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Effective 2018, registration as a CFP Board Registered Program is maintained under a 3-year reporting cycle. All programs are assigned a cohort that will determine the program’s initial registration date and reporting deadlines yearly thereafter. Each cohort will begin on January 1, May 1, or September 1. 

Download the Reporting Schedule and Fees Guide to view when reporting materials will become available through the online portal and when program reporting is due based on cohort assignment.

QUESTIONS?
Contact REGISTEREDPROGRAMS@CFPBOARD for assistance.