15 CE Credits
(Unnamed Event)
Hosted by CFP Board
Dates TBD Online / Virtual
Finance & Insurance
About This Event
Final certification steps for CFP® candidates who have completed education, examination, experience, and ethics requirements. Covers application fees, certification fees, authorization to use CFP® marks, initial certification periods, and continuing education reporting requirements.
Topics Covered
Ethics & Professional Conduct
Professional BoundariesScope of Practice
Leadership & Management
Practice Management / Business
Regulatory & Legal
Documentation Standards
Continuing Education
15 CE Credits
Accredited by: CFP Board
Candidates who do not finish the CFP® certification process within 12 months of passing the CFP® exam accrue a continuing education requirement at a rate of 15 CE credit hours per year (prorated at 1.25 CE credit hours per month). All certificants report CE on a 2-year cycle after initial certification.
Who This Event Is For
Industries
Finance & Insurance