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.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

 

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.
  • For an MNCPA conference: If you signed up for CFP® credit and provided your CFP® number, the MNCPA will report your continuing education credits to the CFP Board within two weeks after the event.
  • For an MNCPA seminar: If you signed up for CFP® credit and provided your CFP® number, the seminar vendor organization will report your continuing education credits to the CFP Board.
  • 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 or email customerservice@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 or email customerservice@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 or email customerservice@mncpa.org.

Programs with Certified Financial Planner (CFP) credits

New Jack Surgent Presents...New Tax Law: Valuable Strategies for Year-End Individual and Small-Business Tax Planning (Webinar) (WSJSTS06)
12/12/1812 - 3:30 p.m.Online4 CPEAdd
Social Security, Medicare and Prescription Drug Retirement Benefits: What Every Baby Boomer Needs to Know (SSRB)
12/13/188:30 a.m. - 4:30 p.m.Bloomington, MN8 CPEAdd
Surgent's Estate and Life Planning Issues for the Middle-Income Client (Webinar) (WSPMIC02)
12/13/188 a.m. - 4 p.m.Online8 CPEAdd
New Jack Surgent Presents...New Tax Law: Valuable Strategies for Year-End Individual and Small-Business Tax Planning (Webinar) (WSJSTS07)
12/18/1812 - 3:30 p.m.Online4 CPEAdd
The Best Individual Income Tax Update Course by Surgent (Webinar) (WSBITU29)
12/18/188 a.m. - 4 p.m.Online8 CPEAdd
Surgent's Tax Forms Boot Camp: LLCs, Partnerships and S Corporations (Webinar) (WSTFBC06)
12/20/1810:30 a.m. - 6:30 p.m.Online8 CPEAdd
New Surgent's Choosing the Right Business Entity Post-Tax Reform (Webinar) (WSCETA12)
12/21/189 - 11 a.m.Online2 CPEAdd
The Best Individual Income Tax Update Course by Surgent (Webinar) (WSBITU30)
12/21/188 a.m. - 4 p.m.Online8 CPEAdd
Surgent's Individual and Financial Planning Tax Camp (Webinar) (WSIFCP20)
12/26/188 a.m. - 4 p.m.Online8 CPEAdd
New Jack Surgent Presents...New Tax Law: Valuable Strategies for Year-End Individual and Small-Business Tax Planning (Webinar) (WSJSTS08)
12/27/1812 - 3:30 p.m.Online4 CPEAdd
The Best Individual Income Tax Update Course by Surgent (Webinar) (WSBITU31)
1/2/198 a.m. - 4 p.m.Online8 CPEAdd
Surgent's Estate and Life Planning Issues for the Middle-Income Client (Webinar) (WSPMIC03)
1/4/198 a.m. - 4 p.m.Online8 CPEAdd
Surgent's Individual and Financial Planning Tax Camp (Webinar) (WSIFCP21)
1/8/198 a.m. - 4 p.m.Online8 CPEAdd
Tax Forms Boot Camp: LLCs, Partnerships and S Corporations (TFBC)
1/16/198:30 a.m. - 4:30 p.m.Bloomington, MN8 CPEAdd
The Best Individual Income Tax Update Course by Surgent (Webinar) (WSBITU32)
1/18/198 a.m. - 4 p.m.Online8 CPEAdd
The Best Individual Income Tax Update Course by Surgent (Webinar) (WSBITU33)
1/24/198 a.m. - 4 p.m.Online8 CPEAdd
Surgent's Tax Forms Boot Camp: LLCs, Partnerships and S Corporations (Webinar) (WSTFBC07)
1/28/198 a.m. - 4 p.m.Online8 CPEAdd
Surgent's Tax Forms Boot Camp: LLCs, Partnerships and S Corporations (Webinar) (WSTFBC08)
1/30/198 a.m. - 4 p.m.Online8 CPEAdd
Surgent's Individual and Financial Planning Tax Camp (Webinar) (WSIFCP22)
1/31/198 a.m. - 4 p.m.Online8 CPEAdd
The Best Individual Income Tax Update Course by Surgent (Webinar) (WSBITU34)
2/6/198 a.m. - 4 p.m.Online8 CPEAdd
Surgent's Tax Forms Boot Camp: LLCs, Partnerships and S Corporations (Webinar) (WSTFBC09)
2/14/198 a.m. - 4 p.m.Online8 CPEAdd