Please Wait a Moment
X

Continuing Education Overview

We are dedicated to providing Continuing Education opportunities for those wanting to expand and update their knowledge of the financial planning process in both Live, Virtual, and OnDemand formats. We will enable you to upgrade, acquire, or simply refresh financial planning skills. These skills will allow you to diversify your practice and may prevent you from a one-dimensional practice. Upon successful completion, we will submit all Continuing Education hours directly to the CFP Board.

For inquiries regarding the number of Continuing Education hours remaining due and reporting deadline, please log on to your CFP Board account.

Live Continuing Education courses are in person instruction including handouts.

OnDemand Continuing Education courses are aligned to prerecorded instruction lectures. Courses can be taken at your convenience.

Virtual Continuing Education courses provide live virtual instruction. The format allows for participant participation for engaging knowledge based scenarios to apply to current tax laws.

Private Courses can be customized for your next company meeting or symposium. Learn More

OnDemand Virtual

CE Quality Partner

Continuing Education
The Zahn Ethics course was well presented and the supporting materials helped me prepare for the final exam which I passed.
Don
USAA

Code of Ethics and Standards of Conduct

2 hours, required for all CFP®; Professionals and approved by the CFP Board.
NOTE: The CFP Board has stated that the Code of Ethics and Standards of Conduct are in effect as of October 1, 2019 and will be enforced beginning on June 30, 2020.

OnDemand: Available for use at any time, series of videos including exam

Virtual: Live Webinar

OnDemand Virtual

Keeping Current Manual

10 hours (exam purchase required), keeps you abreast on changes in the industry with accompanying videos. The manual is updated annually with all the current tax laws.
OnDemand