Individual CE Courses

The College for Financial Planning prides itself in providing the highest quality Continuing Education (CE) Courses, with over 100 topics ranging from ethics, fundamentals in financial planning, insurance, investments, tax, retirement and estate planning.

CE Courses range from 2 to 4 hours of credit with online testing, instant grading and electronic reporting of CE credit to the CFP Board. These courses are also applicable towards the College's designation CE requirements.

To browse the available CE Courses, expand each category below by clicking on its title, then select a course. On the page that follows, you will have an option to add the course to your cart.

If you are likely to spend more than $200 on CE this year, be sure to consider purchasing CE OneSource.

Ethics

Title CE Credit Hours Price
Code of Ethics and Professional Responsibility 2 $50.00

Investment Planning

Title CE Credit Hours Price
Applied Integral Finance 1 $10.00
Asset Allocation 3 $30.00
Asset Allocation and Selection 3 $30.00
Behavioral Finance 1 $10.00
Business Financial Statements Analysis 2 $20.00
Common Stock Valuation and Performance Measurement 4 $40.00
Derivatives 3 $30.00
Equities and Debt Instruments 3 $30.00
Features of Fixed-Income Securities 3 $30.00
Introduction to Mutual Funds 3 $30.00
Introduction to Socially Responsible Investing 1 $10.00
Investment Considerations for Small-Business Owners 3 $30.00
Investment Principles and Mutual Funds 3 $30.00
Investment Risk and Return 4 $40.00
Investment Strategies 3 $30.00
Investor Behavior and Investment Success 1 $10.00
Investors, Policy and Change 3 $30.00
Modern Portfolio Theory and Behavioral Finance 3 $30.00
Modern Portfolio Theory and Performance Evaluation 3 $30.00
Mutual Funds and Other Investments 3 $30.00
Natl Conf 2012 Behavioral Finance 1 $10.00
Natl Conf 2012 Endogenous Risk and Dangers to Market Stability 2 $20.00
Natl Conf 2012 Understanding Tactical Asset Allocation 1 $10.00
Open and Closed-End Funds: Types and Characteristics 3 $30.00
Other Packaged Investment Products 3 $30.00
Real Assets and Foreign Investments 3 $30.00
Regulatory and Ethical Issues for the Investment Professional 3 $30.00
Risk Management and Investment Issues for High Net Worth Clients 3 $30.00
Risk, Return and Investment Performance 3 $30.00
Risk/Return: Part I 3 $30.00
Risk/Return: Part II 3 $30.00
Security Analysis 3 $30.00
Security Markets and The Economic Environment 4 $40.00
Selecting a Mutual Fund for a Client 3 $30.00
Valuation and Analysis of Fixed-Income Investments 3 $30.00
Value Investing 1 $10.00

Other

Title CE Credit Hours Price
Coaching and Motivation for the Financial Professional 1 $10.00
Financial Elder Abuse 1 $10.00

Retirement Planning

Title CE Credit Hours Price
401(k) Plans 3 $30.00
403b Plans and Other Plan Issues 3 $30.00
An Overview of Retirement Planning 3 $30.00
Asset Management and Investment Strategy During Retirement 3 $30.00
Beyond Salary: Uncovering the Wealth in Client's Equity Compensation, Corporate Retirement Plans, and Corporate Insurance Benefits 1 $10.00
Deferred Compensation and Other Benefit Plans for Key Executives 3 $30.00
Deferred Compensation and Stock Plans 3 $30.00
Defined Benefit Plans 3 $30.00
Defined Contribution Plans 3 $30.00
Developing a Retirement Income Hierarchy 1 $10.00
Employee Group Benefits 3 $30.00
Employer-Sponsored Plans 3 $30.00
Fiduciary Issues, Prohibited Transactions, Claims and Examinations 3 $30.00
Fundamentals of 401k Plans 3 $30.00
Fundamentals of Defined Benefit Plans 3 $30.00
Fundamentals of Defined Contribution Plans 3 $30.00
Income Taxes and the Retiree 3 $30.00
Individual Deferred Compensation 3 $30.00
Individual Retirement Accounts (IRAs) 3 $30.00
Investment Opportunities for an Individual's Retirement 3 $30.00
Natl Conf 2012 Intergenerational Planning: Win-Win for Clients and Financial Planners 1 $10.00
Nonprofit Organization and Government Plans 3 $30.00
Plan Design, Installation, Administration and Amendments 3 $30.00
Plan Establishment, Operation, Investment Objectives, Penalties and Termination 4 $40.00
Planning for Retirement and Social Security 3 $30.00
Qualified Plan and IRA Distributions 3 $30.00
Retirement Cash Flow Considerations 3 $30.00
Retirement Cash Flow Considerations and Investment Strategies 3 $30.00
Retirement Plan Distributions 3 $30.00
Retirement Plan Distributions and Plan Selection 4 $40.00
Retirement Planning 3 $30.00
Retirement Planning and Relationship Issues for Domestic Partners 3 $30.00
SEP, SIMPLE and SARSEP Plans 3 $30.00
Sources of Retirement Income and Legal Entities 3 $30.00
Taxation of Investment Products 3 $30.00
The Retirement Planning Process and Meeting Multiple Financial Objectives 3 $30.00
Traditional, Roth and SIMPLE IRAs 3 $30.00
Types and Characteristics of Retirement Plans 3 $30.00
When to Retire 3 $30.00