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Renew Your CFP® Certification

Fulfill your required Ethics and continuing education credits easily with online courses.

Online Continuing Education Courses for CFP® Certification Renewal

CFP® professionals need 30 credits of continuing education (CE) every two years for CFP® certification renewal, including 2 ethics credits from an approved provider. As a CFP Board-approved continuing education provider, we deliver high-quality self-study CE and Ethics courses.

With our Ethics CE course you'll get 6 months access to the course (with 3 exam retakes). Our Total Access CE provides 365 days of unlimited access to all courses approved for CFP® Certification CE**.

 

Total Access CE Course Listing

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Showing 10 of 64 Library Products

401(k) Plans, 6th Edition

Retirement Planning

Learn how to tailor a 401(k) plan for differing needs. This course starts with basic concepts governing 401(k) plans, building to marketing, installation, and administration of these plans. Less expensive SIMPLE plans for small employers are also covered.

SKILL LEVEL:

CREDIT HOURS:

General
4
Eligible CFP® CE Hours
4

AML Best Practices for the Life Insurance Industry, 2nd Edition

Anti-Money Laundering

This course shows insurance company personnel how to build anti-money laundering programs. It introduces the Bank Security Act, the Money Laundering Control Act, the Money Laundering Suppression Act, and the USA PATRIOT Act. The money laundering process is described, with emphasis on the insurance industry's most vulnerable points. The requirements for a formal program are given, including requirements related to the adoption of policies, procedures, and internal controls. The course explains the compliance officer's specific responsibilities for the program.

SKILL LEVEL:

CREDIT HOURS:

General
1.5
Eligible CFP® CE Hours
1.5

Advising Clients on Medicare, 2nd Edition

Health Insurance

This course begins with a discussion of the need and value to financial advisors of providing advice to Baby Boomers on Medicare programs and choices, and then describes how and when to provide that advice. Course units cover the clients, considerations, resources, Medicare, enrollment, major choices, Original Medicare, Medicare Supplement Insurance, Medicare Advantage Plans, Medicare Part D: Prescription Drug Plans, and changing plans.

SKILL LEVEL:

CREDIT HOURS:

General
2
Eligible CFP® CE Hours
2

Annuities for Today's Investor, 1st Edition, 3rd Revision

Financial Planning

Learn how annuities can satisfy client investment goals. This course discusses the features of annuities and where they belong within the range of retirement saving and distribution options that are available to clients. The course also links annuity features to the sales process.

SKILL LEVEL:

CREDIT HOURS:

General
3
Eligible CFP® CE Hours
3

Annuity Concepts, 2nd Edition, Revised

Financial Planning

Learn the fundamentals of individual annuity contracts. This course covers variable annuities in depth, distinguishing them from fixed annuities and discussing variations such as single and periodic premium, immediate and deferred annuities. How annuities are used and tax rules are also covered.

SKILL LEVEL:

CREDIT HOURS:

General
3
Eligible CFP® CE Hours
3

Annuity Essentials and FINRA Rule 2330 (CFP)

Investments and Financial Planning
The idea of annuities goes back to ancient Rome, where its citizens could make an upfront payment in a contract, called an annua, in exchange for steady payments for life or for a certain time period. Today, annuities have grown more diverse, and thus more complicated, with different types of annuities each offering different types of guarantees and savings features, subject to the claims-paying ability of the insurer. Those bells and whistles can make annuities hard for investors to comprehend. And, they can make annuities expensive to purchase. This course reviews the basics of annuities with a focus on deferred variable annuities and the FINRA regulations pertaining to those annuities.

 

SKILL LEVEL:

CREDIT HOURS:

General
1.5
Eligible CFP® CE Hours
1.5

Annuity Fundamentals and Applying FINRA Rule 2330

Investments and Financial Planning

Deferred variable annuities can be complex and difficult to understand for customers and in some cases for the registered representatives who sell them. They offer the customer choices among a number of contract options and offer the customer the opportunity to choose from a large number of investment options. FINRA developed Rule 2330 (formerly NASD Rule 2821) to enhance your and your firm's compliance and supervisory systems regarding deferred variable annuities. The rule is also designed to provide more comprehensive and targeted protection to investors who wish to use deferred variable annuities in their investment programs. This course provides an overview of variable annuities and how you and your firm may apply rule 2330.

SKILL LEVEL:

CREDIT HOURS:

General
3
Eligible CFP® CE Hours
3

Annuity Suitability and Disclosure

Annuity Training

Satisfy Minnesota's one-time annuity training requirement. Learn the fundamentals of the annuity contract, suitability, and sales practices. Learn about variable and fixed annuities, single and periodic premiums, and immediate and deferred annuities. Appropriate uses for different annuities and tax rules are also discussed.

SKILL LEVEL:

CREDIT HOURS:

General
4
Eligible CFP® CE Hours
4

Annuity Training Course - NAIC/FINRA Rules and Regulations

Annuity Training

Learn the fundamentals of the annuity contract, suitability, and sales practices. Learn about variable and fixed annuities, single and periodic premiums, and immediate and deferred annuities. Appropriate uses for different annuities and tax rules are also discussed.

SKILL LEVEL:

CREDIT HOURS:

General
5.5
Eligible CFP® CE Hours
5.5

Anti-Money Laundering Laws and Practices

Anti-Money Laundering

Where is the insurance industry most vulnerable to money laundering? Learn how to recognize activities that should be considered unusual or suspicious. The course covers laws enacted to enhance the government's ability to fight money laundering by monitoring currency transactions and suspicious financial activities.

SKILL LEVEL:

CREDIT HOURS:

General
2.5
Eligible CFP® CE Hours
2.5