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College for Financial Planning CE Requirements

Professional Designations CE

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.

CE Sponsorship

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 CE 

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.

CFP Board Sponsor No. 129

State Insurance CE

Please Note: In order to receive state insurance CE credit, a student must be enrolled in the course/program prior to June 15, 2020 and must successfully complete the course/program by December 31, 2020.

If you are currently enrolled in a course and want state insurance CE credit reported to a state but did not select state insurance CE when registering, please contact our Student Services Center at 800-237-9990 option