Frequently Asked Questions

• Which organizations approve CE Credits?
• How do I know I have passed?
• If I fail, can I take the test again?
• Can CE Credits be applied to other designations?
• Why do you need my CFP license number?
• When are new CE Credits available?
• If I do not receive e-mail confirmation of the result, what should I do?

• Which organizations approve CE Credits? CE Credits are through the CFP Board of Standards. Credits count under CFP Board subject A: financial planning process/general principles.
• How do I know I have passed? Our website automatically displays a 'thank you' page with the results of your test. You will also be notified of the result by e-mail.
• If I fail, can I take the test again? Yes. You are allowed to take the test as many times as you would like.
• Can CE Credits be applied to other designations? Rules vary, depending upon the designation. Generally, a number of designations will accept CFP Board of Standard-approved CE credits as part of their ongoing CE requirements, but it is best to check with them first.
• Why do you need my CFP license number? This allows us to notify the CFP board that you have successfully completed the test.
• When are new CE Credits available? A new test is posted in the first week of every month.
• If I do not receive e-mail confirmation of the result, what should I do? Contact our customer service department at 1.800.221.1809