In order to enrich and develop the professional knowledge and skills of financial planners and ensure the continuous competence of CFP series holders, AFP continuing education system is formulated. The specific details are as follows: requirements for continuing education hours
The new method stipulates that CFP series holders must complete at least 30 hours of continuing education within the validity period, including no less than 4 hours of compulsory courses. The specific requirements are as follows:
Introduction of AFP continuing education system
The holder shall continue to receive education and study during each certificate declaration period. Those who do not meet the requirements of continuing education hours cannot be re-certified. The holder who needs to restore the validity of the certificate when the certificate expires must also submit an application for the validity of the certificate to the Standards Committee after completing the above requirements for continuing education hours.
Contents and forms of continuing education
1. required course: refers to the course that the holder must complete the required class hours within the validity period of the qualification certificate, including but not limited to various institutional documents issued by FPSB and Standards Committee. The new method stipulates that the holder must complete four hours of compulsory courses in each certificate declaration cycle.
2. Elective course: a self-study course recommended or recognized by the Standards Committee and studied by the holder within the validity period of the qualification certificate. The new method stipulates that the holder can participate in the following forms of elective courses: (1) continuing education activities organized by the standards Committee; (2) Continuing education activities provided by continuing education institutions authorized by the Standards Committee; (3) professional forums, seminars and academic reports organized or recognized by the Standards Committee; (4) The study and activities of relevant contents organized by the unit where the holder works with the approval of the bid evaluation committee; (five) as a lecturer or speaker at the financial management training seminar organized by the Standards Committee or an organization authorized by the Standards Committee; (6) Complete professional works or papers related to financial management, and make them public or published; (7) Participate in on-the-job education or academic education of financial management related majors; (8) Other forms recognized by the bid evaluation committee.
Inquire about the entrance of continuing education hours? Log in to CFP series examination registration certification system → continuing education → time declaration.
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