CPE Requirements

Certified Financial Planner

1700 Broadway

Suite 2100

Denver, CO 80290-2100

Phone: 303-839-0608

Fax: 303-860-7388

Hours: - 30 hours every 2 years

Reporting date: - End of birth month of odd or even years based on birth year

Subjects: - Programs of learning must be in at least 3 subject areas with at least 2 credits on the subject of the Board's "Code of Ethics and Professional Responsibilities" and related disciplinary rules. Only 2 subject areas are required starting in June 1997. Other subjects include investments, taxes, retirement planning & employee benefits, estate planning, insurance and risk management, and fundamentals of financial planning

Max credit: - 15 hours as a speaker, 15 hours for articles and books

Note: Be sure to check with your licensing organization should you have any questions or concerns and for any late breaking changes to these requirements! Please use the feedback button if you have any updates or corrections to this information!