For CFP® Professionals

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Certification Renewal

CFP® professionals must complete ongoing certification requirements in order to maintain certification. These requirements may be completed online by logging in to CFP Board's website. All requirements must be completed by the expiration date in order to avoid certification expiration and a late fee of $75. All fees are non-refundable.

CFP® certification expires on the last day of the month indicated by the certification period. The expiration date is located on the CFP Board ID card and can also be accessed by logging in to CFP Board's website.

Annual Certification Fee Payment

To maintain CFP® certification, CFP® professionals pay an annual certification fee of $325. In years when renewal may be completed solely with payment of the annual certification fee, CFP® professionals can pay the fee online by logging in to CFP Board's website.

Approximately 6 weeks prior to the deadline for the annual certification fee payment, CFP® professionals will begin receiving notices and reminders alerting them to the requirement and providing instructions for submitting payment.

The annual certification fee, in conjunction with other sources of revenue including exam fees, supports the operations of CFP Board in fulfilling its mission statement and objectives. Some of these activities include protection of the CFP® certification marks; enforcement of CFP Board's Standards of Professional Conduct; educating the public about the CFP® marks; and development and administration of the CFP® Certification Examination.

The annual certification fee is non-refundable, and CFP Board's acceptance of a fee payment does not guarantee or imply that an individual's certification will be maintained. All applicable certification requirements must be completed to maintain CFP® certification.


Renewal: Continuing Education, Certification Application, Annual Certification Fee Payment

Every two years, in addition to paying the annual certification fee, CFP® professionals must also complete the continuing education (CE) requirement and submit a Certification Application, which includes an Ethics Declaration.

These three renewal requirements are completed in the following order:

  1. Continuing Education (CE)
    The CE requirement is effective immediately upon certification and involves completing 30 hours of continuing education (CE) accepted by CFP Board (including completion of 2 hours from a CFP Board-approved program on CFP Board's Standards of Professional Conduct). CE hours for new CFP® professionals are prorated into the two-year cycle based on their renewal month. Information about your specific CE requirements can be obtained by logging in to CFP Board's website, where you may also report the CE hours you have completed.

    All reported CE hours must be processed by CFP Board on or before the expiration date of the two-year period in order to avoid certification expiration.
  2. Certification Application
    CFP® professionals must properly complete a Certification Application every two years in order to renew CFP® certification. After the CE requirement has been satisfied, the Certification Application may be completed by logging in to CFP Board's website.

    Along with contact and demographic information, an important part of the form is the acknowledgement of voluntary adherence to the terms and conditions of certification with CFP Board. The Certification Application also involves completing a statement disclosing any involvement in criminal and civil proceedings, inquiries or investigations, bankruptcy filings, internal reviews and customer complaints. CFP Board monitors CFP® professionals' ongoing compliance with its ethical standards in addition to investigating consumer complaints, reviewing reports from other regulatory bodies and the press, and searching FINRA's Central Registration Depository system.

    If it appears that a CFP® professional may have violated CFP Board's Code of Ethics and Professional Responsibility (Code of Ethics), Rules of Conduct or Financial Planning Practice Standards (Practice Standards), CFP Board has the right to investigate the individual's alleged behavior according to the Disciplinary Rules and Procedures. If it is found that the individual is in violation of the Code of Ethics, Rules of Conduct or Practice Standards, CFP Board may impose discipline ranging from a private letter of censure or public admonition to suspension or revocation of the right to use the CFP® marks. CFP Board reserves the right to verify the accuracy of the completed statement and routinely conducts audits to ensure compliance with disclosure requirements.
  3. Annual Certification Fee

    CFP® professionals pay an annual certification fee of $325. In years when renewal requirements include the CE requirement and Certification Application, the annual certification fee payment is made online following completion of the Certification Application. CFP® professionals can pay the fee online by logging in to CFP Board's website.

    The annual certification fee, in conjunction with other sources of revenue including exam fees, supports the operations of CFP Board in fulfilling its mission statement and objectives. Some of these activities include protection of the CFP® certification marks; enforcement of CFP Board's Standards of Professional Conduct; educating the public about the CFP® marks; and development and administration of the CFP® Certification Examination. 

    The annual certification fee is non-refundable, and CFP Board's acceptance of a fee payment does not guarantee or imply that an individual's certification will be renewed. All applicable renewal requirements must be completed to renew CFP® certification.

CFP Board sends several reminders to CFP® professionals in the months and weeks before the certification expiration date, with approximate notification dates listed in the chart below. These reminders alert CFP® professionals to certification expiration dates and assessment of the late fee if the certification is not renewed on time. CFP® professionals are encouraged to complete their certification requirements online, or they can contact CFP Board for printed forms or instructions and information on maintaining certification.


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Review Additional Details about CFP Board’s Continuing Education Standards

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