All of the College's programs, courses, and CE products are applicable toward the College's designation CE requirements. CE courses taken from the College are exempt from the College's professional designation CE audits. You have one year from the purchase date to successfully complete the courses. You must achieve a score of 70% or higher on the end-of-course assessment to successfully pass the course. You have two attempts to pass the final exam. If the second testing attempt is unsuccessful, you will need to repurchase the course. Payments and fees for CE courses, packages, and subscriptions are non-refundable.
You will be allowed access to the course content for as long as you remain active in the course and for a period of one year following the completion of the course. You are encouraged to download all course content files to prevent losing access to these resources.
The College for Financial Planning is a registered CE sponsor with CFP Board and most state insurance departments that require sponsor registration. The College's CE sponsorship status, the amount of CE credit awarded for each course, and the requirements for obtaining CE credits are all subject to change without notice. Final authority to accept or deny CE credit resides with the governing organization. All credits are registered as self-study unless otherwise noted.
CFP Board Sponsor No. 129
The College is a CFP Board-Registered CE and Code of Ethics sponsor. The College will report CE credit directly to CFP Board within 7 days following your successful completion of a course, provided the last four digits of your Social Security number or your CFP Board ID number are on file. You must achieve a score of 70% or higher on the end-of-course assessment to successfully pass the course.
Important: Upcoming Change to CFP Board CE Requirements (Effective Q4 2027)
CFP Board has approved updates to its Competency Standards that increase the CE requirement for CFP® certification renewal. These changes are being phased in between Q2 2026 and Q4 2027, and are not retroactive.
CE hours are increasing from 30 to 40 per 2-year cycle. Effective for renewal cycles beginning after Q4 2027, CFP® professionals must complete 40 hours of CE every two years, consisting of 38 hours of General CE and 2 hours of CFP Board Ethics CE (the Ethics CE requirement itself is unchanged). Up to 5 hours of the General CE may be in practice management.
CE carryover introduced. Starting with renewal cycles beginning after Q4 2027, up to 10 excess General CE hours may be carried over into the next 2-year cycle. Ethics CE hours cannot be carried over.
Mandatory CE on high-impact topics. Beginning Q4 2027, CFP Board may designate mandatory CE topics in response to significant changes in laws, tax codes, or regulations affecting the financial planning profession.
These changes apply to a CFP® professional's first full 2-year renewal cycle that begins on or after the Q4 2027 effective date — current 30-hour requirements remain in place for any cycle that begins before then. Students should confirm their own renewal cycle dates and monitor CFP Board's Competency Standards page for further guidance, as CFP Board has indicated it will provide additional transition resources ahead of each effective date.
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