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To continue using the CFP marks, CFP certificants are required to renew their certification annually. The recertification requirement further assures the public that CFP certificants have maintained their technical competence and ethical commitment.

For recertification, CFP certificants are required to :

  • complete a minimum of 15 hours of continuing education credits (2 of which must be obtained from continuing education programs on compliance or ethics) every year in order to stay up-to-date with developments in the financial planning profession; and
  • agree to abide by the IFPHK’s Code of Ethics and Professional Responsibility, fulfilling the ethical responsibilities to the public, clients and employers.

In addition, they must report to the IFPHK any public, civil, criminal or disciplinary actions that may have been taken against them during the previous year as part of the renewal process.

For details, you may refer to the CFP Certification Renewal Policy and Guidelines on Continuing Education Requirements.

Downloads:
CFP Certification Renewal Application Form
CFP Certification Reinstatement Form