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CFP Board’s Proposed Changes Will Make It Tougher—and Easier—to Get and Keep a CFP. Here’s How.
Some of the changes would tighten the requirements for aspiring CFPs, and some would offer more flexibility. Here are some of the highlights of the CFP Board’s proposal: Continuing education ...
Investopedia6y
How to Keep Up With Your Continuing Education
For example, a stockbroker who is also a certified financial planner® (CFP®) must fulfill a number of CE requirements, including: The FINRA-approved regulatory element is divided into ...
Financial Advisor7y
CE Webcast Reporting
If you have already registered to complete and report CE credits with us ... (Note: You will need to supply your ID# generated from the CFP Board or IMCA.) 4. Once you are logged in to your ...