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 [...]

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 [...]

Yes. Immediately upon completion of the course, you will receive an email from Credly that shows how to easily post your badge on your LinkedIn profile and other social media accounts.

Yes. Shortly after you You will receive a PDF of your Certificate that can print and frame.

Your Certificate is valid for one year following successful completion of the course. You will be then be invited to complete an Update Course, which will provide you with additional CE credit and entitle you to continue promoting your achievement for another year. You’ll also have continued access to all of DACFP’s additional content for [...]

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 [...]

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.