BUILD YOUR SKILLS WITH OUR PARTNERS
CFP® Continuing Education Starts Here
- CFP Board-Approved |
- Trusted Providers |
- Cross-Certification Compliant
Expert-Led CFP® Continuing Education
Earning your CFP® certification is just the beginning—maintaining it means staying current with continuing education, as required by the CFP Board.
BIF worked with our partners, STC and Becker, to make it easy for you to find CFP® CE courses that meet your requirements while helping you build valuable skills.
Earn CE with Becker
Becker offers approved CE courses covering tax, estate planning, and investment planning.
- IRS-approved courses for EAs
- NASBA-approved courses for CPAs
- Both on-demand and live webcasts
Earn CE with STC
STC offers approved CE courses covering professional conduct and regulation as well as investment products, strategies, and standards.
- NASAA-approved courses for IRAs
- Convenient, 1.0 credit courses
Meeting Your CFP® Continuing Education Requirements
CFP Board requires you to earn 30 hours of approved continuing education every two years. Of those hours, two must be in ethics, the other 28 must be related to these Knowledge Topics:
- General Principles of Financial Planning
- Professional Conduct & Regulation
- Estate Planning
- Investment Planning
- Retirement Savings & Income Planning
- Risk Management & Insurance Planning
- Tax Planning
- Psychology of Financial Planning
By taking courses through Becker and STC, you can earn CFP® that is both Board-approved and can meet the requirements of your other credentials, including a CPA license, EA credential, or IAR license.