How do I receive my CE credits?

2023-03-14T01:40:29-04:00

For those holding the CFP designation: To receive your CE credits, be sure to list your CFP Board ID in your User Profile. We’ll submit your CE credits to the CFP Board for you, within two weeks of your completing the course. If you don’t receive word about your CE credits from the CFP Board [...]

How do I receive my CE credits?2023-03-14T01:40:29-04:00

Do you offer Continuing Education credits?

2023-03-14T01:35:36-04:00

Yes, for the CFP®, CIMA®, CPWA®, CIMC®, and RMA® designations. Depending on the track you select, and whether you choose the Advanced or Basic programs, you’ll earn 12 to 18 CE credits for completing the Certificate course, as show in the chart below. Don’t need CE credits? No problem! You’ll benefits from the education you [...]

Do you offer Continuing Education credits?2023-03-14T01:35:36-04:00

For how long can I use the CBDA Designation after I complete the course?

2023-08-18T14:18:00-04:00

You can use the CBDA Designation for one year following successful completion of the course. After one year, you’ll be invited to complete an Update Course; when you complete it, you’ll get additional CE credit, continued access to all of DACFP’s content plus the right to continue using the CBDA Designation. There is a modest [...]

For how long can I use the CBDA Designation after I complete the course?2023-08-18T14:18:00-04:00

Will my firm’s compliance team approve this course?

2023-03-12T13:08:14-04:00

Each organization establishes its own policies. That said, the Certificate course has endorsed by the Certified Financial Planning Board of Standards, Investment Adviser Association, Money Management Institute, Investments and Wealth Institute, Financial Planning Association, National Association of Professional Financial Advisors, XY Planning Network and many others. DACFP is also the official crypto education partner for [...]

Will my firm’s compliance team approve this course?2023-03-12T13:08:14-04:00

Is DACFP accredited or licensed by any organization?

2023-03-14T01:28:46-04:00

DACFP’s courses, including its Certificate program, are approved by the Certified Financial Planning Board of Standards and the Investments and Wealth Institute to award Continuing Education credits. DACFP is also endorsed by the Investment Adviser Association, Money Management Institute, Financial Planning Association, National Association of Professional Financial Advisors, XY Planning Network and others.

Is DACFP accredited or licensed by any organization?2023-03-14T01:28:46-04:00
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