RENEWAL AND CONTINUING EDUCATION
The CFEd certification is renewable on an annual basis
for each Certified Financial Educator. Renewal requirements include:
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Twelve hours of approved continuing education:
acceptable courses include subject topics addressing the area of financial planning, including (but not necessarily limited to) the planning process, risk management,
debt management, cash flow management, investment planning, tax planning, retirement planning, business planning, employee benefits,
planned giving, estate planning
and strategies, ethics, etc. State-approved continuing education for licensing renewal purposes counts toward the continuing education requirement.
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Two hours of the twelve hours must
include a review of instructor issues relative to teaching financial
wellness to adult learners.
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Two
hours of instructor ethics and updated material.
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An
annual fee.
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