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Certified Financial Marketing Professional (CFMP)
About CFMP | Apply | Exam Information | Exam Outline | Benefits | Maintain Certification | Advisory Board
Maintain certification
To maintain your CFMP in good standing, you must adhere to ICB's Professional Code of Ethics, pay an annual fee and complete 35 credits of continuing education every three years. You are allowed to carry over up to one-third of your earned credits per three-year cycle. The following list is intended to give you an idea of the types of continuing education ICB approves for post continuing education credit.
As you look for activities to fulfill your continuing education requirements, please remember that it is not necessary to have ICB review courses or programs that you are considering. To determine whether a course is eligible for continuing education credit, refer to the CFMP examination outline. If the program you are considering includes content that relates to the items detailed in the exam outline, it qualifies for continuing education credit.
To calculate your CE credits, divide the number of instructional minutes by 50. Fifty (50) minutes of instruction equals one (1) credit. Round up this number to the nearest quarter hour. Do not include breaks or meal functions; motivational speeches; business meetings; introductory remarks; non-guided, unstructured group discussions; or award presentations or receptions.
ABA continuing education opportunities
| Conferences/Schools | Credits |
| ABA Marketing Conference, September 23-25, 2012 | TBD |
| ABA School of Bank Marketing and Management, May 15-22, 2012 | Year 1: TBD Year 2: TBD |
| ABA Social Media Virtual Workshop Series Webinar Three: Launching Social Media, March 6, 2012 |
2.00 |
| ABA Social Media Virtual Workshop Series Webinar Two: Setting Up Social Media, February 21, 2012 |
2.00 |
| ABA Social Media Virtual Workshop Series Webinar One: Getting Ready for Social Media, February 7, 2012 |
2.00 |
| ABA Marketing Conference, Sep 18-20, 2011 Order Audio Recordings |
17.50 |
| ABA School of Bank Marketing and Management, May 17-24, 2011 | Year 1: 46.75 Year 2: 43.25 |
| ABA Marketing Conference, Sep 12-14, 2010 Order Audio Recordings CFMP CE Credits Worksheet NOTE: Credits to the right are for the LIVE conference. Refer to CFMP CE Credits Worksheet for audio recordings credits. |
19.25 |
| Telephone Briefings (Order Telephone Briefing Audio CDs) | Credits |
| The How's and Why's of Successful Interactive/Digital Marketing, June 21, 2012 | 2.00 |
| Is Social Media in Your Bank's Future?, January 24, 2012 | 2.00 |
| Self-Paced & Instructor-Led Online Courses | Credits |
| Economics for Bankers | 45.00 |
| Event-Based Selling | 3.50 |
| Ethical Issues for Bankers | 1.75 |
| Financial and Business Planning for Bank Marketers | 20.00 |
| Marketing Financial Services* | 45.00 |
| Reg Z Advertising | 0.50 |
For courses with * at the end of their title, credits depend on the number of training hours delivered. Please consult the AIB catalog for details.
Additional CE resources
- Members-only online quizzes from ABA Bank Marketing magazine
- State Bankers Association Marketing Conferences and Seminars
- Applicable marketing-related internal training programs (For more information, contact ICB's Continuing Education Manager at 202-663-5377 or icb@aba.com.)
- Click here for a list of other ideas to fulfill your continuing education requirement.
How do I know if an activity has received ICB approval?
Many programs list ICB continuing education credit information directly in their promotional and/or course materials.
Check with your own internal training coordinator to determine if any internal training programs have been approved for ICB continuing education credit. ICB members who wish to submit programs to ICB for review and approval should use the Continuing Education Provider Application and submit the required information via fax or mail. The review period for all programs is approximately four weeks and you will be notified in writing of the outcome once the review is complete. The Continuing Education Provider Application is available in two formats: Word 2007 Version or PDF Form Version.
How do I document the continuing education that I have completed?Please enter your continuing education credits online by way of the password-protected "Member Services" web pages.
We suggest that you retain the original registration and completion documentation in your files in case you need to report the same information to support CE reporting you may need for other professional designations. In addition, this will ensure that you are prepared in the event that ICB should find it necessary to audit your records.
You must accumulate the designated number of CE credits every three (3) years. If you fail to earn those credits in a given three-year cycle, it may result in your membership status being suspended and/or decertification.
Questions? Please contact icb@aba.com for additional information.
