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The program requires recertification through continuing education (CE) every two years, recommitment to ethics standards, and payment of an annual recertification fee. It outlines program renewal period (Jan. 1, 2025 to Dec. 31, 2026), benefits such as Knowledge Hub+ access and recognition tools, CE hours and ethics requirements, self-reporting, documentation, and late-fee timing.",{"@graph":69,"@context":123},[70,84,106],{"@type":71,"itemListElement":72},"BreadcrumbList",[73,77,79,82],{"item":74,"name":75,"@type":76,"position":8},"https://docshare.wps.com","Home","ListItem",{"item":78,"name":9,"@type":76,"position":14},"https://docshare.wps.com/document/",{"item":80,"name":35,"@type":76,"position":81},"https://docshare.wps.com/document/healthcare/",3,{"item":83,"name":65,"@type":76,"position":19},"https://docshare.wps.com/document/professional-recertification-program-guidelines-for-designation-holders/390121/",{"url":83,"name":65,"@type":85,"image":86,"author":91,"headline":65,"publisher":94,"fileFormat":97,"inLanguage":63,"description":67,"dateModified":98,"datePublished":99,"encodingFormat":97,"isAccessibleForFree":100,"interactionStatistic":101},"DigitalDocument",{"url":87,"@type":88,"width":89,"height":90},"https://docshare.wps.com/thumbnails/professional-recertification-program-guidelines-for-designation-holders/390121.png","ImageObject",300,407,{"name":92,"@type":93},"BigDaveOnline","Person",{"url":74,"name":95,"@type":96},"DocShare","Organization","application/pdf","2026-10-30","2026-09-25",true,{"@type":102,"interactionType":103,"userInteractionCount":105},"InteractionCounter",{"@type":104},"ViewAction",14,{"@type":107,"mainEntity":108},"FAQPage",[109,115,119],{"name":110,"@type":111,"acceptedAnswer":112},"How often must designation holders recertify under the Professional Recertification Program?","Question",{"text":113,"@type":114},"Designation holders must recertify their knowledge with continuing education (CE) every two years.","Answer",{"name":116,"@type":111,"acceptedAnswer":117},"What annual recertification fee is required, and how is “client-facing” determined?",{"text":118,"@type":114},"The annual fee is $200 for client-facing designees or $115 for non-client facing designees. Client-facing is defined by specific FINRA registrations and/or professional credentials, and by working with clients and/or supervising those who sell, recommend, or advise on insurance or investment products.",{"name":120,"@type":111,"acceptedAnswer":121},"What continuing education (CE) hours and ethics requirements apply?",{"text":122,"@type":114},"Client-facing designees must complete 30 hours of CE every two years, including at least one hour of ethics CE. Non-client facing designees must complete at least one hour of ethics CE every two years.","https://schema.org",{"og:url":83,"og:type":125,"og:title":65,"og:site_name":95,"og:description":67},"article",{"robots":127,"canonical":83},"index,follow",{"doc_id":129,"site_id":62},390121,1790498698,{"code":4,"msg":5,"data":132},{"doc_id":129,"user_id":133,"nickname":92,"user_avatar":134,"doc_module":4,"category_id":34,"category_name":35,"doc_title":65,"doc_description":67,"doc_content":135,"file_id":136,"file_url":137,"file_type":138,"file_size":139,"view_count":105,"is_deleted":4,"is_public":8,"is_downloadable":8,"audit_status":8,"page_count":29,"language":140,"language_code":63,"site_id":62,"html_lang":63,"table_of_contents":141,"faqs":142,"seo_title":143,"seo_description":67,"update_tm":144,"read_time":145,"preview_page_count":4},962090896214,"https://ap-avatar.wpscdn.com/davatar_155a257f0dc6eb9ab79c44ca47cae57d","Professional Recertification Program Guidelines for Designation Holders  \nProfessional Recertification Program  \nThe American College of Financial Services wants to ensure that the credentials our students earn remain current, relevant and serve as emblems of excellence and expertise to both peersand clients. For this reason, The College requires designees to:  \n• Recertify their knowledge with continuing education (CE) every two years  \n• Recommit to The American College of Financial Services standard of ethics  \n• Pay an annual fee to enable The College to enforce the professional standards of the program  \nTo continue building respect for our designations and ensure the currency of knowledge that strengthens the profession, The American College of Financial Services launched the enhanced Professional Recertification Program on Jan. 1, 2017.  \nOnce The College awards a designation, that designee has a “right to use” the designation mark, provided all ongoing recertification requirements are met. Unlike degrees, designationscan be removed for ethical violations or other forms of noncompliance.  \nThe Professional Recertification Program contains a renewal requirement for designees of The College who hold any of the following marks: CLU® , ChFC® , RICP® , CLF® , CASL® , CAP® , ChSNC® , FSCP® , WMCP® and TPCP® .  \nThe current recertification period for the Professional Recertification Program is January 1 , 2025 , through December 31, 2026.  \nProfessional Recertification Benefits  \nA variety of benefits and features support the Professional Recertification Program. The highlight of the program offering is access to Knowledge Hub+: an on-demand resource center of CFP and College CE credit-eligible content provided by thought leaders from The College and across the financial services industry. All designees with The American College whorecertify and keep their designations in good standing will be listed on The College’s consumer search tool, Your Advisor Guide and will be invited to create a free profile with Couplr, and AIdriven matchmaking tool that connects advisors with potential clients. In addition, they will have access to exclusive toolkits including badging to help convey the significance of their education to clients.  \nCertification Renewal Fee  \nIn addition to meeting continuing education and ethics requirements, compliance with the program will require designees to pay an annual recertification fee of either $200 (for clientfacing* designees) or $1 15 (for non-client facing designees. ) The fee will cover all of the participating designations a student earns from The American College of Financial Services. Designees will self-report their status as client facing based on the definition below.  \nThe annual certification renewal fee for the Professional Recertification Program is nonrefundable, and acceptance of the fee payment by The American College of Financial Services does not guarantee or imply that an individual’s right to use the designation(s) they have earned from The College with the public will be maintained. All applicable Professional Recertification program requirements must be completed to maintain the right to use designations from The American College of Financial Services.  \n*Client-facing: A client-facing individual is defined as someone who holds their Resident or Nonresident State Life & Health License, and/or Investment Company & Variable Products (Series 6), General Securities Representative (Series 7), Municipal Securities Representative (Series 52), Mutual Funds (Series 63), Uniform Investment Adviser Law (Series 65) or Uniform Combined State Law (Series 66) registrations from FINRA, and/or is a JD, CPA or CFA®. Additionally, Client facing individuals work with clients and or manage/ supervise individuals who work with clients regarding the sale, recommendation or advice on insurance or investment products.  \nPayment Cycle and Timing  \nThe annual recertification fee is paid in advance of the r","cbCainawPevVRfLv","https://ap.wps.com/l/cbCainawPevVRfLv","pdf",269915,"English","# Professional Recertification Program Requirements\n## Renewal period and right to use\n# Professional Recertification Benefits\n## Knowledge Hub+ and profile tools\n# Certification Renewal Fee\n## Fee amounts, refundability, and client-facing definition\n# Payment Cycle and Timing\n# CE Requirements\n## Client-facing CE hours and ethics\n## Non-client facing ethics CE and documentation","[{\"question\":\"How often must designation holders recertify under the Professional Recertification Program?\",\"answer\":\"Designation holders must recertify their knowledge with continuing education (CE) every two years.\"},{\"question\":\"What annual recertification fee is required, and how is “client-facing” determined?\",\"answer\":\"The annual fee is $200 for client-facing designees or $115 for non-client facing designees. Client-facing is defined by specific FINRA registrations and/or professional credentials, and by working with clients and/or supervising those who sell, recommend, or advise on insurance or investment products.\"},{\"question\":\"What continuing education (CE) hours and ethics requirements apply?\",\"answer\":\"Client-facing designees must complete 30 hours of CE every two years, including at least one hour of ethics CE. Non-client facing designees must complete at least one hour of ethics CE every two years.\"}]","Professional Recertification Program Guidelines for Designation Holders | PDF",1790330186,15]