News & Events

MAXXCAT_START

CFP Board in the News

CFP Board Floats Big Increase in CE Hours, Adding Practice Management

Aug 20, 2012

Following Six-Month Review of its Current Continuing Education Requirements, Board Proposes Significant Changes

The CFP Board announced Friday a proposal of new rules on the continuing education requirement for CFP® certificants, including a jump from 30 required hours of CE every two years to 40 hours."

In addition, under the proposed rules the Board would, for the first time, provide CE credit for practice management education, granting up to four CE hours for practice management education or pro bono work.

The Board said in a statement that the higher number of required hours came about from a "comprehensive review" of the current CE required of CFP® [professionals] by the Board's Council on Education, was "consistent with recommendations" from the Board's 2007 and 2008 Education Task Forces, and remained "consistent with or below similar requirements for established professions and comparable designations." Read more >

AdvisorOne
James J. Green
August 20, 2012

Speaker's Bureau
CFP Board’s leadership and representatives are available for interviews and speaking engagements on personal finance, the financial planning profession, CFP Board and the CFP® designation.

Did You Know?

Among clients who work with an advisor, 87% of those working with a CFP® professional are satisfied or very satisfied, compared with 72% of those who work with an advisor without certification.
Anyone can call himself a “financial planner.” Only professionals who meet CFP Board’s rigorous standards can call themselves CERTIFIED FINANCIAL PLANNER™ professionals.
The 2013 Household Financial Planning Survey shows that those with a financial plan feel more confident and report more success managing money, savings and investments than those without a plan.
Let's Make A Plan
Don't address your finances individually. Pull your finances together with the help of a CFP® professional.