how to produce cfp ce course

Why choose our CE for CFP ® courses?

Our courses allow you to learn anywhere at any time with audio-enabled content created to keep you engaged. Our CE for CFP ® certificants includes a variety of financial planning topics designed to fulfill the CERTIFIED FINANCIAL PLANNER™ Certification continuing education requirements.

How many hours of CE do CFPS have to complete?

Continuing Education Requirements CERTIFIED FINANCIAL PLANNER™ professionals are required to complete 30 hours of continuing education (CE) each reporting period: 2 hours of CFP Board approved Ethics CE and 28 hours of CE covering 1 or more of CFP Board’s Principal Topics.

How do I become a CFP® professional?

To becoming a CFP ® professional, you must: Complete a CFP Board-registered education program. Sit for the CFP ® exam. Hold or earn a bachelor’s degree from an accredited university or college within five years of passing the CFP ® exam. Demonstrate financial planning experience. Pass CFP Board’s Candidate Fitness Standards.

How many CE credits do I need to renew my CFP?

CFP ® professionals need 30 credits of continuing education (CE) every two years for CFP ® certification renewal, including 2 ethics credits from an approved provider. As a CFP Board-approved continuing education provider, we deliver high-quality self-study CE and Ethics courses.

What is CFP CE?

FINRA's e-learning library offers training on a range of compliance topics, including anti-money laundering, variable annuities and ethics—with several courses offering CFP® CE credits (0.5 – 2.0 CE credits per course)

What is the hardest CFP course?

Most examinees that have taken the certified financial planner (CFP) board exam agree that the case studies are the most difficult and important portion of the test.

How do I become CFP certified?

CFP® Certification Renewal Policies As a CFP® professional, each year you will be required to pay an annual certification fee and submit a Renewal Application, where you will confirm that you are adhering to CFP Board's Code of Ethics and Standards of Conduct to maintain CFP® certification.

What is the CFP reporting period?

CFP® professionals are required to complete 30 CE credit hours each two-year reporting period: 28.00 credit hours of General CE.

Is CFP harder than CPA?

The CFP program is also less-rigorous overall than the CPA program. CFPs do not require the same specific education and experience requirements that CPAs must have.

Is CFA harder than CFP?

Overall, the CFP program is shorter and less-rigorous than the CFA program. If you think this could be the program for you, you can learn more about CFP certification requirements here.

How long is CFP certificate valid?

one yearMaintaining CFP Certification CFP certification is valid for one year. To maintain certification, CFP professionals must renew their certification by March 31 each year. There are several requirements that CFP professionals must attest to in order to renew their certification.

Is CFP a professional degree?

Certified Financial Planner or CFP is a professional certification course offered at a duration of 6 months to 2-years. It imparts the knowledge in the field of Financial Planning and it is offered by the Financial Planning Standards Board (FPSB).

Is the CFP worth it?

It cites a sponsored study from consulting firm Aite Group that found brokerage teams that included a CFP holder generated 30 percent more revenue than teams without. Individual practitioners with certification did even better, producing 40 percent to 100 percent more than brokers without.

Which of the following convictions if any will always bar a candidate from becoming a CFP?

The following conduct is unacceptable and will always bar an individual from becoming certified: Felony conviction for theft, embezzlement or other financially-based crimes. Felony conviction for tax fraud or other tax-related crimes.

CFP BOARD CONTINUING EDUCATION QUALITY PROVIDER

WebCE is a CFP Board Continuing Education Quality Provider and has successfully met the criteria established by the Certified Financial Planner Board of Standards, Inc. We are committed to providing CFP ® professionals with continuing education content that includes the latest information and industry standards.

MULTI-CREDIT CE COURSES

Save time and money with multi-credit CE courses available from WebCE. Earn continuing education credit for a variety of license types and designations with just one CE course and one exam.

How many hours of CE is required for CFP?

CFP® professionals are required to complete 30 hours of continuing education (CE) each reporting period: 2 hours of CFP Board approved Ethics CE, and 28 hours of CE covering one or more of CFP Board’s Principal Knowledge Topics.

What is the CFP Board Continuing Education requirement?

The CFP Board Continuing Education requirement is designed to: Establish a requirement as part of a certification program that CFP® professionals must meet to maintain competence and renew their certification.

How to renew CFP certification?

The CFP Board Continuing Education requirement is designed to: 1 Establish a requirement as part of a certification program that CFP® professionals must meet to maintain competence and renew their certification 2 Require CFP® professionals to complete 30 hours of continuing education (CE) each reporting period: 2 hours of CFP Board approved Ethics CE, and 28 hours of CE covering one or more of CFP Board’s Principal Knowledge Topics 3 Allow CFP® professionals to select from among multiple continuing education options, and document how each continuing education option links to maintaining competence 4 Demonstrate specified levels of knowledge, skills, or abilities not only at the time of initial certification but throughout a CFP® professional’s career

How many hours of continuing education is required for a financial planner?

CERTIFIED FINANCIAL PLANNER™ professionals are required to complete 30 hours of continuing education (CE) each reporting period: 2 hours of CFP Board approved Ethics CE and 28 hours of CE covering 1 or more of CFP Board’s Principal Topics. The CE requirement is effective immediately upon initial certification, or 12 months after successful completion of the CFP® examination if the Experience and/or Degree requirements have not been met.

How long does it take to report CE hours to CFP?

Registered CE Sponsors are required to report CE attendance records to CFP Board within 2 weeks of program completion.

How long does CE accrual last?

This accrual begins 13 months after passing the exam and continues until the Experience and Degree requirements have been met. CE accrual stops after the second of these two requirements is met, and must be completed within 6 months for the candidate to be eligible for certification.

Do ethics programs count as CE credits?

Ethics programs that have not been approved may count for general CE credit if they meet CFP Board’s CE standards – however, non-approved ethics programs will not satisfy the Ethics CE requirement.

Fundamentals of CFP Continuing Education

The journey to becoming a Financial Planner doesn’t end with earning the CFP certification.

Why Do You Need Continuing Education Credits?

Your CFP certification is your ticket to a lucrative, fulfilling career helping clients reach their financial goals.

Recommended CFP Continuing Education Resources

Financial planners need to stay up-to-date on federal regulations, trends, and market conditions.

Conclusion

CFP Certification is a big commitment, so commit even more to maintain it.

FAQs

As a Certified Financial Planner (CFP®), you must earn continuing education credits each year.

How to become a CFP?

To becoming a CFP ® professional, you must: Complete a CFP Board-registered education program . You can choose from several options for your education. CFP Board must be notified when you’ve completed it. Many of the coursework providers can do that for you. Sit for the CFP® exam.

How long does it take to get a CFP?

Hold or earn a bachelor’s degree from an accredited university or college within five years of passing the CFP® exam. You can sit for the exam beforehand, but you need to make sure you complete your degree in that 5-year window. Demonstrate financial planning experience. This can be professional experience (6,000 hours) in relevant personal ...

How much does it cost to take the CFP exam?

The standard registration fee for the CFP® exam is $825, but there’s an early bird rate of $725, which is available until six weeks before the registration deadline. There’s a late registration fee of $925 for the two weeks before the registration deadline.

When will CFP certification be available in 2021?

April 1, 2021. With financial advising projected to be one of the top 10 fastest growing occupations, getting your CFP ® mark can help set you apart in the industry. Let’s take a look what a CFP ® professional is and what it takes to earn financial planning certification.

How many questions are asked in the Financial Planning exam?

The exam is given in a computer-based format and consists of 170 multiple-choice questions that test your financial planning knowledge in client situations. You are given the exam in two 3-hour sessions with a 40-minute scheduled break between the two sessions.