Certified Financial Planner
Certification, Requirements and CE Course Packages
Courses Topics and Sections include:
CFP Code of Ethics and Standards
Professional Conduct and Regulation
Estate Planning
General Principles of Financial Planning
Investment Planning
Retirement Savings & Income Planning
Risk Management and Insurance Planning
Tax Planning
CFP Board CFP Continuing Education Course Category Restrictions
If Insurance CE credit is declined at the time of course purchase, it is not guaranteed that the credit may be added later due to course delivery requirements differing from state to state. Please contact WebCE Customer Service for further questions.
What are the CE Requirements for the CFP Certification?
30 hours
Are there any subject area requirements for CFP CE?
Ethics: 2-hours of CFP Board-approved Ethics CE
Can CFP CE courses be repeated?
Courses cannot be repeated more than once in a 2 year license term.
When does CFP CE have to be completed?
The certification period expires on the last day of the renewal month every two years. The expiration date is located on the CFP Board ID card and can also be accessed by logging in at the CFP Board’s website.
Can CFP CE course hours carry over to the next renewal cycle?
Excess CE may not be carried forward to the next 2-year license term.
What is the renewal process for a CFP Certification?
Complete CE requirements including the CFP Board-approved ethics CE course
Note: The CE requirement is effective immediately upon initial certification. The number of CE hours for newly-certified CFP® certificants is prorated for the period from initial certification to the end of the initial certification period.Complete a Renewal Application every year in order to renew your CFP® certification
Pay an annual certification fee. You can pay the fee online by logging into your CFP Board account.
What are the WebCE CFP Board Certification CE course requirements?
WebCE courses are online self-study courses with non-monitored open-book final exams. Students should read through course material before taking final exam
Note: Per the CFP Board-approved Ethics CE course regulations, students must read all chapters of the online course material before taking the non-monitored closed-book exam.
Passing score: 70%
If the final exam is not passed on the first attempt, students have an unlimited number of retakes.
Note: Per the CFP Board-approved Ethics CE course regulations, if a student fails the ethics CE exam more than three times they must restart the course from the beginning.
VIEW ALL CFP CE COURSE TOPICS AND PACKAGES
