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CFP Board to Increase CE Requirements in 2027

By Melanie Waddell January 28, 2026 ThinkAdvisor

With new competency standards updates, CFP Board announced it has added the Certified Investment Management Analyst® (CIMA®) certification as an approved credential. Competency is not measured by the CFP® exam alone, but rather by completing all four certification requirements: education, examination, experience and ethics.

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ThinkAdvisor
Melanie Waddell
January 28, 2026