May 9, 2008
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Maintaining Certification

Continuing Education

Continuing Education (CE) is an obligation that every CFP professional must meet in order to retain his or her CFP license. In this section, learn more about these requirements. Continuing Education >>

Ethics

The CFP Code of Ethics is one of the cornerstones of CFP professional conduct. Be aware of your obligations and responsibilities in this section. Ethics >>

Licensing

All CFP professionals must re-license on an annual basis, or license initially after completing all requirements for CFP certification. This section explains all licensing requirements. Licensing >>

Marks Use

A CFP professional's use of the CFP marks identifies that he or she has met the rigorous ethics, competency and professional practice standards of the FPSC. Please use them correctly by following this guide. Marks Use >>

Practice Standards

To ensure consistency of delivery of financial planning services, FPSC has developed standards of performance - or practice standards - for CFP professionals to follow when engaged in financial planning. Practice Standards >>