Core Continuing Education Courses including the CFP Board's Code of Ethics requirement, all at a discount! Register just once and get your 30 hours for just $150!
We've developed a system for you to review the materials for each of the Board's Continuing Education Exams and then take the test online. Your answers are saved as you progress through the test so if you lose internet connectivity you can pick up where you left off.
Available Exams
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Comprehensive Exam Course
This package includes access to all of the exams required for Board Certification.
Total Cost: $150.00
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Code of Ethics On-Line CE Course
As a CFP(R) Certificant, you have bound yourself to a higher standard then other non-certified individuals within the realm of financial advisory practice. As such, you are required to complete continuing education which includes a mandatory two hours focused on Ethics. This course, upon its completion, will satisfy that requirement.
Total Cost: $50.00
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Retirement and Benefit Considerations for the S-Corporation, PA Owner Case Study
This case study looks closely at various planning opportunities for a typical S-Corporation, PA owner. Many of the questions are based on assumptions and questions asked in the "discovery" or "fact-finding" phase of your engagement with the client. The case questions can all be answered based on the information found in the case as well as common knowledge.
Total Cost: $50.00
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Retirement Benefits and Consideration for the Small-Business Owner Case Study
This case study looks closely at various planning opportunities for a typical small business owner. Many of the questions are based on assumptions and questions asked in the "discovery" or "fact-finding" phase of your engagement with the client. The case questions can all be answered based on the information found in the case as well as common knowledge.
Total Cost: $50.00
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Comprehensive Estate, Retirement and Investment Case Study 1
This case study looks closely at all aspects of the Financial Planning Process as defined by the CFP Board in a comprehensive nature with special emphasis on general principles, insurance, retirement and estate tax. This case study focuses on the sole-proprietor/S-Corporation small business owner and will provide 3 Hours of Continuing Education credits.
Total Cost: $50.00
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Comprehensive Estate, Retirement and Investment Case Study 2
Total Cost: $50.00
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Income Tax Considerations for the Small-Business Owner: Case Study
This case study looks closely at the Income Tax Considerations applicable to the typical small-business owner. Integrated into the case are various questions related to other fundamental financial planning areas including; general principles, insurance and retirement. This case study will provide 2 Hours of Continuing Education credits.
Total Cost: $50.00
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Income Tax Planning for Professionals: Case Study
This case study looks closely at the Income Tax Considerations applicable to the typical small-business owner. Integrated into the case are various questions related to other fundamental financial planning areas including; general principles, insurance, investment and retirement. This case study will provide 2 Hours of Continuing Education credits.
Total Cost: $50.00
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Insurance Planning for the Small-Business Owner Case Study
The following case will assist you in understanding some of the many insurance considerations you might encounter while working with a typical small-business owner. This course is worth two hours of the CFP Board's CE requirement.
Total Cost: $50.00
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Investment, Retirement and Estate Considerations: Case Study
The following case study looks very carefully at the investment, retirement and estate planning considerations applicable to an affluent household. Completion of this case will supply four hours of the CFP Board's CE requirement.
Total Cost: $50.00
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Working with Financial Statements: Case Study 1
The following case study will assist you in working with Statements of Financial Position and Cash-Flow Statements. Much of the case information is applicable to General Principles of Financial Planning but also includes details related to Insurance and Investment Planning.
Total Cost: $50.00
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Working with Financial Statements: Case Study 2
The following case study will assist you in working with Statements of Financial Position and Cash-Flow Statements. Much of the case information is applicable to General Principles of Financial Planning but also includes details related to Insurance and Investment Planning.
Total Cost: $50.00
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Working with Financial Statements: Case Study 3
The following case study will assist you in working with Statements of Financial Position and Cash-Flow Statements. Much of the case information is applicable to General Principles of Financial Planning but also includes details related to Insurance and Investment Planning.
Total Cost: $50.00