Education program criteria

Continuing education (CE) can be taken from any provider for College for Financial Planning credentials.

While the College for Financial Planning does not have specific course requirements, all FunCPE courses meet standard CPE program criteria, such as those prescribed by the Internal Revenue Service and the State Boards of Accountancy, among others.

Courses must:

• contribute to the professional competence of participants;
• state program objectives which specify the level of knowledge the participants should have attained, or the level of competence to be demonstrated upon completing the program;
• state education or experience prerequisites, if appropriate for the program;
• be developed by individuals qualified in the subject matter and instructional design;
• provide program content which is current;
• be on a professional level.

Renewal process

Certificate renewal date is based on original date credential obtained.

The non-refundable renewal fee is $95 per designation* for a two-year period. A non-refundable late fee of $10 per designation is incurred if all renewal requirements are not completed, received, and accepted by the College for Financial Planning by the renewal due date.

* Designees holding two or more designations from the College for Financial Planning may elect to pay a Multiple Designation Renewal Fee of $95 and create a single renewal date for all their College designations. The $95 fee covers the renewal fee for all designations for a two-year period.

History of the Accredited Portfolio Management Advisor (APMA) credential

The issuing agency, the College for Financial Planning was established in 1972 to manage the Certified Financial Planner (CFP) credential. Since then, the College has created several additional credentials in the financial planning field including:

FPQP: Financial Paraplanner Qualified Professional 

WMS: Wealth Management Specialist

AAMS: Accredited Asset Managemnt Specialist

APMA: Accredited Portfolio Management Advisor

AWMA: Accredited Wealth Management Advisor

CSRIC: Chartered SRI Counselor

In 1997 the College purchased the American Institute of Retirement Planners and created the course, exams and credentials for:

CRPC: Chartered Retirement Planning Counselor and

CRPS: Chartered Retirement Plan Specialist

Kaplan, Inc. is an American for-profit corporation that acquired the College for Financial Planning in 2018. Kaplan was established in 1938 as a tutoring and test prep business. They eventually expanded into providing both the test prep for credentials and the credentials themselves.

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