Designees are sent an email notice in advance of their renewal deadline. Designees
will renew in the same month in which they were initially conferred the designation.
The online renewal process is available to designees starting four months prior
to their renewal due date.
Following initial conferment of one of the College for Financial Planning's professional
designations, authorization for continued use of the credential must be renewed
every two years. There are three renewal requirements:
Code of Ethics
Standards of Professional Conduct. The Code establishes minimum
standards of acceptable professional conduct for persons authorized to use one of
the professional designations.
Self-Disclosure. Designees must disclose of any criminal, civil,
self-regulatory organization, or governmental agency inquiry, investigation, or
proceeding relating to their professional or business conduct. Initial conferment
and renewed authorization to use the designation is contingent upon the College
for Financial Planning's review of matters either self-disclosed or which are discovered
by the College that are required to be disclosed.
Terms and Conditions Statement. The Terms and Conditions statement
outlines designees' rights to use the College's Marks and acknowledges the rights
of the College to protect the Marks from unauthorized use by individuals or entities.
As part of the renewal requirements designees pay a non-refundable renewal fee for
each designation being renewed. The renewal $95 fee is for a two-year period. A late
fee (non-refundable) of $10 is incurred if all renewal requirements are not completed,
received, and accepted by the College for Financial Planning by the renewal due date.
Designees holding two or more designations may elect to pay a Multiple Designation
Renewal Fee of $95 and create a single renewal date for all their College designations.
The $95 fee covers the renewal fee for all designations for a two year period. If
choosing this option, a
hard copy renewal application form
must be used.
Continuing Education (CE)
A CE requirement begins immediately upon initial conferment of the designation.
As part of the online renewal process, designees execute an electronic statement
(attestation) affirming appropriate CE credits have been earned during their two-year
Designees are required to complete sixteen (16) continuing education credits (hours)
per designation within the two-year authorization period. MPASSM designees are required
to complete forty (40) continuing education credits within the two-year authorization
Log in to your account to:
View your designation(s) status and renewal due date
Update your contact information
Begin the online renewal process – Available four months prior to your renewal
The following documents provide details on the Professional Designation Renewal
The College for Financial Planning does not certify individuals to use the
CFP®, CERTIFIED FINANCIAL PLANNERTM and
CFP® certification is granted solely by Certified Financial Planner Board of Standards Inc. to individuals who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met ethics, experience and examination requirements.