CFP with CIMA/CPWA CE Courses

     

 

 

Contact us at: 1-800-345-5669

 

Certified Financial Planner (CFP)

Course Catalog

 with CIMA/CPWA Credit

NO STATE CREDIT AVAILABLE WITH PURCHASE
FROM THIS CATALOG.

Due to State regulatory guidelines we cannot submit ANY State Insurance credit if you purchase a course from this catalog. CFP Courses expire at the end of the year on 12/31.

Compliance Requirements

View CFP® certificant CE Requirements.

View CIMA/CPWA® Professional CE Requirements.

Reporting Schedule:

Broker Educational Sales & Training, Inc. reports CE credits at the end of each business day.

Exam Requirements

Courses for the CFP® certificant do not require a monitor.

Courses for the CIMA/CPWA® Professional do not require a monitor.

 

Course Expiration

Courses for the CFP® certificant expire on 12/31 of the current year.

Courses for the CIMA/CPWA® Professional expire on 12/31 of the current year.

 


Course with CIMA/CPWA Credit
CEU for CFP and CIMA/CPWA
Price
 

Bundle Name:  Ethical Practices for Professionals
Description: This course covers ethics from the standpoint of higher education, knowledge, professional conduct and responsibilities as set forth by the directives established by the Certified Financial Planner Board of Standards, Inc.

2 / 2
29.95

Bundle Name:  Advisors Guide to Medicare and Medicaid
Description: Advisors Guide to Medicare and Medicaid provides a detailed study of Medicare, Medigap policies, and Medicaid. In each of these programs, the areas of eligibility, enrollment, benefits, deductibles, and co-payments are analyzed in great detail. This course also includes a chapter on Medicaid Planning discussing the issue of transferring assets during the “crisis stage,” use of Trusts, qualifying Medicaid Annuities and Promissory Notes. The new 2010 Medicare supplement plans are explained in detail as is how the Patient Protection and Affordable Care Act of 2010 affect Medicare and Medicaid.

5 / 5
64.95

Bundle Name:  The Advisors Guide to 401(k) Plans
Description: This course has been developed to enhance the Advisor’s 401(k) knowledge and provide updates on the most recent 401(k) plan guidance. With recent tax law changes, Department of Labor requirements and court settlements, this course extends beyond the basics to cover special 401(k) testing rules and design options, as well as, ERISA and fiduciary responsibilities of the “parties of interest.”

5 / 5
64.95

Bundle Name:  The Advisors Guide to IRAs
Description: This is a continuing education course that covers all aspects of Individual Retirement Accounts. The course is designed to help the financial advisor or insurance professional benefit the client with more in-depth information concerning the history and specific types of IRAs; investing; protections; estate planning; and, education.

10 / 10
89.95

Bundle Name:  The Advisors Guide to Social Insurance Programs
Description: The Advisor’s Guide to Social Insurance Programs is an educational tool to help advisors through the maze of programs, rules and regulations that affect many if not all of their aging Baby Boomer clients, their spouses and dependents. The course is broken down into three sections to give the advisor an understanding of the various benefits of the Social Security, Medicare and Medicaid programs.

10 / 10
89.95

Bundle Name:  Estate Planning
Description: There is a widespread misconception that “estate planning” is of importance only to the wealthy. This is due, in part, to the emphasis of the financial service industry on planning for estate taxes, which only concern larger estate owners. The truth of the matter is, every person, young or old, who has a family or owns property, needs an estate plan. A good estate plan will allow a person to reach desired economic, legal, and personal objectives. Estate Planning is an educational tool to help financial advisors through the maze of programs, rules and regulations that affect many if not all of their clients, their spouses and dependents. The course is broken down into four sections. The first section will cover the basics, i.e. why planning is essential, and the fundamental elements; Property; Probate; Wills; as well as planning for Incapacitation. The second section continues by discussing estate taxation and analysis. The third section will review trust planning; introducing the various trusts available. Section four focuses on advanced strategies: GRATS, IDGTs, FLPs, Assets, U.S. Citizens, Resident Aliens, and Charitable Giving.

10 / 10
89.95

Bundle Name:  The Advisors Guide to Annuities and Ethical Practices
Description: This course has been developed to give the financial and insurance professional a complete guide to understanding annuities, annuity tax laws and contract structure, and their suitability and ethical marketing practices.

10 / 10
89.95