Certified Financial Planning CE Courses

Requirements for all 50 States

Continuing Education Hours

• 28 hours of CFP Board-approved credits
• 2 hours of CFP Board-approved Code of Ethics and Professional Responsibility / Financial Planning Practice Standards

Continuing Education Compliance Date
The compliance date is the last day of the renewal month. Renewal period is determined by birth month.

Types of courses accepted for CE Credit

• Independent self-study courses.
• Classroom study.

Final Exam
Self-study final exams are not required to be monitored. A 70% passing score is required for CE; 80% passing score is required for Code of Ethics and Professional Responsibility / Financial Planning Practice Standards.

Carryover Requirements
No carryover of course credits is allowed. All CE requirements must be met within the two-year renewal period.

For Additional Information please Contact:
http://www.cfp.net/downloads/RenewalCEBooklet.pdf

Certified Financial Planner Board of Standards, Inc.
Attn: Renewal
1425 K Street NW, Suite 500
Washington, DC 20005
P: 202-379-2200
F: 202-279-2299
E: mail@CFPBoard.org
www.CFP.net

Packages include:

• - Dual Credit Package - for 45.5 hours you earn 31 CFP CE and 41.5 Ins CE

Individual Courses include:

• - Ethics For Insurance Professionals Advanced
• - HIPAA for Insurance Professionals
• - Anti-Money Laundering
• - New Employee
• - 401(k)
• - CFP Board Code of Ethics
• - Life, Health, Disability and Long Term Care
• - Long Term Care
• - Medicare
• - Mutual Funds
• - Estate Planning Advanced
• - Annuities