CFP and IWI Course Catalog

* Click on course name for more information

** IWI Credit Hours with "/" (slashes) = CE Credit / Ethics / Tax Regulation

Special Package CFP
Credit
IWI
Credit *
Updated Price  
32 CFP and 42 IWI Credits with Ethics
Complete your continuing education (CE) requirement with our Special Package!
This "SPECIAL" will meet both CFP and IWI requirements.
  • Ethical Practices for Professionals (2 credits Ethics) (Both CFP and IWI)
  • Estate Planning (10 credits) (Both CFP and IWI)
  • Retirement Planning (10 credits) (Both CFP and IWI)
  • The Advisors Guide to IRAs (10 credits) (Both CFP and IWI)
  • The Advisors Guide to Social Insurance Programs (10 credits) (IWI Only)
Meets Ethics Requirement
Includes Tax Regulation
30 / 2 40 / 2 / 4 May 2022 $274.95
Courses CFP
Credit
IWI
Credit *
Updated Price  
Ethic CE CFP Boards Revised Code and Standards Ethics for CFP Professionals
Meets CFP and IWI Ethics Requirement
2 2/2/0 February 2021 $63.95
4-Hour Annuity Training Course
4 4 May 2022 $63.95
Ethics for the Insurance Producer
Meets IWI Ethics Requirement
5 5 January 2021 $69.95
Advisors Guide to Medicare and Medicaid
5 5 April 2022 $69.95
The Advisors Guide to Social Security Benefits
5 5 January 2021 $69.95
Long Term Care Insurance Training Course
5 5 April 2020 $69.95
The Advisors Guide to 401(k) Plans
5 5 January 2022 $69.95
The Advisors Guide to Annuities and Ethical Practices
Includes IWI Ethics
Includes IWI Tax Regulation
10 5/1/1 February 2022 $79.95
The Advisors Guide to IRAs

Includes IWI Tax Regulation
10 5/0/1 April 2022 $79.95
The Advisors Guide to Social Insurance Programs
10 5 May 2022 $79.95
Retirement Planning
10 5 January 2022 $79.95
Small Business Retirement Plans and Ethical Practices
Includes IWI Ethics
Includes IWI Tax Regulation
10 10/2/1 February 2020 $79.95
Estate Planning

Includes IWI Tax Regulation
10 10/0/1 April 2022 $79.95

* Credit Hours with "/" (slashes) = CE Credit / Ethics / Tax Regulation