CE REQUIREMENTS FOR CERTIFIED FINANCIAL PLANNERS (CFP)

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. 

• No. of Credits: 30 credits of continuing education (CE) every two years
• Minimum Requirements: There is no minimum requirement of credits / year
• Carry Forward of the credits: Not Allowed
• CE Reporting: All reported CE hours must be processed by CFP Board on or before the expiration date of your two-year period in order to avoid certification expiration.

• 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.
• CLICK HERE to view the ethics webinar for CFP. 

Candidates for CFP® certification can receive CE credit for completing:

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

CLICK HERE to view our CE programs registered with CFP Board.

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

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 to 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 requirement as well as guidelines laid down by their regulatory board before registering for the webinars. CLICK HERE to view regulatory board website.