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Virtual Courses

As a CFP Board approved continuing education provider, we offer industry-leading Virtual CE, including a Code and Standards course. The Code and Standards course satisfies the required 2 hour of Ethics. CFP® professionals require 30 continuing education (CE) credits every two years for CFP® certification renewal. Our courses are updated annually to reflect the latest policies and tax laws. They are taught by CFP® professional instructors who actively work in the industry. Each course provides a printable certificate and CE credit submission to the CFP Board. Please note that these courses are not registered for state Insurance CE or other designations. We encourage you to self-report those credits.

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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.