For Employers of CFP® Professionals

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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

CFP Board's Continuing Education (CE) requirement is designed to increase the professional competency of CFP® professionals. Every two years, CFP® professionals must complete 30 hours of CE accepted by CFP Board, including two hours of CFP Board-approved Ethics CE that focuses on CFP Board's Standards of Professional Conduct.

CFP BOARD'S FIND A CE PROGRAM SEARCH

FAQS TO ASSIST CFP® PROFESSIONALS WITH CE

CFP BOARD-REGISTERED CE SPONSORS

Financial service firms can benefit the CFP® professionals they work with by becoming a CFP Board-registered CE Sponsor and offering in-house CE programs. CE Sponsors must submit their programs to CFP Board for review to verify the programs meet CFP Board's continuing education standards. Only those CE Sponsors who have registered programs with CFP Board may advertise that the programs have been accepted for continuing education credit by CFP Board.

LEARN MORE ABOUT CFP BOARD CE SPONSORSHIP

QUESTIONS?

Contact the CE Sponsor staff at 800-487-1497 or CESponsor@CFPBoard.org.

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Register as a CE Sponsor

Help the CFP® professionals at your firm by becoming a CFP Board-registered Continuing Education Sponsor and offering in-house CE programs accepted by CFP Board.

Learn More & Register