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Wealth Management Continuing Education

Renew Your CFP® Certification and Professional Designations
Maintain your CFP® certification or College for Financial Planning® professional designation easily with continuing education tailored for wealth management professionals.

Choose the continuing education option that meets your renewal needs:

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    CFP® Certification Renewal

    CFP® professionals are required to earn at least 30 hours of continuing education (CE) every two years, including two ethics credits. Choose between self-study and live online courses to fulfill your CE.

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    Professional Designation Renewal

    We have all of your financial credential continuing education (CE) needs covered.

    • CFP® professionals are required to earn 30 hours of CE every two years to qualify for CFP® certification renewal, including two hours of ethics CE.

    • College for Financial Planning professional designation holders are required to earn 16 CE credits every two years.

Ways To Advance Your Financial Planning Career

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    Explore the Next Step in Your Career

    Whether you are new to financial services or a seasoned professional, College for Financial Planning®—a Kaplan Company can help you gain the knowledge, skills, and credentials to succeed at every stage of your financial planning career.

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    Trends in the Financial Planning Industry

    Gain insights into financial planning trends with our comprehensive survey. Explore a snapshot of the financial planning industry trends through the lens of working professionals.

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Ready to renew your professional designation? Here is everything you need to know about requirements and the renewal process to keep your hard-earned credential active.

Learn More

Partner With Kaplan for Education at Scale

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For Employers & Organizations

Flexible Learning Solutions for Financial Organizations

Kaplan creates flexible programs for financial organizations, offering live online, self-study, and blended learning options designed to support workforce development and compliance at scale.
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For Universities & Institutions

Education Partnerships That Give Students a Competitive Edge

Our comprehensive programs as part of your university offerings support academic success and career readiness.

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