CFP CE Credits

We no longer offer CFP Credit for our classes however, you may submit a request to receive CFP Credit directly to the CFP Board. You will need to send the CFP Board a copy of your Certificate of Completion, the Course Outline Handout you received at class and pay the $25 fee and they will give you 8hrs of CFP Credit.

Here are the requirements you will need to send to the CFP Board as outlined in their attachment:

1. Your certificate of completion/attendance or unofficial transcript; CERTIFICATE FOR TODAY’S CLASS
2. A copy of an official, detailed outline/syllabus or course description; Email us for a copy of the Course Outline.
3. Either a timed agenda or verification from the sponsor of the number of classroom hours attended minus lunches, breaks, and examination time. SEE BELOW THE NUMBER OF CLASSROOM HRS ATTENDED (NO EXAM)

• 8:30am START
• 10:00am BREAK
• 10:10am RESUME
• 12pm LUNCH
• 12:30pm RESUME
• 2:00pm BREAK
• 2:10PM RESUME
• 4:30PM END

Total attendance: 7hrs 10 min

CFP CE Reporting Form (Back)