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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.

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

Continuing Education
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Code and Standards

2 hours, required for all CFP® professionals, and CFP Board approved

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.