CFP® professionals need 30 hours of continuing education every 2 years for CFP® certification renewal, including 2 hours of ethics CE from an approved provider. As a CFP Board-approved continuing education provider, we deliver high-quality self-study CE and ethics courses.
Self-Study or Live Online Courses
Go beyond the headlines with a series of courses that take a deeper look at federal law changes under the One Big Beautiful Bill Act (OBBBA). Focused on the practical implications for financial professionals, you’ll learn how to adapt your advising approach to support clients in achieving their financial goals amidst regulatory shifts. If you hold a professional designation through the College for Financial Planning®—a Kaplan Company, courses in this series can also help satisfy the 16 continuing education credits required every 2 years to maintain authorized use of your designation.
2 hour Self-Study, Live Online, or Onsite course
Our 2-hour Ethics CE course is offered as Self-Study (6 months of access), Live Online, or Onsite course. No matter which best fits your schedule, the College reports your hours to CFP Board upon your completion of the attestation at the end of the course.
Self-Study Courses
Our Total Access CE provides 365 days of unlimited access to all courses approved for CFP® certification CE, excluding the Ethics CE course. Ethics CE is not included in this library of online education courses. If you hold a professional designation through the College for Financial Planning®—a Kaplan Company, courses in our Total Access CE can also help satisfy the 16 continuing education credits required every 2 years to maintain authorized use of your designation.
You can also add the Wealth Management Professional Assistant to your Total Access CE. This innovative AI tool is designed to enhance your client service and save you time. Simply type in your questions and get instant feedback in clear, reliable answers based on trusted content from the College for Financial Planning–a Kaplan Company.
Self-Study or Live Online Course
Our Accredited Investment Fiduciary® (AIF®) Training provides you with a fundamental understanding of the principles of fiduciary duties, the standards of conduct for acting as a fiduciary, and a process for carrying out fiduciary responsibilities. It provides 7 CE hours for CFP® certification renewal.
If you hold a professional designation through the College for Financial Planning®—a Kaplan Company, this certificate program can also help satisfy 7 of the 16 continuing education credits required every 2 years to maintain authorized use of your designation.
Self-Study Course
Our ETFs & Portfolio Construction certificate program provides an understanding of ETFs and how they can be used to develop a broad range of diversified investment portfolios that meet client needs. It provides 5 CE hours for CFP® certification renewal.
If you hold a professional designation through the College for Financial Planning®—a Kaplan Company, this certificate program can help satisfy 6 of the 16 continuing education credits required every two years to maintain authorized use of your designation.
Following the initial conferment of one of the College for Financial Planning® —A Kaplan Company’s professional certifications, authorization for continued use of the credential must be renewed every two years, including 16 continuing education credits* every two years.
Keep on top of industry trends and current hot-button financial topics while earning CE credit. College for Financial Planning®—a Kaplan Company has designed this continuing education package specifically for designees. This package includes only the courses that are relevant to you, giving you the best value without spending your time sorting through courses to determine which will qualify for wealth management CE credit. The College for Financial Planning is proud to be a CFP Board Quality CE Partner.
The package includes:
10+ wealth management courses
More than 80 hours of credit to choose from
365 days of unlimited access
Printable certificate
CE courses taken from the College are exempt from the College’s professional designation CE audits
The Accredited Investment Fiduciary® (AIF®) Training is a certificate program, whereby a certificate of completion is issued upon successful program completion. The program does not award a professional certification (i.e., a credential that demonstrates the holder's specialized knowledge, skills, and experience).
Fi360, a Broadridge Company, owns the certification mark AIF® which it authorizes use of by individuals who successfully complete initial and ongoing designation requirements.
If you are purchasing the total access CFP CE package for a Designation Renewal only, please place your order with Student Services at 1-800-237-9990 option 2.
The ETFs & Portfolio Construction program is a certificate program, whereby a certificate of completion is issued upon successful program completion. The program does not award a professional certification (i.e., a credential that demonstrates the holder’s specialized knowledge, skills, and experience).
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