Certified Financial Planner CPE Requirements

License Renewal Date: Biennial

CPE Reporting Period: Ends on last day of the CPA's birth month

General Requirements
  • 2 Psychology of Financial Planning CPE Hours
  • 28 Principle Topics CPE Hours (includes: General Principles of Financial Planning, Estate Planning, Tax Planning, Investment Planning, Retirement Savings and Income Planning, Risk Management and Insurance Planning, Professional Conduct and Regulation)

Half credits are accepted.

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

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