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
Updated: February 2020

CFP: 2 
CIMA:  2
$38.95

Ethics for the Insurance Producer
Updated: March 2020

CFP: 5 
CIMA:  5
$54.95

The Advisors Guide to 401(k) Plans
Updated: February 2020

CFP: 5 
CIMA:  5
$54.95

Advisors Guide to Medicare and Medicaid
Updated: April 2020

CFP: 5 
CIMA:  5
$54.95

The Advisors Guide to Social Security Benefits
Updated: April 2020

CFP: 5 
CIMA:  5
$54.95

The Advisors Guide to Annuities and Ethical Practices
Updated: February 2020

CFP: 10 
CIMA:  5
$64.95

The Advisors Guide to IRAs
Updated: April 2020

CFP: 10 
CIMA:  5
$58.95

The Advisors Guide to Social Insurance Programs
Updated: April 2020

CFP: 10 
CIMA:  5
$58.95

Estate Planning
Updated: February 2020

CFP: 10 
CIMA:  10
$70.95

Guide to Retirement Planning Strategies
Updated: May 2020

CFP: 10 
CIMA:  5
$58.95

Retirement Planning
Updated: May 2020

CFP: 10 
CIMA:  5
$58.95

Small Business Retirement Plans and Ethical Practices
Updated: February 2020

CFP: 10 
CIMA:  10
$70.95