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CERTIFIED FINANCIAL PLANNER certificants are individuals who have met CFP Board's education, examination and experience requirements, have agreed to adhere to high standards of ethical conduct and who complete CFP Board's biennial certification requirements, including continuing education, to use the certification marks CFP�, CERTIFIED FINANCIAL PLANNER�.

 

CERTIFIED FINANCIAL PLANNER CE

REQUIREMENTS
 
 

CE Requirements
CFP� licensees must complete 30 hours of CE each reporting period:

  • 2 hours from a CFP Board-approved program on CFP Board's Code of Ethics and Professional Responsibility (Code of Ethics) and/or Financial Planning Practice Standards (Practice Standards).
  • 28 hours from one or more of the accepted subject topics.
Each reporting period, two of the required hours of CFP Continuing Education must be obtained from a pre-approved program on CFP Board's Code of Ethics and/or Practice Standards. No exceptions are made. This requirement is designed to ensure that CFP certificants review and remain informed of the ethics and practice standards to which they agree to adhere to as a condition of certification

Types of courses accepted for CE Credit
  Independent self-study courses.

  Classroom study.
 
 

Final Exam
Self-study final exams are not required to be monitored. A 70% passing score is required for CE; 80% passing score is required for Code of Ethics and Professional Responsibility / Financial Planning Practice Standards.

Carryover Requirements
No carryover of course credits is allowed. All CE requirements must be met within the two-year renewal period.

For Additional Information please Contact: www.cfp.net/downloads/RenewalCEBooklet.pdf 

Certified Financial Planner Board of Standards, Inc.
Attn: Renewal
1670 Broadway, Suite 600
Denver , Colorado 80202-4809
P: 800-487-1497
F: 303-860-7388
E: This e-mail address is being protected from spam bots, you need JavaScript enabled to view it
http://www.CFP.net

COURSE CATALOG - PRICING & COURSE INFO

We offer the complete ce hours required including the mandated Code of Ethics. Price statrts as low as $10/hour. Click here to view the course catalog and pricing. For course description click the course name. 

 

 
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June 23, 2017
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