Continuing Education Requirements

For CFP® Professionals

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Continuing Education Requirements

CFP® professionals are required to complete 30 hours of continuing education (CE) each reporting period - 2 hours of CFP Board approved Ethics CE and 28 hours of CE covering one or more of CFP Board’s Principal Topics. The CE requirement is effective immediately upon initial certification, or 12 months after successful completion of the CFP® examination if the Experience and/or Degree requirements have not been met.

CE hours must be earned during the CFP® professional’s current reporting period; any CE hours in excess of the requirement may not be applied to subsequent reporting periods.

CFP Board's detailed CE requirements can be found on the Continuing Education Policies page.


ETHICS CE

Ethics programs must be pre-approved by CFP Board in order to satisfy the Ethics CE requirement. Ethics programs that have not been approved may count for general CE credit if they meet CFP Board’s CE standards; however, non-approved ethics programs will not satisfy the Ethics CE requirement. 


SEARCH FOR APPROVED ETHICS CE PROGRAMS

ETHICS CE POLICIES IN DETAIL


GENERAL CE

CFP Board recommends that CFP® professionals take registered CE Programs in order to satisfy their CE requirement. CE credit may be granted for instructing or authoring CE programs as well.

SEARCH FOR GENERAL CE PROGRAMS

GENERAL CE POLICIES IN DETAIL


REPORTING CREDITS

Certificants may access up-to-date information on CE hours that have been reported to their account by logging into their secure CFP Board account at CFP.net/login.

Registered CE Sponsors are required to report CE attendance records to CFP Board within two weeks of program completion. CFP Board sends email confirmation to certificants when any CE credit is applied to their accounts.

Programs not registered with CFP Board may be reported online by the CFP® professional for consideration. A $60 non-refundable reporting fee is required for each non-registered course a CFP® professional submits for review. Non-registered CE course reviews will be completed within 3-5 business days of submissions.

LEARN MORE ABOUT REPORTING CE CREDITS


CE REQUIREMENTS FOR CANDIDATES

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.

LEARN MORE ABOUT PRE-CERTIFICATION CE REQUIREMENTS

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