CFP Board Adds Psychology to Key Study Topics for CE Credits, Exam

By Tobias Salinger March 31, 2021 Financial Planning

More than 88,000 CFPs and thousands of financial advisors aiming to get the mark in the future have a new topic for study and continuing education: the psychology of financial planning.

The CFP Board added the category to its eight “principal knowledge topics” for 2021 — which govern CE credits effective immediately and will be assessed in the certification exam starting next year, the organization said March 30. The changes won’t affect exams that are slated for July and November and which revolve around slightly different principal topics in effect since 2015.