Pre-certification Continuing Education Requirement

Become a CFP® Professional

MAXXCAT_START

Continuing Education

Upcoming Changes to CFP Board CE Policies, Effective February 1, 2017

On November 1, 2016, CFP Board announced changes to the following Continuing Education (CE) policies that will become effective February 1, 2017:

  1. CE Credit for Designations & Licenses
  2. Changes to Teaching CE Standards
  3. Changes to Authorship CE Standards
  4. CE Credit for Authors/Instructors of CFP Board-Approved Ethics CE Programs
  5. Increase in Reporting Fee for Non-Registered CE Programs
  6. Online Self-Reporting of Non-Registered CE Programs

Read the Full Announcement of These CE Policy Changes

If you are unable to complete the CFP® certification process within 12 months of passing the CFP® Certification Examination, you begin to accrue a continuing education requirement at a rate of 15 CE 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 bachelor’s degree requirements have been fulfilled. If you have begun to accrue a pre-certification CE requirement, you may report CE hours online by logging in to your CFP Board account.

Exam Dates

Upcoming:

CFP® Certification Examination

Mar. 14–17, 2017
(Registration Deadline: Feb. 28, 2017)

Most Recent Exam:
CFP® Certification Examination
Nov. 15–19, 2016

CFP Board Candidate Forum Logo

Looking for support on your path to CFP® certification? Join a dynamic conversation with other candidates in our community site.

Join the Conversation

Find An Education Program

CFP Board
Career Center

Latest Job Postings:

The 2013 Household Financial Planning Survey shows that those with a financial plan feel more confident and report more success managing money, savings & investments than those who have not.

Employment for personal financial advisors is projected to grow much faster than the average for all occupations through 2020. Bureau of Labor Statistics

In a March 2012 survey of American consumers, 60% indicated they would benefit from the counsel of a financial planner or advisor.

If you hold one of several degrees, licenses or credentials, you can take the CFP® Exam after completing a single capstone course.

Classroom or online learning? Full-time or part-time studies? There are CFP Board-Registered Programs designed to meet your needs. 

Achieve the certification that is rapidly becoming the industry standard: CFP® certification.

Professionals who have already earned their CFP® certification have enjoyed an average income increase of 30%.

Demand for personal financial advisors is expected to grow 41% by 2016, according to Money Magazine and Payscale.com.

More clients who work with a CFP® professional are satisfied or very satisfied, compared those who work with an advisor without certification.

If you're up for the challenge of helping people achieve their financial goals, financial planning is the career for you.