Certified Financial Planner CPE Requirements

License Renewal Date: Biennial

CPE Reporting Period: Last day of birth month in odd/even year based on birth year

General Requirements
  • 2 CFP Board Standards of Professional Conduct CPE Hours
  • 28 Principle Topics CPE Hours (includes: General Principles of Financial Planning, Estate Planning, Income Tax Planning, Investment Planning, Retirement Planning, Insurance Planning, Interpersonal Communication, Professional Conduct and Fiduciary Responsibility)

Other Requirements
  • To track your CPE Compliance, please enter your birth date.
    If Yes:

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