In addition to our various education program and course offerings, the College also has a variety of online Continuing Education options.

 

If you already have a financial services credential that has continuing education requirements, the College wants to make the process of obtaining CE as convenient as possible while still providing you with the best content possible.

 

The College for Financial Planning is proud to be a CFP Board Quality CE Partner.

 

Learn more at
http://www.CFP.net/CEQualityPartners

 

Continuing Education Options

CE OneSource®

Individual CE

CFP Board Ethics CE

Live CE Webinars

Continuing Education

CE OneSource®

$230/Year

Choose from more than 150 online courses in ethics, fundamentals in financial planning, insurance, investments, tax, retirement, and estate planning. Courses range from written study materials to class recordings and even recorded webinars.

 

Take as many of these online CE courses as you need during your 12-month subscription period. Courses range from 1-4 hours of credit each.

Enroll Now

Individual CE Courses

Interested in purchasing one of our more than 150 online CE courses?

 

Please contact our Student Services Center at 1-800-237-9990 x. 2 for an up-to-date list or to enroll.

 

Courses range from 1-4 hours each and are available for a full year from your enrollment date.

Visit the Individual CE Course Catalogue

CE Packages

Live CE Webinars

These 1-hour lectures are held many times per year (typically the second Tuesday of the month) and cover a current hot-button financial planning topic in detail.

 

Each class is $10 and qualifies for 1 CE hour applicable to the College’s professional designations and the CFP® certification.

 

We also have a special discount package that includes all previous/upcoming courses in addition to a live Code of Ethics for only $75.

 

Live CE Webinar Package:   $10 per webinar or $75 for the bundle + Code of Ethics*

 

Purchase the Full Package

Live CE

Blockchain in Financial Planning. Bitcoin, Ethereum and More…

Time: December 5, 2017 4:00 p.m. EDT

Presented by Mitchell Valentine, RP®

Cryptocurrencies are all the buzz lately and their claims of revolutionizing global economics are both daringly bold and understandably controversial, but what exactly is a cryptocurrency? We’ll take a look at the main features of cryptocurrencies and give a basic breakdown of the importance of hashes, consensus algorithms, and the blockchain and their implications to Financial Planning.

Enroll in this course for Free by calling 1-800-237-9990 x 2:

Enroll Now

Live CE

The Sustainable Adviser: The Value of Educating Financial Planners on Socially Responsible and Impact Investing

Time: January 9, 2018 4:00 p.m. EDT

Presented by Jennifer Coombs, CRPC®

The rising popularity of socially screened investment products is nothing short of astounding. In fact, in 2016, socially responsible investments accounted for one out of every five dollars under professional management in the United States. Yet despite this growing popularity, many institutional financial advisers are finding themselves ill-equipped to handle the very specific demands of this niche market. In this webinar we will cover a brief history of SRI investing, how to effectively communicate SRI strategies with clients, and the process of security selection and monitoring using SRI screening techniques.

Enroll in this course for $10 by calling 1-800-237-9990 x 2 or click:

Enroll Now

Live CE

Tax Law Update (2018) and Planning Implications

Time: March 13, 2018 4:00 p.m. EDT

Presented by Michael B. Cates, MS, CFP®

There are always legislative or judicial changes to the tax laws, and keeping abreast of these changes can be beneficial to both clients and planners. This session will focus on recent changes to the income tax laws and explore planning opportunities that may arise from these changes.

Enroll in this course for $10 by calling 1-800-237-9990 x 2 or click:

Enroll Now

Live CoE

Code of Ethics (2 hours)

Time: May 8, 2018 4:00 p.m. EDT

Presented by Jim Pasztor MPAS℠, MSF, CFP® and David Mannaioni MS, CPCU, CLU, ChFC, CFP®

This course satisfies CFP Board’s 2-hour Ethics continuing education requirement, covering CFP Board-required topics such as:

  • Defining elements of the fiduciary standard.
  • Determining when the fiduciary standard applies in a variety of financial planning contexts and scenarios.
  • Determining if a CFP® professional is providing financial planning services or material elements of financial planning services.
  • Explaining CFP Board's compensation disclosure requirements to clients and prospective clients.
  • Communicating any potential conflicts of interest to a client at the initiation of client engagement.

Enroll in this course for $10 by calling 1-800-237-9990 x 2 or click:

Enroll Now

Live CE

Performance to Plan: Changing the Client Conversation

Time: July 10, 2018 4:00 p.m. EDT

Presented by Craig Kinnunen, CFP®

At some point in their career, all investment advisers find themselves defending the performance of a given client’s portfolio against an arbitrary benchmark. In this session we will discuss the pitfalls associated with making such comparisons and also explore ways that investment advisers may change the conversation from one of “Why did our (very well diversified) portfolio underperform the S&P 500?” to “How are we doing in meeting our various financial goals?”

 

Along the way we will introduce the concept of the wealth allocation framework and discuss how other advisers have integrated this concept into client reports and meetings.

Enroll in this course for $10 by calling 1-800-237-9990 x 2 or click:

Enroll Now

Live CE

How to Efficiently Manage Employee Stock Options from a Tax Perspective

Time: September 11, 2018 4:00 p.m. EDT

Presented by Michael Angell, CFP® EA

Employee stock options are common among highly compensated employees, potentially offering them more upside and favorable tax treatment. However, with no fewer than five different ways to tax these options, many employees are completely unaware of their choices and may cash out their options as soon as they vest, thus eliminating or reducing their tax benefit. In this webinar, we will examine the various methods and techniques available under the Internal Revenue Code to minimize the tax impact of employee stock options and thereby increase after-tax return.

Enroll in this course for $10 by calling 1-800-237-9990 x 2 or click:

Enroll Now

Live CE

Enhancing Client Conversations with Behavioral Financial Planning

Time: November 13, 2018 4:00 p.m. EDT

Presented by Cindy Shnaider, MSF

Behavioral finance is an important aspect that’s sometimes overlooked in the client-planner relationship. There are specific client preferences that generally apply to different demographic groups (gender, age, wealth, etc.), and while these preferences can make it easier to start client conversations, what happens when your clients don’t fit neatly into one group or another? This webinar identifies ways to help you tailor client conversations through a knowledge of client demographics, as well as deal with the complexity of advising individuals and couples whose preferences may differ.

Enroll in this course for $10 by calling 1-800-237-9990 x 2 or click:

Enroll Now

Live CE Webinars

CFP®, CERTIFIED FINANCIAL PLANNERTM, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. The College for Financial Planning does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNERTM or CFP (with flame logo)® certification marks. CFP® certification is granted only by the Certified Financial Planner Board of Standards to those persons who, in addition to completing an education requirement such as this CFP Board-Registered Program, have met its ethics, experience, and examination requirements. Earnings amounts and increases cited relate to individuals already employed in the financial services industry.  They do not constitute guarantees of future results.

 

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