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Frequently Asked Questions

  • What's new with the ThinkAdvisor CE Center?

    The ThinkAdvisor CE Center has a few new features: the ability to track your CE credits and a dashboard that displays your credit hours earned. There is also an iPhone/iPad app that allows you to maximize your time by taking tests 'on the go.'

  • How many hours of credit will I earn for each test?

    Each passed test provides one hour of continuing education credit has been accepted by the Certified Financial Planner Board of Standards, and one hour of credit toward PACE (Professional Achievement in Continuing Education) recertification.

  • Are the credit hours accepted by the CFP Board?

    Yes. All tests are accepted by the Certified Financial Planner Board of Standards.

  • How many times can I attempt each test?

    Each test may be attempted three times.

  • How will the hours of credit be applied?

    The CE Center automatically reports passed tests electronically to the CFP Board.

  • How many tests can I take in one session?

    All available tests may be taken at any time.

  • How often are new tests added?

    One new test is added every month.

  • I forgot my password. How do I reset it?

    Click here for more info.

  • How do I update my profile information?

    Simply select "Account" from the blue navigation bar.

  • Why do I need to enter my CFP License Number and/or expiration date?

    Your CFP license number is required so that we may pass test information on to the Certified Financial Planner Board of Standards. Your CFP expiration date allows us to track your recertification progress.

ThinkCE App

  • What is the difference between ThinkAdvisor's CE Center and the ThinkCE iPhone/iPad app?

    There is no difference between the two formats. The iPhone/iPad app provides for greater mobility. Both versions are automatically synced so you can always access the most recent test and monitor your CE credits.

  • What are the system requirements for the ThinkCE app?

    ThinkCE is supported on iPhone or iPad running iOS 6.0 and above.