Learning Partner

Professional Responsibility Courses

As a CFP® Certificant, you are required to obtain 2 CE credits in the Professional Responsibility category each year. The courses listed below provide credits in this category. If you are a CFP Certificant and have already obtained your Professional Responsibility credits for the current year, you can record the successful completion of one of these courses as 2 CE credits in the Financial Planning category.

QAFP® Certificants only require 1 CE credit in this category. If you are a QAFP Certificant, you can record the successful completion of each of these courses as 1 CE credit in the Professional Responsibility category, and 1 CE credit in the Financial Planning category (or 2 CE credits in the Financial Planning category if you already have your PR credits for the year)

Note that even though these courses have "2022" in their titles, you can use them to satisfy your 2023 Professional Responsibility requirements.