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. If you need State Insurance visit your resident state catalog. If CFP credit is available for a course it will be available for purchase from that catalog.

Click Here to select and view resident State Insurance approved courses.


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.

 


To view a description of the course content click on the course name.
Course with CIMA/CPWA Credit
Credit Hours
Price
 

 Ethical Practices for Professionals

CFP: 2 
CIMA:  2
$38.95

 Ethics for the Insurance Producer

CFP: 5 
CIMA:  5
$54.95

 The Advisors Guide to 401(k) Plans

CFP: 5 
CIMA:  5
$54.95

 Advisors Guide to Medicare and Medicaid

CFP: 5 
CIMA:  5
$54.95

 The Advisors Guide to Social Security Benefits

CFP: 5 
CIMA:  5
$54.95

 The Advisors Guide to Annuities and Ethical Practices

CFP: 10 
CIMA:  6
$64.95

 The Advisors Guide to IRAs

CFP: 10 
CIMA:  5
$58.95

 The Advisors Guide to Social Insurance Programs

CFP: 10 
CIMA:  5
$58.95

 Estate Planning

CFP: 10 
CIMA:  10
$70.95

 Guide to Retirement Planning Strategies

CFP: 10 
CIMA:  5
$58.95

 Retirement Planning

CFP: 10 
CIMA:  5
$58.95

 Small Business Retirement Plans and Ethical Practices

CFP: 10 
CIMA:  10
$70.95