Certified Financial Planners Ce

Written by Helen Glenn Court
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Just as with any other licensed profession, the goal of certified financial planners CE is for the profession to maintain a high standard of competency. No matter how busy you are with this demanding but highly rewarding career, you must earn the 30 credits required for CFP license renewal each year. This period is calculated on the basis of the calendar year that begins January 1. Credits may be earned in a classroom setting, whether traditional or online, but there are other possibilities--among them, seminars, conferences, teaching, and publishing.

Excess credits--those above and beyond the 30--cannot be carried over to the next year. The only instance that might be considered an exception to this rule are the credits earned from a class that is spread over a two-year program. Such credits, however, are prorated to the year in which they're taken.

Of the 30 required certified financial planners CE credits, 20 must be in technical areas. The remaining 10 required credits can be, but need not be, more general in scope. Among the topics are risk management, investments, and tax planning. You will be relieved to know that there are some 300 institutions nationwide that offer accredited programs offering both distance and traditional classroom study. You'll therefore have a wide choice of courses.

Certified Financial Planners CE: Exemptions

Exemption from the certified financial planners CE requirements is granted in certain limited circumstances. The first instance is the single calendar year of maternity/child care leave that may be granted. The second instance is medical or disability leave, which must be applied for on an annual basis.


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