

For businesses

Businesses can either seek recognition for each activity they offer or obtain professional development provider status.

Application for recognition of a professional development activity

To be recognized, a professional development activity must build skills and competencies related to financial planning areas of focus.

You must apply for recognition online, on our My Campus platform. If you do not already have a user account, you will need to create one.

When you apply, you'll need the following documents:

  • Instructor biographies or résumés
  • Summary assessment and learning activities, if the professional development activity is asynchronous
  • Training plan (you will be able to download and complete a training plan template)
  • Course contents (all documents relating to its content)

A $285 processing fee, plus a $250 fee for the issuance of one to six continuing education units (PDUs) will be charged. One professional development unit corresponds to one hour of training. Each additional PDU allocated costs $80. Prices are before tax and subject to change without notice.

To find out more about the procedure, documents required, and eligibility criteria, consult the Procedure for recognition of training activities - Suppliers.

If you have any questions, please contact us at accreditation@institutpf.org.

Go to My Campus


Obtaining the status of recognized provider of professional development activities

Recognized providers receive blanket recognition for all of the training activities their business offers.

To obtain recognized provider status, your company must meet the following requirements:

  1. Be a public or self-regulating organization, professional order, or association dedicated to advancing and sharing its members’ knowledge, as well as improving their skills in a financial planning area of focus
  2. Have, in the five years preceding the application for recognition, provided training activities recognized by the Institute and complied, where applicable, with the Institute’s decisions concerning accreditation of its training activities as set out in section III of the Regulation
  3. Commit to providing training activities, a pedagogical framework for these activities, and teaching materials that develop the skills and competencies set out in article 16 of the Regulation
  4. Commit to ensuring that your instructors’ training or professional experience is related to the training activities offered
  5. Have applied for provider recognition in accordance with article 15.2 of the Regulation

To apply for professional development provider status, email the Application for recognition of professional development provider status to accreditation@institutpf.org.