License renewal and continuing education requirements

CFP® · CFA · ChFC License Renewal & CE Requirements

Financial planning designations including CFP®, CFA, and ChFC require ongoing continuing education to maintain certification. These credentials demonstrate expertise in financial planning, investment analysis, and advanced financial advisory services.

LicenseReminder™ helps cfp® · cfa · chfc professionals track license expiration dates, state-specific CE requirements, renewal deadlines, and approved education providers in one place.

Stay ahead of cfp® · cfa · chfc renewal requirements

  • Track your renewal deadline and license status.
  • Understand the CE hours and renewal period that apply to your credential.
  • Find approved CE providers when it is time to complete your education.
  • Get reminders before your license expires.