General CE Information

Online CE Courses, Packages and Subscriptions

Payments and fees for CE Courses, packages and subscriptions are nonrefundable. Students have one year from the purchase date to successfully complete the courses. You must achieve a score of 70% or higher (80% for CFP Board's Code of Ethics course) 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.

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 your computer hard drive 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. See the section tabs for more details.

  • CFP Board Sponsor No. 129
  • State Insurance CE Sponsor No.'s – provided on CE certificates of completion

CFP Board CE

As a CFP Board-Registered CE and Code of Ethics Sponsor, the College for Financial Planning offers a wide variety of high-quality CE Courses that can satisfy CFP® certificants' entire CE requirement - including the mandatory 2 hours of CFP Board-approved Code of Ethics. The College conveniently reports CE credit directly to CFP Board each week following your successful completion of a course. You must achieve a score of 70% or higher (80% for CFP Board's Code of Ethics course) on the end-of-course assessment to successfully pass the course. The last four digits of your Social Security number must be on file with the College in order for CE credits to be reported to CFP Board on your behalf.

CE Credit Charts

College for Financial Planning Designations

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.

State Insurance CE

Information related to state insurance CE can be viewed on eCampus.