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.

 

Ethics Course for CFP Professionals
Ethics CE Course: CFP Board's Revised Code and Standards
$29.00

This CFP Board-approved continuing education course fulfills the 2-hour ethics requirement and has been designed to educate CFP® professionals regarding the new Code of Ethics and Standards of Conduct effective October 1, 2019.

Supported with thorough slides, the revised Code and Standards content emphasizes the significant changes from previous Standards and how these changes affect CFP® professionals. Additionally, the course reviews CFP Board's fiduciary duty, the application of the Practice Standards when providing financial planning, the recognition of circumstances in which specific information must be provided to a client, and material conflicts of interest.

This course is fully delivered online. Upon successful completion of this course, Kaplan will submit your credit hours to CFP Board.

Total Access CE for CFP Professionals
Total Access CE for CFP® Professionals
$59.00

Total Access CE lets you take all the online continuing education courses you want for one price. It offers the most economical way to satisfy your CE requirements with courses that are easy to navigate and written by industry experts.

The library includes:

  • 365 days of unlimited access to all courses approved for CFP® Certification CE**
  • Immediate results with instant exam scoring
  • Unlimited exam retakes
  • Interactive CE tracking system
  • Printable certificate
  • Submission to CFP Board

Note: This library does not provide state Insurance CE. If you would like to select courses that can be filed for both state Insurance CE and CFP® Certification Renewal, you must first select your state.

**Total Access CE does not contain the ethics course required for CFP® certification renewal. For ethics credits, please order Ethics CE: CFP Board's Revised Code and Standards above.

Total Access CE Course Listing

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Showing 10 of 66 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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 5 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

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

Advance Planning for Senior Needs, 4th Edition

Retirement Planning

Understand the unique needs of retired individuals, the resources available to meet those needs, and planning techniques available to clients at various stages of life. This course considers life insurance, annuities, health insurance, and long-term care, and covers critical market conduct issues.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 11 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

SKILL LEVEL:

CREDIT HOURS:

General
5
Eligible CFP® CE Hours
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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 2 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 3 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

SKILL LEVEL:

CREDIT HOURS:

General
3
Eligible CFP® CE Hours
3

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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

SKILL LEVEL:

CREDIT HOURS:

General
3
Eligible CFP® CE Hours
3

Annuity Suitability and Disclosure [meets one-time annuity training requirement; ClearCert approved]

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.

Please note, you will receive CE credit hours for this course awarded by the Department of Insurance in the state you've selected. The following statement is not applicable unless you are a Minnesota-resident producer:

This course has been approved by the Minnesota Commissioner of Commerce for 4 hours of insurance continuing education (Applies to MN insurance CE courses only; statement required by MN DOC).

SKILL LEVEL:

CREDIT HOURS:

General
4
Eligible CFP® CE Hours
4

Annuity Suitability: 4-Hour Training Course, 2nd Edition

Annuity Training

This course was developed to satisfy the NAIC annuity training course 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
3
Eligible CFP® CE Hours
3

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