We no longer offer CFP Credit for our classes however, you may submit a request to receive CFP Credit directly to the CFP Board.
Clink the link below for instructions from the CFP Board on how to do this:
CFP Non Registered Continuing Education Reporting Form
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:
- Your certificate of completion/attendance or unofficial transcript; CERTIFICATE FOR TODAY’S CLASS
- A copy of an official, detailed outline/syllabus or course description; Course Outline HANDOUT RECEIVED AT CLASS, or click on either of these links:
2020 California Partnership Outline
- 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
- 5:00PM END
Total attendance: 7hrs 40 min