Pre-certification Continuing Education Requirement

Become a CFP® Professional

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Continuing Education

Changes to CFP Board CE Policies
Effective October 1, 2018

  1. Self-Study Program Assessment Requirement
  2. Changes to Calculation of CE Credit Hours for Non-Registered Self-Study Programs
  3. Changes to CE Audit Procedures

Read the Full Announcement of These CE Policy Changes

Candidates who do not finish the CFP® certification process within 12 months of passing the CFP® examination begin to accrue a continuing education requirement at a rate of 15 CE credit 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 Degree requirements have been met. CE accrual stops after the second of these two requirements is met, and must be completed within six months for the candidate to be eligible for certification.  After CE completion, the candidate has access to the Ethics application and payment steps of the process.

Exam Dates

Upcoming:


Most Recent Exam:
CFP® Certification Examination
November 6–13, 2018

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Employment for personal financial advisors is projected to grow much faster than the average for all occupations through 2024. 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 30 percent through 2024, according to the Labor Department.

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.