If you hold a Certified Financial Planner (CFP) professional designation, you may request a certificate for courses you have taken and exams you have already passed for insurance CE credit.
To order the CFP Certificate:
1. You must hold a CFP professional designation
2. You must have passed the exam for the course chosen. (for those who attempt the CFP Ethics exam a passing score is at least 80%).
3. You must provide your CFP # in the space provided.
4. You must pay $10 per certificate.
If you do not hold a CFP professional designation and do not need any type of CE other than insurance, please do not order a CFP certificate.
There are no refunds for certificates ordered by mistake!
CFP certificates and credits are reported to the CFP board as well as emailed to you twice a month. If you have additional questions refer to the Help Center or send us a question from the link on the product detail page, or use Live Help at the top right hand side of the page.