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Point/Counterpoint: Is having a 30-hour CPD requirement every two years the most effective approach?

Phil Billingham CFP

Phil Billingham, CFP, United Kingdom:

CPD is probably the most misunderstood part of retaining your professional status. But the most critical. Many financial planners have treated CPD as a chore. As a tick box. As a ‘Points mean prizes’ exercise. That’s wrong. CPD is there to ensure our commitment to give just as good advice next year, next month, next week as we do now.

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Financial Planet Poll: Is the CPD you receive valuable to your growth as a financial planner?

Financial Planning Poll CPD

Financial Planners Should Want More Continuing Professional Development (CPD)

By Mark DiGiovanni, CFP, United States

.17123%.

You might think the preceding figure is the current interest rate on money market accounts. While that might be true, for this discussion that figure is the amount of time a CFP professional in the United States is required to spend Continuing Professional Development (CPD). It is equivalent to:

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Why CFP Professionals Need Increased Education Standards

By Suresh Sadagopan, CFP, India

Financial planners offer advice to clients on financial matters, so it is necessary to have a level of knowledge and skill that is suitable to advise a client correctly. Ongoing, continuing education keeps financial planners current and allows them to maintain a competitive edge.

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