Completing your Certification

Ongoing FPSB Investment Planning Specialist Certification Requirements

To maintain the right to use the FPSB Investment Planning Specialist credential, certification holders must maintain their professional skills, knowledge, and abilities through ongoing learning activities.

FPSB Ltd. requires FPSB Investment Planning Specialists to renew their certification annually. To remain certified as an FPSB Investment Planning Specialist certification, holders must:

1. Commit to adhere to FPSB Ltd.’s Code of Ethics and any applicable laws and regulations.

2. Obtain at least five Continuing Professional Development (CPD) hours/points. All points must be completed before applying for renewal of certification. At least two CPD hours/points need to directly relate to FPSB Ltd.’s Code of Ethics.