In the News
CFP Board to Increase CE Requirements in 2027
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.
ThinkAdvisorMelanie Waddell
January 28, 2026