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OnDemand Courses

As a CFP Board continuing education provider, we offer industry leading OnDemand self-study CE including a Code and Standards course. OnDemand courses are self-paced offering flexibility to complete them at your convenience. CFP® professionals are required to complete 30 credit hours of continuing education (CE) every two years for CFP® certification renewal. Courses are revised annually to stay current with all policies and tax laws. The courses are presented by CFP® professional instructors working in the industry. Each course will provide a printable certificate and CE credit submission to the CFP Board.

NOTE: Courses are not registered for state Insurance CE or other designations. We encourage you to self-report.

Course Library

Our library offers thought provoking diverse content for effective current information. High quality instruction from working CFP® professionals bringing real life experience into the subject matter.

Code and Standards

The new Code and Standards CE course is available for the calendar year. This course satisfies the CFP Board required 2 hour mandatory course. The course lectures are reinforced with a slide deck aligning content to all the changes required to uphold CFP® professionals fiduciary duty.

Keeping Current

Staying abreast of the CFP® profession ever changing content can require a lot of research. The Keeping Current manual is revised each year with the newest and most current information. The manual is available in hard copy. The manual can be purchased with a 100 question exam that lends 10 CE credits.