Following initial conferment of one of the College for Financial Planning's professional designations, authorization for continued use of the credential must be renewed every two years.

 

There are three renewal requirements:

 

  1. Code of Ethics
    1. Standards of Professional Conduct. The Code establishes minimum standards of acceptable professional conduct for persons authorized to use one of the professional designations.
    2. Self-Disclosure. Designees must disclose of any criminal, civil, self-regulatory organization, or governmental agency inquiry, investigation, or proceeding relating to their professional or business conduct. Initial conferment and renewed authorization to use the designation is contingent upon the College for Financial Planning's review of matters either self-disclosed or which are discovered by the College that are required to be disclosed.
    3. Terms and Conditions Statement. The Terms and Conditions statement outlines designees' rights to use the College's Marks and acknowledges the rights of the College to protect the Marks from unauthorized use by individuals or entities.
  2. Renewal Fee
    1. As part of the renewal requirements designees pay a non-refundable renewal fee for each designation being renewed. The $95 renewal fee is for a two-year period. A late fee (non-refundable) of $10 per designation is incurred if all renewal requirements are not completed, received, and accepted by the College for Financial Planning by the renewal due date.
    2. Designees holding two or more designations may elect to pay a Multiple Designation Renewal Fee of $95 and create a single renewal date for all their College designations. The $95 fee covers the renewal fee for all designations for a two-year period.
  3. Continuing Education (CE)
    1. A CE requirement begins immediately upon initial conferment of the designation. As part of the online renewal process, designees execute an electronic statement (attestation) affirming appropriate CE credits have been earned during their two-year authorization period.
    2. Designees are required to complete sixteen (16) continuing education credits (hours) per designation within the two-year authorization period. In most cases, the same course will fulfill requirements for two or more designations. MPAS® designees are required to complete forty (40) continuing education credits within the two-year authorization period.

Following initial conferment of one of the LUTCF® designation, authorization for continued use of the credential must be renewed every two years. There are three renewal requirements:

 

  1. Code of Ethics
    1. Standards of Professional Conduct. The Code establishes minimum standards of acceptable professional conduct for persons authorized to use the LUTCF® designation.
    2. Self-Disclosure. Designees must disclose of any criminal, civil, self-regulatory organization, or governmental agency inquiry, investigation, or proceeding relating to their professional or business conduct. Initial conferment and renewed authorization to use the designation is contingent upon the College for Financial Planning's review of matters either self-disclosed or which are discovered by the College that are required to be disclosed.
    3. Terms and Conditions Statement. The Terms and Conditions statement outlines designees' rights to use the College's Marks and acknowledges the rights of NAIFA to protect the Mark from unauthorized use by individuals or entities.
  2. Renewal Fee
    1. As part of the renewal requirements designees pay a $50 non-refundable renewal fee. The fee is for a two-year period. A $15 late fee (non-refundable) is incurred if all renewal requirements are not completed, received, and accepted by the College for Financial Planning by the renewal due date.
    2. LUTCF® designees who also hold one or more professional designations with the College may elect to pay a Multiple Designation Renewal Fee of $95 and create a single renewal date for all their designations. The $95 fee covers the renewal fee for all designations for a two-year period.
  3. Continuing Education (CE)
    1. A CE requirement begins immediately upon initial conferment of the designation. As part of the online renewal process, designees execute an electronic statement (attestation) affirming appropriate CE credits have been earned during their two-year authorization period.
    2. Designees are required to complete three (3) continuing education credits (hours) in the subject area of Ethics within the two-year authorization period.

 

*Designees are sent an email notice in advance of their renewal deadline. Designees will renew in the same month in which they were initially conferred the designation. The online renewal process is available to designees starting four months prior to their renewal due date.

The following documents provide details on the Professional Designation Renewal Requirements:

 

Renew Your Designation

LUTCF® Renewal Requirements

Professional Designation Renewal Requirements

Begin Renewal:

Sign in to your student account to:

  • View your designation(s) status and renewal due date
  • Update your contact information
  • Begin the online renewal process – Available four months prior to your renewal due date

Renew Your Designation

Renewal Requirements:

Designees are sent an email notice in advance of their renewal deadline. Designees will renew in the same month in which they were initially conferred the designation.

 

The online renewal process is available to designees starting four months prior to their renewal due date.

 Designation Requirements

LUTCF® Requirements

Renew Your Designation

CFP®, CERTIFIED FINANCIAL PLANNERTM, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. The College for Financial Planning does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNERTM or CFP (with flame logo)® certification marks. CFP® certification is granted only by the Certified Financial Planner Board of Standards to those persons who, in addition to completing an education requirement such as this CFP Board-Registered Program, have met its ethics, experience, and examination requirements. Earnings amounts and increases cited relate to individuals already employed in the financial services industry.  They do not constitute guarantees of future results.

 

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