What CE categories are required for certified financial planners in Montana?

CFP Board-approved ethics: 2 hours. Board rules change — verify against the official source.

Montana Certified Financial Planner (CFP) CE category requirements

How the 30 CE hours every 2 years breaks down by category for certified financial planners in Montana, sourced from the official board.

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30CE hours every 2 yearsVerify with board

Required categories

CFP Board-approved ethics

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

Full requirements: Montana Certified Financial Planner (CFP) CE requirements
When it's due: Montana Certified Financial Planner (CFP) license renewal deadline
What it costs: Montana Certified Financial Planner (CFP) license renewal fees
Audits & penalties: Montana Certified Financial Planner (CFP) CE audits & penalties

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

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Montana Certified Financial Planner (CFP) CE category requirements

Required categories

Related

Track every category.

CE categories — other professions in Montana

Certified Financial Planner (CFP) CE categories — other states