1. Recertify their knowledge with continuing education (CE) every two years

Note: The CE requirement must be reported by the end of the second year of the recertification period. The designee will be required to maintain appropriate documentation that substantiates the validity of any CE that is reported under the Professional Recertification Program.

2. Recommit to The American College of Financial Services standard of ethics
3. Reconfirm client-facing status annually
4. Update contact information annually
5. Pay an annual fee to enable The College to enforce the professional standards of the program

All applicable Professional Recertification Program requirements must be completed to maintain the right to use designations from The American College of Financial Services.

• WebCE courses are online pre-approved self-study courses with non-monitored open-book final exams.
• Passing score: 70%
• If the final exam is not passed on the first attempt, students have an unlimited number of retakes.