Earn CFP Board-approved continuing education live webinars, seminars, OnDemand and online training
The CFP Board is a national nonprofit organization that promotes standards in training, ethics and certification for financial planners working around the country. The organizationís CFP program is a widely recognized certification awarded to planners who have "met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism and diligence when dealing with clients."
Ambitious financial planners can use CFP certification to attract new business and take their careers to the next level. According to a survey conducted by the organization, 85% of the respondents from upper-income households ranked the successful completion of a certification exam as very or extremely important when choosing a planner.
What Is Required to Become CFP Certified?
To become CFP certified, you must:
- Hold a bachelor's degree or higher from a recognized university and have completed coursework in topics related to key aspects of personal financial planning as identified by the CFP Board
- Have three years or 6000 hours of professional experience, or have completed a two-year (4000 hour) apprenticeship program
- Successfully pass a three-hour, 170-question exam held during three five-day periods at testing sites across the country
- Submit to a background check and sign a declaration of professional ethics
Continuing Education Courses for CFP Credential Holders
Once you have achieved CFP certification, continuing education is an important part of keeping your skills current and your registration valid. All CFP credential holders are required to complete a minimum 30 hours of training every two-year renewal period. 2.0 of these must be in a topic related to professional ethics, while the rest can be earned through any combination of approved CFP courses.
Lorman Education Services offers financial planners a number of convenient ways to earn CFP credits online. Our programming includes both live webinars and self-study options such as slideshow presentations, audiobooks, workbooks and more. Whichever way you prefer to learn, our content is easy to access from any computer or mobile device.
Incisive Training Content From Recognized Financial Experts
Continuing education is more than just a requirement of CFP certification. It's an important way to stay current on the latest laws and cultural changes that affect how you serve clients.
Lorman Education Servicesí CFP courses are developed and led by recognized personal financial experts. Our instructors are carefully chosen from some of today's leading firms, offering an informed perspective on topics such as estate planning, trust management, tax issues and more. Browse our catalog of upcoming and archived CFP courses by following the links on this page.
Accelerate Your Career With Lorman Education Services
Wherever you are in your career, whether you are currently CFP certified or studying to take the exam, Lorman Education Services offers training programs that can help you capitalize on new opportunities and do your job better. Use our training to earn CFP credits online or to brush up on important issues before becoming certified.
Register for an upcoming CFP course, download content from our OnDemand archive or purchase an All-Access Pass to start training today.