Continuing Education Overview
We are dedicated to providing Continuing Education opportunities for those who want to expand and update their knowledge of the financial planning process in both traditional classroom and online 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.
Online Continuing Education course materials are provided online.
Traditional Continuing Education training course materials are available in hard copy during the presentation.
For inquiries regarding the number of Continuing Education hours remaining due and reporting deadline, please log on to your CFP Board account.