Each CFP^CM certificant must complete a minimum of 15 hours of continuing education every year, to stay current with developments in the financial planning profession and better serve clients.

In addition, all CFP^CM certificants must agree to voluntarily disclose any public, civil, criminal or disciplinary actions that may have been taken against them during the previous year as part of the renewal process.

Only certain continuing education programs will be recognized as fulfilment of the requirements which include attendance of seminars, conferences, workshops and discussion meetings, working in the relevant fields as a presenter, instructor or committee members in professional organizations, or research or preparation for meetings and technical reading.

For more info, please read the Guidelines on Continuing Education Requirements.