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 1 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.

The College for Financial Planning is proud to be a CFP Board Quality CE Partner. Learn more at www.CFP.net/CEQualityPartners.

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
CFP Board Standards of Professional Conduct - Online Self Study 2 $50.00

Investment Planning

Title CE Credit Hours Price
Advanced Investment Products and Strategies 3 $30.00
Applied Integral Finance 1 $10.00
Asset Allocation 1 $10.00
Asset Allocation and Selection 3 $30.00
Behavioral Finance 1 $10.00
Business Financial Statements Analysis 2 $20.00
Client Suitability and Constructing Portfolios 3 $30.00
Common Stock Valuation and Performance Measurement 3 $30.00
Debt and Fixed Income Features 3 $30.00
Debt and Fixed Income Valuation and Analysis 2.5 $25.00
Deferred Compensation and Other Benefit Plans 3 $30.00
Derivatives 2 $20.00
Derivatives and Structured Products 3 $30.00
Features of Fixed-Income Securities 3 $30.00
Fiduciary, Ethical, and Regulatory Issues for Advisers 3 $30.00
Introduction to Mutual Funds 3 $30.00
Introduction to Socially Responsible Investing 2 $20.00
Investing for Retirement 3 $30.00
Investing in Real Assets 2 $20.00
Investment Basics and Strategies 2 $20.00
Investment Risk and Return 3 $30.00
Investment Risk and Return Analysis 3 $30.00
Investment Risk, Return, and Performance 2 $20.00
Investment Strategies 2 $20.00
Investment Strategies and Retirement Cash Flow Considerations 3 $30.00
Investments and Taxation 3 $30.00
Modern Portfolio Theory and Behavioral Finance 2 $20.00
Modern Portfolio Theory and Performance Evaluation of Equities 3 $30.00
Mutual Funds and Other Investments 3 $30.00
Mutual Funds and Other Pooled Investments 3 $30.00
Natl Conf 2012 Behavioral Finance 1 $10.00
Natl Conf 2012 Endogenous Risk and Dangers to Market Stability 1.5 $15.00
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 2 $20.00
Real Assets and Foreign Investments 2 $20.00
Risk, Return and Investment Performance 3 $30.00
Risk/Return: Part I 2 $20.00
Risk/Return: Part II 1 $10.00
Security Analysis 3 $30.00
Security Markets and The Economic Environment 3 $30.00
Selecting a Mutual Fund for a Client 3 $30.00
Taxation of Investments 3 $30.00
Valuation and Analysis of Fixed-Income Investments 2 $20.00
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

Recorded Webinars

Title CE Credit Hours Price
Recorded Webinar - Best Practices for Complying With the New DOL 1 $10.00
Recorded Webinar - Fiduciary and Regulatory Issues for Financial Services Professionals 2 $20.00
Recorded Webinar - Historical Background of the Fiduciary and Suitability Standards 1 $10.00
Recorded Webinar - How the Best Financial Plan Can be Waylaid by Negative Money Behavior 1 $10.00
Recorded Webinar - Tax Law Update (2017) and Planning Implications 1 $10.00
Recorded Webinar - Use of Home Equity in Retirement Plan 1 $10.00
Recorded Webinar All for one and one for all? Rights and Benefits 1 $10.00
Recorded Webinar Alternative Investments – Caveat Emptor? 1 $10.00
Recorded Webinar Applying Behavioral Economic Concepts to the Financial Planning Process 1 $10.00
Recorded Webinar Are your clients properly protected? 1 $10.00
Recorded Webinar Avoiding the Bobble-head Nod: Improve your client 1 $10.00
Recorded Webinar Behave Your Way To Success - Applying Behavioral Finance to Client Interactions 1 $10.00
Recorded Webinar Between Generations, the Cost of Silence 1 $10.00
Recorded Webinar Deconstructing Principle-Protected Structured Products 1 $10.00
Recorded Webinar Demystifying Hedge Funds 1 $10.00
Recorded Webinar Estate Planning for the "Average Joe". Is it necessary? 1 $10.00
Recorded Webinar For Richer or Poorer: Estate Planning after DSUE 1 $10.00
Recorded Webinar Health Savings Accounts: Destined to Become as Popular as IRAs? 1 $10.00
Recorded Webinar Integrating Portfolio Management into the Financial Planning Process 1 $10.00
Recorded Webinar Middle-Income Retirement - The Bad News and the Good 1 $10.00
Recorded Webinar Options Lost: Reexamining Social Security Claiming Strategies 1 $10.00
Recorded Webinar Planning for Women in Transition 1 $10.00
Recorded Webinar Redefining Retirement for "Reluctant Retirees" 1 $10.00
Recorded Webinar Social Security Strategies and State Employees: Understanding the Windfall Provision 1 $10.00
Recorded Webinar Tax Law Updates 2016 1 $10.00
Recorded Webinar The Right Tools for the Job 1 $10.00
Recorded Webinar What Financial Planners Need to Know About P & C 1 $10.00

Retirement Planning

Title CE Credit Hours Price
401(k) Plans 3 $30.00
403(b) and 457 Plans 1.5 $15.00
Achieving Income Tax and Estate Planning Objectives in Retirement 3 $30.00
Beyond Salary: Uncovering the Wealth in Executive Benefit Plans 1.5 $15.00
Bridging the Income Gap: Identifying Other Sources of Retirement Income 3 $30.00
Deferred Compensation and Stock Plans 3 $30.00
Defined Benefit Plans 3 $30.00
Defined Contribution Plans 3 $30.00
Designing Optimal Retirement Income Streams 3 $30.00
Developing a Retirement Income Hierarchy 2 $20.00
Employee Group Benefits 3 $30.00
Executive Benefits Planning for High Net Worth Clients 3 $30.00
Fiduciary Responsibilities, Prohibited Transactions, and Investment Issues 3 $30.00
Fundamentals of Defined Benefit Plans 2 $20.00
Fundamentals of Defined Contribution Plans 3 $30.00
Intergenerational Planning: Win-Win for Clients and Financial Planners 1 $10.00
Making the Emotional and Financial Transition to Retirement 2.5 $25.00
Making the Most of Social Security Retirement Benefits 2 $20.00
Maximizing the Client Experience During the Retirement Planning Process 3 $30.00
Navigating Health Care Options in Retirement 2.5 $25.00
Nonprofit Organization and Government Plans 3 $30.00
Plan Claims, Penalties, and Termination 3 $30.00
Plan Installation and Administration 3 $30.00
Planning for Retirement and Social Security 3 $30.00
Planning for Retirement Income Distributions 2.5 $25.00
Principles and Strategies When Investing for Retirement 3 $30.00
Retirement Plan Distributions and Plan Selection 3 $30.00
Retirement Plan Selection and Implementation 3 $30.00
SEP and SIMPLE Plans 2 $20.00
Traditional, Roth and SIMPLE IRAs 3 $30.00
Types and Characteristics of Employer-Sponsored Retirement Plans 2 $20.00

White Papers

Title CE Credit Hours Price
2014: Auditors at the Gate 1 $10.00
Qualified Disclaimers Can Either Save Your Bacon or Fry It 1 $10.00