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The CFP Board imposes continuing education requirements to ensure that financial planning professionals are up to date on the latest regulations, standards and trends in the industry. Ethics is ...
Insurance continuing education, CFP, CPA and CLU/ChFC usually have a set credit hour requirement for a period of year(s), sometimes with specific hour requirements for special topics including but not limited to ethics, long term care and other topics. Since late 1990s, all states allow insurance continuing education classes to be taken on-line.
The Accrediting Council for Continuing Education and Training is a private, non-profit organization in the United States that provides national accreditation to private, post-secondary educational institutions offering non-collegiate vocational, avocational and English-language training which may be approved to award validated CEUs, certificates and/or an Occupational Associates Degree.
Annually, The American College educates approximately 40,000 students, mainly through distance education. Members can use the CLU designation after their names, as seen in this circa 1950s postcard. The institution was founded as The American College of Life Underwriters in 1927 by Solomon S. Huebner of the Wharton School at the University of ...
CFP Board has continued to execute similar campaigns every year since, launching its latest iteration in March 2023. [39] The organization has spent more than $150 million on the campaign over the last 10 years. [40] As part of these public awareness efforts, CFP Board launched a consumer education website called LetsMakeAPlan.org in 2011. [41]
Each year, thousands of freshly certified financial planner (CFP) professionals enter the industry. In 2022, more than 9,600 new certificates were issued, which was a gain of 5% in a single year.
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