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