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Virtual Courses

As a CFP Board CE Quality Partner continuing education provider, we offer industry leading Virtual CE including a Code and Standards course. CFP® professionals need 30 credits 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 offer a printable certificate and CE credit submission to the CFP Board. Courses are not registered for state Insurance CE or other designations. We encourage you to self-report.

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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.