Which organizations approve CE Credits?
CE Credits are through the CFP Board of Standards and through IMCA. Credits for the CFP count under CFP Board subject A: financial planning process/general principles. CIMA®, CIMC®, and CPWASM designees earn credit toward their non-IMCA-sponsored CE requirement.
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 email.
If I fail, can I take the test again?
Yes. You are allowed to take the test as many times as you would like.
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 email confirmation of the result, what should I do?
Contact our customer service department at 800-869-6882