Planejar

Planejar Developer

About this app

The official app of Planejar, the Brazilian Association of Financial Planning, for CFP® financial planners to track their certification, continuing education credits, and renewal process directly from their mobile phones.

What previously required accessing the Member Portal on a computer is now at hand: your certification status, cycle progress, credits already registered, activity certificates, and event attendance records.

CFP® CERTIFICATION ON THE HOME SCREEN
See your certification status and the validity of the current cycle as soon as you open the app. Access your CFP® financial planner certificate whenever you need to prove your credentials.

CONTINUING EDUCATION CREDITS
Track your cycle credits separated by category and see what is still needed to complete your continuing education. The credits and certification status displayed are those registered in Planejar's systems.

ATTENDANCE VIA QR CODE, EVEN WITH A WEAK SIGNAL
In continuing education activities, attendance is recorded by scanning the event's QR code with the app's camera. The scan is securely stored on the device, so a crowded room with weak Wi-Fi won't cause you to lose credit: registration resumes when the connection returns.

PARTICIPATION DECLARATION SIGNED ON THE DEVICE
The terms of each activity are the official Planejar terms, and you sign the participation declaration with your finger on the screen itself before the credit is sent. Nothing is sent in your name without this signature.

CERTIFICATES AND EDUCA PORTAL
View certificates for completed activities and access the Educa Portal, with Planejar's continuing education content, directly from the app.

PLANEJAR INTERNATIONAL CONGRESS
The accreditation ticket is stored on the device and opens even without a signal, which solves the entrance queue. The schedule shows the day's sessions, highlighting the live panel, and you can mark the panels you don't want to miss on your calendar. Watch the sessions live through the app and send questions to the panels during the discussion.

BIOMETRIC LOGIN
After your first login, use your device's biometric authentication, without having to enter your password every time. Your session is stored securely in the system's storage.

PLANEJAR SUPPORT
Talk to the Planejar team without leaving the app for questions about certification, credits, renewals, or events.

SUMMARY OF FEATURES
• CFP® certification status and cycle validity on the home screen
• Continuing education credits by category
• QR Code scanning to register attendance at activities
• Signed participation certificate on the device
• Certificates of activities and access to the Educa Portal
• Congress entry available without connection
• Congress schedule with the live panel highlighted
• Panel reminders on the device calendar
• Live streaming of Congress sessions
• Questions to the plenary during panels
• Biometric entry
• Planejar support within the application

WHO IS THE APP FOR? For CFP® certified professionals and candidates affiliated with Planejar. Use requires an active account on the Member Portal. If you do not yet have access, contact Planejar through official channels.

ABOUT YOUR DATA
Location is recorded only at the time of QR Code scanning, for the attendance audit required by the continuing education program. The camera is only used to scan the event's QR Code.

What’s new

Chegou o Congresso Internacional Planejar 2026: o seu ingresso de credenciamento fica no app e abre sem conexão, a programação mostra o painel ao vivo, o horário de cada sessão e quem faz a mediação, e você pode enviar perguntas aos painéis e salvar um painel na agenda do aparelho. O registro de presença agora explica o motivo quando um crédito não pode ser aceito, e a tela inicial abre mais rápido.