CFP® professionals must complete 30 hours of CE every two years to maintain their certification.
Certified Financial Professionals are required to complete 2 hours of CFP® Board-approved ethics CE each reporting period. CLICK HERE to view ethics course.
The Certified Financial Planners (CFP®) renewal period ends Last day of the month indicated by your certification period in the two-year cycle.
A CE reporting cycle for certified financial planners (CFP®) starts from the renewal date to the last day before the next renewal in the two-year cycle.
The CFP Board sets the initial certification cycle by adding 12 months to the end of your birth month. CE credits and fees are prorated accordingly for your first certification cycle.
Yes, CFP® professionals must complete at least one hour of CE credits on the CFP Board’s Principal Topics each reporting period.
Here is the link of accepted fields of study (FOS) of CFP.
Yes, 100% of the total CE credits can be earned through self-study within each two-year cycle.
Eligible activities include Live, Self-Study, College-Level Courses, Nano-learning, Authoring Publications, Teaching (up to 50% of total CE), and more.
Fast Track CFP® CE packages are specially designed bundles that fulfill all CFP® continuing education requirements, offering a comprehensive and time-saving solution.
No, excess CE credits cannot be carried forward to the next reporting cycle.
CFP® professionals should keep records of completed CE credits for four years, as they may be subject to audit by the CFP Board.
The renewal fee for CFP® professionals is $455.
Your Certification would expire. All CE hours must be reported and processed by CFP® Board on or before the expiration of your two-year reporting period to avoid certification expiration. There is typically a six (6) day grace period to accommodate last-minute CE submissions. For further information, CLICK HERE for more details.
Visit the CFP Board’s website for detailed FAQs on CE requirements and regulations for CFP® professionals.
Yes, myCPE offers courses approved by the CFP Board (Approval ID: 8061). Our courses qualify for CFP-US. For your convenience we have added "QUALIFIES FOR" section on each course page. to provide specific details about the approval and qualifications of CPE credits. Please refer to these details when selecting courses.
