Professional Designation Renewal Requirements
Following the initial conferment of one of the College for Financial Planning®—A Kaplan Company’s professional designations, authorization for continued use of the credential must be renewed every two years. There are four renewal requirements outlined below. For additional details, please view our policies regarding our professional designation requirements.
Click to log into your account and complete the following four steps for Professional Designation Renewal.
Requirement 1: Complete CE Credits
To maintain authorized use of the credential, designees are required to complete 16 continuing education credits* every two years with any CE provider. Ongoing CE maintains the credibility of our credentials, ensuring designees are knowledgeable on current industry trends in the financial market.
*NOTE: LUTCF® designees require 3 hours of Ethics CE credits every two years. MPAS® designees are required to have 40 CE credits every two years.
If you are still in need of CE credits to fulfill your Designation requirement, the Wealth Management Designation Renewal CE Package will provide you with relevant CE and eliminate you from being included in the required random audits of attestation statements.
Requirement 2: Comply with the Code of Ethics Components
The Standards of Professional Conduct establishes minimum standards of acceptable professional conduct for persons authorized to use one of the professional designations. The self-disclosure component requires designees to disclose any criminal, civil, self-regulatory organization, or governmental agency inquiry, investigation, or proceeding related to their professional or business conduct. Initial conferment and renewed authorization to use the designation is contingent upon the College for Financial Planning—A Kaplan Company’s review of matters that are either self-disclosed or discovered by the College and required to be disclosed.
Requirement 3: Acknowledge Terms and Conditions Statement
The Terms and Conditions statement outlines designees' rights to use the College's marks and acknowledges the rights of the College to protect the marks from unauthorized use by individuals or entities.
Requirement 4: Pay Renewal Fee
The non-refundable renewal fee is $95 per designation for a two-year period. A non-refundable late fee of $10 per designation is incurred if all renewal requirements are not completed, received, and accepted by the College for Financial Planning®—A Kaplan Company by the renewal due date. Designees holding two or more designations may elect to pay a Multiple Designation Renewal Fee of $95 and create a single renewal date for all their College designations. The $95 fee covers the renewal fee for all designations for a two-year period.
NOTE: LUTCF® designees have a $50 renewal fee, and the late fee is $15.