Looking for courses to fulfill your CE requirements as a Certified Financial Planner? We’ve got those too. From CFP Ethics to general CFP continuing education credits, we can help you stay ahead in your career.
CFP® professionals are required to complete 30 hours of CE each reporting period: 2 hours of CFP Board Ethics CE, and 28 hours of CE covering one or more of CFP Board’s Principal Topics.
Continuing Education Your Way
2025 Insurance-Based Planning Courses
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Additional Courses Available
These additional courses were previously approved by the CFP Board. They are not part of the 2025 featured list. If the topic is appealing to your team of advisors or audience, we can work with you to have the content reapproved for CFP credits, with a 30 days advance notice. The course description and learning objectives are already in the proper format the CFP board requires for approval, assuming you are an approved CE sponsor with the CFP Board. Courses can also be taught without granting CFP credits.
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All content is planning driven. Actual case studies are used to help advisors see where certain strategies can be positioned for the proper client. No funds, insurance carriers, or specific products are ever referenced in any course.