Student Professional Certification Resources
Renewing your hard-earned credentials is simple and takes less than 10 minutes. By renewing you will avoid late fees or possible suspension of your certification or designation. Designations are eligible for renewal beginning 120 days prior to the expiration date.
Following the initial conferment of one of the College for Financial Planning®—A Kaplan Company’s professional certifications and designations, authorization for continued use of the credential must be renewed every 2 years. Renewal requirements can be found in the Academic Catalog or by visiting the designation renewal requirements webpage.
Certification or Designation Grievances
Individuals authorized to use one of the College for Financial Planning’s professional designations are subject to a disciplinary process. Complaints against a designee may be filed by a designee’s client, employer, or any other individual with whom the designee has established a formal business engagement for purposes of providing asset management, retirement planning, or financial planning services to that individual.
The College for Financial Planning investigates all complaints and its Ethical Conduct Committee determines whether allegations are justified and whether the conduct warrants disciplinary action.
Renew a Certification or Designation
Complete your renewal online by logging into your student account. If you require assistance with the process, please contact the Student Support Department at 800-237-9990.
Relinquish a Designation
If you need to voluntarily relinquish your certification or designation from the College, please complete the designation relinquishment form.