CFP Board Ethics CE
CFP Board Ethics CE

CE OneSource®

Choose from more than 150 online courses in ethics, fundamentals in financial planning, insurance, investments, tax, retirement, and estate planning.

  • Course options include written study materials, class recordings, and even recorded webinars.
  • Take as many of these online CE courses as you need during your 12-month subscription period.
  • CFP Board’s Ethics CE and Professional Responsibility is included.
  • Courses range from 1-4 hours of CFP Board/College designation CE credits each.

CE Essentials Bundle

CE Essentials Bundle #1

This bundle consists of 8 of our most popular CE courses packaged together for your convenience. The coursework qualifies for a total of 18 CE hours applicable to the College’s professional designations and the CFP® certification.

CE Essentials Bundle #2

This bundle consists of 6 of our most popular CE courses packaged together for your convenience. The coursework qualifies for a total of 17 CE hours applicable to the College’s professional designations and the CFP® certification.

Continuing Education Options

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.

CFP Board CE QP

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

Learn more at www.CFP.net

Live CE Webinar Bundle

This bundle provides access to one full year of our Live CE Webinars as well as access to a live CFP Board Ethics CE and Professional Responsibility presentation. Live CE webinars are held throughout the year (typically the second Tuesday of the month) and cover a current hot-button financial planning topic in detail. Each class qualifies for 1 CE hour applicable to the College’s professional designations and the CFP® certification.*

How to Efficiently Manage Employee Stock Options from a Tax Perspective

Presented by:Michael Angell, CFP® EA

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

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.

Enhancing Client Conversations with Behavioral Financial Planning

Presented by:Cindy Shnaider, MSF

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

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.