Pre-certification Continuing Education Requirement

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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

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


Most Recent Exam:
CFP® Certification Examination
March 20–27, 2018

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