Any learning and development that is
relevant and appropriate to a member’s work, professional
responsibilities, and growth as a CPA will qualify for CPD.
* Be relevant to your professional
responsibilities and competencies as a CPA.
* Be
quantifiable, meaning it's able to be expressed in terms if a
specific time requirement- contain significant intellectual or
practical content.
* Pertain to activities directly related
to the competencies needed to engage in the practice of public
accounting, if you are applying for or renewing a Public
Accounting License.
For more information, please see the
Provincial CPA Chapter CPD information for your Province or
Territory here -
All the Canadian CPA Provincial Chapter CPD Information
CPD Annual Requirements
Each active Chartered Professional
Accountant (CPA) is required to complete 120 hours of continuing
professional development (CPD) during each triennial period
(each rolling three years). The CPD year runs from January 1st
to December 31st each year.
In addition to the rolling
3-year requirement, CPAs must complete a minimum of 20 hours
each calendar year, and no less than 50% of the CPD credits
obtained must be verifiable, both annually and triennially.
In addition to the above, CPAs must complete a total of 4
ethics related CPD hours during each triennial period.
For CPA professionals, CPD reporting (and auditing) is conducted
to the provincial chapter, and not to CPA Canada. As such, the
guidelines that are set out for CPAs in each province will be a
little different.
1. LIFE
AND ACCIDENT & SICKNESS INSURANCE BASICS
4 Hours -
Life
& A&S
License
$40.00 + TAX
|
2.
RETIREMENT INCOME OPTIONS
7 Hours - Life
& A&S License
$70.00 + TAX
|
3.
EMPLOYEE BENEFIT PLANS
5 Hours -
Life &
A&S
License
$50.00 + TAX
|
4.
CORPORATE RETIREMENT PLANS
5
Hours -
Life & A&S License 5 Hours - RIBO (Management) License
$50.00 + TAX
|
5. TAXATION &
YOUR NON-CORPORATE CLIENTS
6 Hours -
Life
& A&S
License
$60.00 + TAX
|
6.
BUSINESS INSURANCE PRINCIPLES
5
Hours -
Life
& A&S
License
5 Hours -
RIBO (Management)
License
$50.00 + TAX
|
7. BUSINESS INSURANCE
SOLUTIONS
5 Hours -
Life
& A&S
License 5 Hours - RIBO (Management) License
$50.00 + TAX
|
8. DISABILITY INSURANCE
4 Hours - Life &
A&S
License
$40.00 + TAX
|
9.
WEALTH TRANSFER & ESTATE
PLANNING TECHNIQUES
8 Hours -
Life & A&S License
4 Hours - RIBO (Management) License
$80.00 +
TAX
|
10.
CLIENT CENTERED FINANCIAL PLANNING
7
Hours - Life & A&S License
$70.00 +
TAX
|
11.
PRINCIPLES OF EFFECTIVE MONEY
MANAGEMENT
4 Hours -
Life & A&S License 1 Hour - RIBO (Personal) License
$40.00 + TAX
|
12.
THE ECOMICS OF INSURANCE &
INVESTMENTS
5 Hours -
Life & A&S License 4 Hours - RIBO (Management) License
$50.00 + TAX
|
13. THE
FINANCIAL SERVICES ADVISOR AS A PROFESSIONAL
5
Hours - Life
& A&S
License
1 Hours - RIBO (Personal) License
1 Hours - RIBO (Ethics) License
$50.00 +
TAX
|
14.
UNDERSTANDING CANADIAN FINANCIAL SERVICES HISTORY & DEFINITIONS
3
Hours - Life
& A&S
License
$30.00 +
TAX
|
15. ETHICS
AND THE FINANCIAL SERVICES PROFESSIONAL
5 Hours -
Life
& A&S
License 3 Hours - RIBO (Management) License 1 Hours - RIBO (Ethics) License
$50.00 + TAX
|
16.
UNDERSTANDING INVESTMENT RISK AND RETURN
4 Hours - Life & A&S License 1 Hour - RIBO
(Managementl)
License 1 Hour - RIBO
(Technical)
License
$40.00 + TAX
|
17. LONG-TERM CARE
INSURANCE
4 Hours - Life & A&S
License
$40.00 + TAX
|
18.
UNDERSTANDING E&O INSURANCE
5 Hours -
Life
& A&S
License
2 Hours - RIBO
(Managment)
License 2 Hours - RIBO
(Technical)
License
$50.00 + TAX
|
19. CRITICAL
ILLNESS INSURANCE
3 Hours -
Life &
A&S
License
$30.00 + TAX
|
20. FINANCIAL PLANNING FOR
FEMALE CLIENTS & PROSPECTS
8 Hours - Life
& A&S
License
$80.00 + TAX
|
21. UNDERSTANDING ANNUITIES
3
Hours - Life & A&S License
$30.00 + TAX
|
22.
HOW
DIVORCE AFFECTS YOUR CLIENT & PROSPECTS FINANCES
6 Hours - Life & A&S License
$60.00 + TAX
|
23.
UNDERSTANDING UMBRELLA INSURANCE
101
4 Hours - RIBO (Technical) License
$40.00 + TAX
|
24.
FARM SUCCESSION PLANNING STRATEGIES
3 Hours -
Life & A&S License
1.5
Hour - RIBO (Management) License
$30.00 + TAX
|
25. MONEY LAUNDERING
5 Hours - Life & A&S License
5 Hours - RIBO (Management) License
$50.00 + TAX
|
26. FUNDING POST SECONDARY EDUCATION
3 Hours - Life & A&S License
$30.00 + TAX
|
27. TAX-FREE SAVINGS ACCOUNTS
2 Hours - Life & A&S License
$20.00 + TAX
|
28. UNDERSTANDING LIFE AND A&S INSURANCE UNDERWRITING PROCESS
4 Hours - Life & A&S License
$40.00 + TAX
|
29. UNDERSTANDING INSURANCE CLAIMS
5 Hours - Life & A&S License
$50.00 + TAX
|
30. UNDERSTANDING FINANCIAL SERVICES
IN CANADA
5 Hours - Life & A&S License
2 Hours - RIBO (Management) License
$50.00 + TAX
|
31. REAL WORLD
APPLICATIONS IN PRACTICE
2 Hours - Life & A&S License
2 Hour FP Canada
Professional Responsibility
1 Hour FP Canada Financial
Planning
$30.00 + TAX
|
32. FINANCIAL
AND ESTATE PLANNING FOR CLIENTS AND FAMILIES WITH SPECIAL NEEDS
4 Hours - Life & A&S License
$40.00 + TAX
|
33. CORPORATE TAX
8 Hours -
Life & A&S License
2 Hours - RIBO (Management) License
$80.00 + TAX
|
34. THE POWER OF POSITIVE CREDIT
4 Hours - Life & A&S License 1
Hours - RIBO (Personal) License
$40.00 + TAX
|
35. FINANCIAL
ADVISING OPPORTUNITIES DURING UNCERTAIN TIMES
3 Hours -
Life & A&S License
$30.00 + TAX
|
36.
EFFECTIVE ESTATE PLANNING SOLUTIONS FOR CANADIAN FINANCIAL ADVISORS
3 Hours -
Life & A&S License
$30.00 + TAX
|
37.
UNDERSTANDING CPP & OAS GOVERNMENT BENEFITS
4 Hours -
Life & A&S License
$40.00 + TAX
|
38.
MAINTAINING ETHICAL DECISION MAKING & BEHAVIOUR WITH YOUR CLIENTS
3 Hours -
Life & A&S License
2.5 Hours - RIBO (Ethics) License
$30.00 + TAX
|
39.
CHARITABLE GIVING & THE FINANCIAL PLANNING PROCESS
4 Hours -
Life & A&S License
$40.00 + TAX
|
40.
BUY-SELL AGREEMENTS
3.5 Hours -
Life & A&S License
3.5 Hours - RIBO (Management) License
$35.00 + TAX
|
41.
MANAGING MARKET BASED INVESTMENT CONTRACTS
3.5 Hours -
Life & A&S License
$35.00 + TAX
|
42. THE
IMPORTANCE OF BENEFICIARY DESIGNATIONS
3.5 Hours -
Life & A&S License
$35.00 + TAX
|
43.
UNDERSTANDING GENERAL INSURANCE RISK & LIABILITY EXPOSURE
4 Hours - RIBO (Technical) License
$60.00 + TAX
|
44.
UNDERSTANDING INSURANCE CONTRACT LAW
2.5 Hours - Life & A&S License
$25.00 + TAX
|
45.
CANADIANS & U.S. TAXATION
3 Hours - Life & A&S License
$30.00 + TAX
|
46.
SELLING GROUP INSURANCE TO SMALL BUSINESS
4 Hours - Life & A&S License
$40.00 + TAX
|