Montana Certified Financial Planner (CFP) CE requirements

Certified Financial Planner — license renewal requirements, sourced from the official board.

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30CE hours every 2 yearsVerify with board

Renewal: CFP certification expires on the last day of the renewal month of the certificant's 2-year cycle.

Required categories

CFP Board-approved ethics
2h

Details

National requirement via the CFP Board, not state-issued: 30 CE hours every 2 years including 2 hours of CFP Board-approved ethics. CFP Board has announced an increase to 40 CE hours per 2-year cycle effective Q4 2027 (applies only to cycles beginning after the Q1 2027 effective date; not retroactive).

Official source: CFP Board

⚠️Board rules change. Verify every figure against the official source before relying on it.

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