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CONTINUING EDUCATION FOR CERTIFIED FINANCIAL PLANNERS (CFP-US)

MY-CPE LLC is an approved CFP Board Continuing Education (CE) Provider and has effectively met the standards set up by the Certified Financial Planner Board of Standards, Inc. We are focused on providing quality continuing education to CFP experts with content that incorporates the most recent updates and industry principles. Our CFP-approved CE courses are authored/reviewed by industry specialists and subject matter experts. Our wide variety of delivery methods (Live Webinars & Self Learning) allows you to take your CE credits at your own pace. All our courses are designed in a way to ensure that courses meet your continuing education requirements for CFP Board.

CERTIFIED FINANCIAL PLANNERS (CFP) CE REQUIREMENT OVERVIEW

CE Requirements
30 CEs every 2 years.
License renewal period
The last day of the month is indicated by your certification period in the two-year cycle.
CE Reporting Cycle
Starts from the renewal date to the last day before the next renewal in the two-year cycle.
Ethics Requirement
2 hours of CFP Board-approved Ethics CE each reporting period.
Carry Over Credits
CFP Board does not allow Certified Financial Planners to carry excess CE credits over from the next reporting cycle.

Click for further reference on CE regulations for certified financial planners (CFP).

All CFPs are required to complete at least 30 CEs during the 2-year recertification period. Many of our programs in Live and Self-Study are approved for continuing education for Certified Financial Planners. 

  • Certified Financial Professionals are required to complete 2 hours of CFP Board-approved Ethics CE each reporting period.
  • Ethics programs must be pre-approved by CFP Board to satisfy the Ethics CE requirement.
  • Ethics programs that have not been approved may count for general CE credit if they meet CFP Board’s CE standards – however, non-approved ethics programs will not satisfy the Ethics CE requirement.

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. 

CLICK HERE for further reference.

Here is a link to the CFP Board website to access FAQs on CE Requirements and Regulations for Certified Financial Planners.

The following Principal Knowledge Topics serve as requirement subjects that CFP Board accepts for Continuing Education credit. Authoring publications

  • Professional Conduct and Regulation
  • General Principles of Financial Planning
  • Education Planning
  • Risk Management and Insurance Planning
  • Investment Planning
  • Tax Planning
  • Retirement Savings and Income Planning
  • Estate Planning

Click Here for further reference.

myCPE meets all the CE requirements of CFPs as per CFP Board other than the Ethics requirement.

No, there are no minimum CE requirements in a particular subject area.

Candidates for CFP certification can receive CE credit for completing:

  • Continuing education programs are approved by CFP Board.
  • Completing college-level courses
  • Authoring publications
  • Teaching

Documentation Required for Non-Registered Live CE:

CFP Board may request the following documentation provided by the non-registered educational provider:

  • Certificate of Completion/Attendance or unofficial transcript showing successful completion of the program.
  • Program summary or description.
  • Timed agenda with actual dates and times to verify topics, duration, meals, and breaks.

Documentation Required for Non-Registered Self-Study CE:

  • CFP Board may request the following documentation provided by the non-registered educational provider:
  • Certificate of Completion or unofficial transcript showing successful completion of program and exam score.
  • Official, detailed outline/syllabus or course description.
  • A copy of the final assessment/examination provided by the CE provider or documentation from the CE provider verifying the number of assessment/examination questions
  • Evidence of a passing score of 70% or higher.

Important Note: Non-Registered self-study CE programs must have a minimum of 5 assessment questions per hour of CE credit. Exceptions are not granted.

CLICK HERE for further clarity.

The license renewal fee is $355.

CLICK HERE to see the fee structure.

A CFP can complete 100% of the total required CE credits hours via self-study courses. i.e., a  Certified financial planner (CFP) can complete all 30 CEs via self-study courses from CFP Board-approved CE sponsors as myCPE is approved by CFP Board (Approval number 8061)..

No, certified financial planners (CFP) cannot carry over excess credit earned in a particular renewal cycle.

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.

Candidates who do not finish the CFP certification process within 12 months of passing the CFP exam begin to accrue a continuing education requirement at a rate of 15 CE credit hours per year (prorated at 1.25 CE credit hours per month). This accrual begins 13 months after passing the exam and continues until the experience and degree requirements have been met. CE accrual stops after the second of these two requirements is met, and must be completed within 6 months for the candidate to be eligible for certification.

After CE completion, the candidate has access to the ethics application and payment steps of the process.

CLICK HERE for further guidance.

Approved By

National Association of State Boards of Accountancy (NASBA)
143597
Internal Revenue Service (IRS)
GEHNZ
California Tax Education Council (CTEC)
6273
Certified Financial Planner Board (CFP)
8061
Society for Human Resource Management (SHRM)
RP5359
Human Resource Certification Institute (HRCI)
714694
FP Canada
CE17222
CFP Board (APA)
372961
Texas State Board of Public Accountancy (TSBPA)
010556
Illinois Department of Financial & Professional Regulation (IDFPR)
158002756
New York State Board of Public Accountancy (NYSPA)
002976
Association of Certified Fraud Examiners (ACFE)
Approved
National Association of Certified Valuators and Analysts (NACVA)
Approved
Institute of Management Accountants (IMA)
Approved
Institute of Internal Auditors (IIA)
Approved
Institute of Finance and Management (IOFM)
Approved
Society of Trust and Estate Practitioners (STEP)
Approved
Certified Senior Advisor (CSA)
Approved


myCPE provides courses that are approved for continuing education credits by CFP boards. Based on the guidelines issued by these boards regarding Continuing Education Requirements we recommend the programs/ webinars be suitable for CFPs specified in each webinar. However, it will be the responsibility of each attendee to ensure that they are eligible for the Continuing Education Credits based on their occupation/ job profile, knowledge requirements as well as guidelines laid down by their regulatory board before registering for the webinars. 

CLICK HERE to view the regulatory board website.

myCPE APPROVALS

Approved By
National Association of State Boards of Accountancy (NASBA) 143597
Internal Revenue Service (IRS) GEHNZ
California Tax Education Council (CTEC) 6273
Certified Financial Planner Board (CFP) 8061
Society for Human Resource Management (SHRM) RP5359
Human Resource Certification Institute (HRCI) 714694
FP Canada CE17222
American Payroll Association (APA) 372961
Texas State Board of Public Accountancy (TSBPA) 010556
Illinois Department of Financial & Professional Regulation (IDFPR) 158002756
New York State Board of Public Accountancy (NYSPA) 002976
Courses Eligible for CPE of Certified Fraud Examiner Approved
National Association of Certified Valuators and Analysts (NACVA) Approved
Institute of Finance and Management (IOFM) Approved
Society of Trust and Estate Practitioners (STEP) Approved
Certified Senior Advisor (CSA) Approved

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