Certified Financial Planner (CFP®) Continuing Education

Please note: Information contained on this page is subject to change without notice. For complete and current information, refer to the Certified Financial Planner Board of Standards, Inc. (CFP Board) website.

General information

• CFP credit approval is granted by the CFP Board.
• One CFP hour = 50 minutes (equivalent to a CPE hour).
• For conferences, CFP credit approval is session-specific.

More information on CFP requirements

How to receive CFP credit if it is offered by the MNCPA

• Sign in at the registration desk on the CFP sign-in sheet and provide your CFP number. It is necessary that you provide an accurate CFP number to receive CFP credit.
• For conferences with multiple breakout sessions, you must register for and attend approved sessions. You are welcome to attend sessions that have not been approved for CFP, but you will not receive CFP credit for those sessions.
• If you signed up for CFP credit and provided your CFP number, the MNCPA will report your continuing education credits to the CFP Board one to two weeks after the event.
• After the CFP Board has processed your continuing education credits, an email will be sent to you from the CFP Board showing the number of credits earned. 
  

 

How to apply as an individual for CFP credit

If the MNCPA does not offer CFP credit for a seminar or conference you can report continuing education individually with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board.

The MNCPA can provide you with the following documentation to aid you in reporting credits to the CFP Board:

For a conference:

• Transcript (certificate of attendance)
  • For single-track conferences you can print your official transcript directly from the MNCPA website.
  • For conferences with multiple breakout sessions you will need a transcript showing all of the sessions you attended. To request your transcript call 952-831-2707 (option 1), or email registrations@mncpa.org.
• Conference brochure including the following information:
  • Date
  • Location
  • Sponsor information
  • Session titles and descriptions
  • Speaker biographies

To request an electronic copy of the conference brochure call 952-831-2707 (option 1), or email registrations@mncpa.org.

For a seminar:

• Transcript (certificate of attendance). You can print an official transcript directly from the MNCPA website.
• Summary of the seminar details, including the following information:
  • Date
  • Time
  • Location
  • Sponsor Information
  • Course title, description and major subjects
  • Speaker name, contact information and biography
    

To request a copy of the seminar details call 952-831-2707 (option 1), or email registrations@mncpa.org.

Programs with Certified Financial Planner (CFP) credits

There are currently no MNCPA programs offering these credits.