Pennsylvania financial planning CE courses
Curated courses matched to Pennsylvania’s financial planners renewal mandates — with prices, accreditation, and format. Plain listings, no affiliate markup.
Renewal: Two-year reporting period; CE must be completed and reported by the end of the reporting cycle (last day of the certificant's renewal month).
Source: CFP Board
Mandated topics
| Topic | Hours | Frequency | Who |
|---|---|---|---|
| CFP Board-approved Ethics CE (Code of Ethics and Standards of Conduct) | 2 hours | Each 2-year period | All CFP professionals |
| General CE (CFP Board Principal Knowledge Topics) | 28 hours | Each 2-year period | All CFP professionals |
CFP Board-approved Ethics CE (Code of Ethics and Standards of Conduct) (2 hours, each 2-year period)
Kitces.com · 2h · self-paced · CFP Board (CFP Board-approved ethics pilot program; fulfills the 2-hour CFP Ethics CE requirement)
Note: The only CFP ethics course taught outside the CFP Board's standard script — four practical articles by Michael Kitces plus the Board's required quiz. Self-study courses available at least through 12/31/2026.
WebCE · 1h · self-paced · CFP Board (Approved CFP Board CE sponsor; confirm CFP eligibility on the course page before enrolling)
Note: 1-hour ethics course from a CFP Board-approved sponsor. WebCE states its IAR CE courses may also carry CFP credit — verify CFP Board approval on the course page before counting it toward your 30 hours.
WebCE · 2h · self-paced · CFP Board (Approved CFP Board CE sponsor; confirm CFP eligibility on the course page before enrolling)
Note: 2-hour professional-responsibility course on Reg BI compliance obligations. Verify CFP Board approval on the course page before counting it toward your 30 hours.
WebCE · 1h · self-paced · CFP Board (Approved CFP Board CE sponsor; confirm CFP eligibility on the course page before enrolling)
Note: 1-hour ethics course on exploitation and scams. Verify CFP Board approval on the course page before counting it toward your 30 hours.
WebCE · 1h · self-paced · CFP Board (Approved CFP Board CE sponsor; confirm CFP eligibility on the course page before enrolling)
Note: 1-hour ethics course on insider trading rules. Verify CFP Board approval on the course page before counting it toward your 30 hours.
WebCE · 2h · self-paced · CFP Board (Approved CFP Board CE sponsor; confirm CFP eligibility on the course page before enrolling)
Note: 2-hour ethics course on serving senior clients. Verify CFP Board approval on the course page before counting it toward your 30 hours.
General CE (CFP Board Principal Knowledge Topics) (28 hours, each 2-year period)
WebCE · 4h · self-paced · CFP Board (Approved CFP Board CE sponsor; confirm CFP eligibility on the course page before enrolling)
Note: 4-hour general CE course on retirement planning decisions. Verify CFP Board approval on the course page before counting it toward your 30 hours.
WebCE · 3h · self-paced · CFP Board (Approved CFP Board CE sponsor; confirm CFP eligibility on the course page before enrolling)
Note: 3-hour general CE course on 401(k) plan design and rules. Verify CFP Board approval on the course page before counting it toward your 30 hours.
WebCE · 2h · self-paced · CFP Board (Approved CFP Board CE sponsor; confirm CFP eligibility on the course page before enrolling)
Note: 2-hour general CE course on cybersecurity for advisory practices. Verify CFP Board approval on the course page before counting it toward your 30 hours.
WebCE · 2h · self-paced · CFP Board (Approved CFP Board CE sponsor; confirm CFP eligibility on the course page before enrolling)
Note: 2-hour general CE course on investment recommendations and strategies. Verify CFP Board approval on the course page before counting it toward your 30 hours.
WebCE · 2h · self-paced · CFP Board (Approved CFP Board CE sponsor; confirm CFP eligibility on the course page before enrolling)
Note: 2-hour general CE course on senior investor issues. Verify CFP Board approval on the course page before counting it toward your 30 hours.
General electives
Fill your remaining hours with these board-accepted courses.
WebCE · 4h · self-paced · CFP Board (Approved CFP Board CE sponsor; confirm CFP eligibility on the course page before enrolling)
Note: 4-hour general CE course on retirement planning decisions. Verify CFP Board approval on the course page before counting it toward your 30 hours.
WebCE · 3h · self-paced · CFP Board (Approved CFP Board CE sponsor; confirm CFP eligibility on the course page before enrolling)
Note: 3-hour general CE course on 401(k) plan design and rules. Verify CFP Board approval on the course page before counting it toward your 30 hours.
WebCE · 2h · self-paced · CFP Board (Approved CFP Board CE sponsor; confirm CFP eligibility on the course page before enrolling)
Note: 2-hour general CE course on cybersecurity for advisory practices. Verify CFP Board approval on the course page before counting it toward your 30 hours.
WebCE · 2h · self-paced · CFP Board (Approved CFP Board CE sponsor; confirm CFP eligibility on the course page before enrolling)
Note: 2-hour general CE course on investment recommendations and strategies. Verify CFP Board approval on the course page before counting it toward your 30 hours.
WebCE · 2h · self-paced · CFP Board (Approved CFP Board CE sponsor; confirm CFP eligibility on the course page before enrolling)
Note: 2-hour general CE course on senior investor issues. Verify CFP Board approval on the course page before counting it toward your 30 hours.
Complete renewal bundles
One purchase covering your full 30-hour renewal — usually cheaper than buying courses individually.
Kitces.com · 30h · on-demand · CFP Board (CFP Board CE sponsor; completions reported to CFP Board weekly)
Note: One membership covers your whole 30-hour cycle: 30+ hours of new CE released each year plus full archives of webinars and white papers. Kitces reports completions to the CFP Board weekly, so hours post automatically.
Kaplan Financial Education · 12h · self-paced · CFP Board (CFP Board-registered sponsor; library courses list Eligible CFP CE hours)
Note: One price for Kaplan's full online CE library for a year; many courses carry CFP CE credit. Note the CFP Board may charge a reporting fee for dual credit — check Kaplan's regulatory page.
Frequently asked questions
How many CE hours do CFP professionals need?
30 hours every 2 years: 2 hours of CFP Board-approved Ethics CE plus 28 hours of general CE covering CFP Board Principal Knowledge Topics.
Does the CFP CE requirement vary by state?
No. The CFP Board sets one national CE standard that applies to all CFP professionals in every state — no state adds its own CFP CE requirement.
Who reports my CE to the CFP Board?
CFP Board-registered sponsors report completions on your behalf (Kitces reports weekly, for example). Always confirm a course is CFP Board-approved before counting it.
Is the CFP CE requirement changing?
For renewal cycles beginning during or after Q1 2027 (CFP Board states April 2027), the requirement rises to 40 hours every 2 years (38 general + 2 ethics), with up to 10 excess hours carryable to the next cycle. Current cycles remain 30 hours.
Disclaimer: CECourse is not affiliated with, endorsed by, or sponsored by any course provider listed on this page. We do not control provider pricing, course availability, content, accreditation status, or board reporting — all of which may change without notice. Course listings are curated for convenience and were last verified on 10-06-2026. Requirements change — always verify current mandates with the CFP Board. CECourse does not guarantee that any listed course satisfies your specific renewal requirements.
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