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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 (except our Ethics CE course*) 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

If you hold a professional designation through the College for Financial Planning®—A Kaplan Company, courses in our Total Access CE can also help satisfy the 16 continuing education credits required every two years to maintain authorized use of your designation.

Where noted, courses also provide CE credit for the following designations sponsored by the Investments & Wealth Institute (IWI) - Certified Investment Management Analyst (CIMA), Certified Private Wealth Advisor and/or Certified Private Wealth Analyst (CPWA), and Retirement Management Advisor and/or Retirement Management Analyst (RMA).

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.

†Unlimited access for the Total Access CE is based on the date of purchase of the library of courses.

Total Access CE Course Listing

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Showing 10 of 59 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:
Intermediate
CREDIT HOURS:
General
4
Eligible CE IWI
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:
Intermediate
CREDIT HOURS:
General
1.5
Eligible CE IWI
1.5

Advance Planning for Senior Needs, 5th Edition (CFP)

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.

SKILL LEVEL:
Advanced
CREDIT HOURS:
General
8.5
Eligible CE IWI
8.5

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:
Intermediate
CREDIT HOURS:
General
2
Eligible CE IWI
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:
Basic
CREDIT HOURS:
General
3
Eligible CE IWI
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:
Basic
CREDIT HOURS:
General
3
Eligible CE IWI
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:
Intermediate
CREDIT HOURS:
General
1.5
Eligible CE IWI
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:
Intermediate
CREDIT HOURS:
General
3
Eligible CE IWI
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:
Intermediate
CREDIT HOURS:
General
5.5
Eligible CE IWI
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:
Intermediate
CREDIT HOURS:
General
2.5
Eligible CE IWI
2.5

Anti-Money Laundering Training for Insurance Professionals (Clear Cert Approved)

Anti-Money Laundering

This course contains the recommended core elements of an AML program for life insurance companies, as well as directions on how to integrate insurance agents and brokers into the insurance company's AML program, including those associated with independent agencies. Major topics addressed in the course include trends in money laundering, major laws addressing money laundering, the core components of an insurance company's anti-money laundering program, the role and responsibilities of life insurance agents, record keeping requirements, and reporting requirements and penalties for breaking AML laws and regulations.

SKILL LEVEL:
Intermediate
CREDIT HOURS:
General
2
Eligible CE IWI
2

Anti-Money Laundering: Applying the Rules

General

Money laundering occurs when funds from illicit activities are made to look like legitimate funds. The process attempts to disguise the financial assets so they can be used without detecting the illegal activities that produced them. Money laundering has devastating social consequences. The tainted funds are used to finance a wide range of illegal activities, such as narcotics trafficking, arms smuggling, financial frauds, trafficking human beings, and financing terrorism. This course, Anti-Money Laundering: Applying the Rules, will provide you with a clear understanding of the various techniques by which money laundering occurs; the laws, rules, and regulations regarding money laundering; unusual and suspicious activities that may indicate money laundering activities; the scope and importance of AML programs; and the individual agent's and representative's responsibilities in preventing money laundering.

SKILL LEVEL:
Intermediate
CREDIT HOURS:
General
1

Anti-Money Laundering: Frequently Asked Questions, 2nd Edition (CFP)

Anti-Money Laundering

Get answers to your frequently asked questions about federal anti-money laundering (AML) requirements for insurance companies and their agents. Topics covered include money laundering basics, anti-money laundering rules for insurance companies, customer identification programs, and suspicious activity reporting.

SKILL LEVEL:
Basic
CREDIT HOURS:
General
1.5
Eligible CE IWI
1.5

Asset Allocation in Variable Annuities, 2nd Edition (CFP)

Financial Planning

Focuses on the allocation of investment resources in variable annuity sub accounts. Describes common approaches to asset allocation and the relationship between asset allocation and investment diversification, as well as the various forms of financial risk and how to develop a client profile and identify client investment objectives

SKILL LEVEL:
Advanced
CREDIT HOURS:
General
1
Eligible CE IWI
1

Asset Allocation, 1st Edition Revised (CFP)

General

Explore the foundational concepts of asset allocation and practical implications of modern portfolio theory. This course also covers rebalancing and the risks that investors may encounter, an extensive history of the capital markets, and a section devoted to suitability and the benefits and disadvantages of wrap accounts.

SKILL LEVEL:
Advanced
CREDIT HOURS:
General
2
Eligible CE IWI
2

Business Continuation Training Course, 3rd Edition (CFP)

Financial Planning

Business owners have special estate planning challenges. Learn the pros and cons of continuing a business or liquidating it when the owner dies or becomes disabled. This course covers buy-sell arrangements, tax rules, and the role of insurance in making an effective plan.

SKILL LEVEL:
Intermediate
CREDIT HOURS:
General
5
Eligible CE IWI
8

Business Insurance Concepts, 11th Edition

Financial Planning

This course provides principles and guidelines for determining the suitability of life insurance products and making appropriate recommendations for prospects and clients. It focuses on the proper use and application of term, whole life, and universal life, how these products work, as well as the situations and needs they best serve.

SKILL LEVEL:
Advanced
CREDIT HOURS:
General
9.5
Eligible CE IWI
9.5

Disability Income Insurance, 4th Edition (CFP)

Health Insurance

This comprehensive course on disability income insurance provides the training that agents need to educate clients and sell disability insurance policies in the individual and business markets. This course defines and explains the major forms of disability income insurance in clear and concise language with illustrations and marketing strategies.

SKILL LEVEL:
Intermediate
CREDIT HOURS:
General
6
Eligible CE IWI
8

Distribution Planning: Required Distributions, 3rd Edition (CFP)

Retirement Planning

What happens when the owner of a tax-qualified retirement account reaches the required minimum distributions (RMD) age? This course covers IRS rules governing minimum distributions that must be made together with the tax treatment of these distributions. How these rules affect distributions to beneficiaries after the account owner's death are also covered.

SKILL LEVEL:
Intermediate
CREDIT HOURS:
General
1.5

Employee Group Benefits (CFP)

Health Insurance

For a number of good reasons, it is customary for employers to provide a level of benefits beyond the cash wages paid to their employees. Historically the two most important reasons are the employer’s need to compete in the marketplace for desirable workers and workers’ needs and desires to raise their living standards. This course will review various benefits commonly offered to employees. Beginning with group life insurance coverage, then discussing group health insurance, and finally other miscellaneous benefits often included in an employee plan. This course will help you understand how employee benefit plans work so you can explain them to your clients.

SKILL LEVEL:
Intermediate
CREDIT HOURS:
General
3
Eligible CE IWI
3

Equity-Indexed Annuities, 3rd Edition (CFP)

Financial Planning

Learn the most important concepts relating to equity-indexed annuities (EIAs). This course describes EIA designs, features, and performance in detail. It also shows examples of the way various EIA design structures perform under different market conditions and why indexing is a solid investment strategy for the traditional annuity buyer.

SKILL LEVEL:
Intermediate
CREDIT HOURS:
General
2
Eligible CE IWI
2

Estate Planning Concepts, 13th Edition (CFP)

Estate Planning

Learn what you need to sell life insurance in the profitable estate planning market. This course covers forms of property ownership, wills, trusts, probate, and estate and death taxes. Learn how to use life insurance and annuities to achieve important estate planning objectives.

SKILL LEVEL:
Advanced
CREDIT HOURS:
General
9.5
Eligible CE IWI
9.5

Financial Challenges Facing Retirees, 4th Edition (CFP)

Retirement Planning

Key challenges to the financial security of retirees resources, and strategies for distributing retirement savings to provide income for a lifetime are tackled in this course. Learn the need for post-retirement planning, risk management strategies for addressing illness and injury, long-term care, uninsured death, and outliving one's income.

SKILL LEVEL:
Intermediate
CREDIT HOURS:
General
2.5
Eligible CE IWI
2.5

Financial Exploitation of Seniors and Annuity Suitability (FINRA Rule 2330) (CFP)

Financial Planning

Financial exploitation occurs when a person misuses or takes the assets of a vulnerable adult for their own personal benefit. Assets are commonly taken via forms of deception, false pretenses, coercion, harassment, duress and threats. This course will provide answers to these questions: What is financial exploitation? Who does it impact? What are the signals? Why should you care? What to do about it? Additionally, this course will review the features of a variable annuity, suitability of variable annuities, and supervisory responsibilities in regards to variable annuities.

SKILL LEVEL:
Intermediate
CREDIT HOURS:
General
1.5
Eligible CE IWI
2

Financial Exploitation of Seniors and FINRA Rule 2330, 2nd Edition

Financial Planning

Financial exploitation occurs when a person misuses or takes the assets of a vulnerable adult for their own personal benefit. Assets are commonly taken via forms of deception, false pretenses, coercion, harassment, duress and threats. This course will provide answers to these questions: What is financial exploitation? Who does it impact? What are the signals? Why should you care? What to do about it? Additionally, this course will review the features of a variable annuity, suitability of variable annuities, and supervisory responsibilities in regards to variable annuities.

SKILL LEVEL:
Intermediate
CREDIT HOURS:
General
2.5

Financial Exploitation of Seniors: Why Insurance Agents Should Care (CFP)

Health Insurance

Financial exploitation occurs when a person misuses or takes the assets of a vulnerable adult for their own personal benefit. This frequently occurs without the explicit knowledge or consent of a vulnerable adult, depriving them of vital financial resources for their personal needs. Assets are commonly taken via forms of deception, false pretenses, coercion, harassment, duress and threats.

SKILL LEVEL:
Intermediate
CREDIT HOURS:
General
1.5
Eligible CE IWI
2

Financial Exploitation of Seniors: Why Insurance Agents Should Care, 2nd Edition

General

Financial exploitation occurs when a person misuses or takes the assets of a vulnerable adult for their own personal benefit. This frequently occurs without the explicit knowledge or consent of a vulnerable adult, depriving them of vital financial resources for their personal needs. Assets are commonly taken via forms of deception, false pretenses, coercion, harassment, duress and threats.

This course will provide answers to these questions: What is it? Who does it impact? What are the signals? Why should you care? What to do about it?

SKILL LEVEL:
Intermediate
CREDIT HOURS:
General
1.5

Financial Planning Process, 10th Edition (CFP)

Financial Planning

Get clued into the financial planning process and the financial services industry. This course covers the basic analytic tools of the trade, income tax planning, risk management planning, retirement planning, wealth accumulation planning, estate planning, and business planning, and concludes with a look at the profession.

SKILL LEVEL:
Advanced
CREDIT HOURS:
General
13
Eligible CE IWI
13

Financial Products Training Course, 8th Edition (CFP)

General

Give your producers and brokers a practical and sales-oriented look at how each financial product works, including its tax consequences and its relative strengths and weaknesses. This comprehensive book covers deposit accounts, insurance, annuities, securities, mutual funds, and qualified retirement plans. Separate units focus on the risk-return tradeoff and selecting the right investment.

SKILL LEVEL:
Advanced
CREDIT HOURS:
General
7.5

Group Insurance, 7th Edition (CFP)

Health Insurance

Group insurance is a different animal. Get practical advice on enrolling, installing, and servicing group plans for life, health, and long-term care insurance. This course includes coverage of tax rules, Section 125 plans, and the impact of managed care and health insurance portability requirements.

SKILL LEVEL:
Intermediate
CREDIT HOURS:
General
4
Eligible CE IWI
5

Health Insurance Fundamentals (CFP)

Health Insurance

This course discusses the many different kinds of health insurance coverage's that are available. Health insurance varies according to the methods of underwriting, the injury or illness covered, the types of insurers, the types of benefits and services provided, the types of losses covered, and the amount of benefits available.

SKILL LEVEL:
Intermediate
CREDIT HOURS:
General
5
Eligible CE IWI
5

Health Savings Accounts, 3rd Edition (CFP)

Health Insurance

Learn how health savings accounts (HSAs) differ from other healthcare reimbursement arrangements. This course covers HSA eligibility and the requirement that HSAs be used with a high-deductible health insurance plan. The rules for tax-free distributions, treatment of other distributions and other rules are also covered.

SKILL LEVEL:
Intermediate
CREDIT HOURS:
General
3.5
Eligible CE IWI
4

ILITs and Estate Planning, 3rd Edition (CFP)

Estate Planning

This course analyzes the difference between a probate estate and a federal gross estate, the methods of paying final estate taxes, the important elements of a trust, the reasons for purchasing life insurance to pay estate settlement costs, the value of using an irrevocable life insurance trust (ILIT) to pay estate settlement costs, and the value of paying life insurance premiums through annual gifts to an ILIT.

SKILL LEVEL:
Intermediate
CREDIT HOURS:
General
1.5
Eligible CE IWI
2

Indexed Products, 2nd Edition (CFP)

Financial Planning

The growth in popularity of indexed insurance products, specifically fixed indexed annuities and fixed indexed life insurance policies, has been dramatic. While these products are considered fixed contracts, the interest that is credited to these products is based on the performance of an external financial index. The basic concepts of these products may seem simple, but they are among the most complex of all insurance products. To many, they fall in the middle of the risk spectrum, between traditional fixed annuities and life insurance policies and variable annuities and variable life insurance policies.

SKILL LEVEL:
Intermediate
CREDIT HOURS:
Financial Planning
5
Eligible CE IWI
5

Introduction to Advanced Markets, 5th Edition (CFP)

General

When producers are ready to move into the advanced markets, this course teaches the concepts they must know to succeed. It explains how to prospect for and get the attention of business owners. The course presents the issues that are important to business owners and discusses how producers can meet their needs. It covers succession planning (buy-sell agreements, Section 303 redemption, and key employee insurance), as well as several insurance products for advanced markets (group insurance, executive bonus, split-dollar plans, qualified retirement plans, and more). Learners discover how to collect the information necessary to develop an effective sales proposal.

SKILL LEVEL:
Intermediate
CREDIT HOURS:
General
6

Introduction to Trusts: Case Studies, 3rd Edition (CFP)

Estate Planning

In today's competitive financial services market, your ability to use estate and financial planning techniques to the best advantage of your clients is vital to your success. Trusts are one of the major building blocks of those techniques. This course is designed to cast you in the role of financial planner for five clients. You will interview the clients to determine their circumstances, needs, and resources. You will analyze their situations to develop a financial plan using trusts, and you will implement the plan with the execution of appropriate documents.

SKILL LEVEL:
Advanced
CREDIT HOURS:
General
4
Eligible CE IWI
4

Investing Retirement Assets, 4th Edition (CFP)

Retirement Planning

Numerous factors must be taken into account to formulate suitable strategies for investing retirement assets for today's retirees. This course provides an introduction to distributions from tax-qualified retirement plans, as well as an overview of the principles of asset allocation that may be appropriate for a retired or retiring client.

SKILL LEVEL:
Intermediate
CREDIT HOURS:
General
2
Eligible CE IWI
3

Know Your Customer and Variable Annuities (FINRA 2330) (CFP)

Investments and Financial Planning

This course discusses the key aspects of the FINRA Know Your Customer rule. The course contrasts Know Your Customer requirements with variable annuity suitability requirements. Additionally, this course reviews the features of a variable annuity and supervisory responsibilities in regards to variable annuities.

SKILL LEVEL:
Intermediate
CREDIT HOURS:
General
2
Eligible CE IWI
3

Life Concepts, 19th Edition (CFP)

Life Insurance

This course provides a comprehensive look at the life insurance industry. The first section of the course focuses on general information about insurance, including insurance regulation, insurance law, underwriting basics, and group insurance. The second section explains life insurance, including selling life insurance, policy issuance and delivery, types of insurance policies, policy provisions, policy options, annuities, group life insurance, Social Security and tax considerations, and retirement plans. Review questions conclude each unit. Topics include an introduction to life insurance, the need for life insurance, permanent insurance, term insurance, annuities, policy provisions, riders, premiums, dividends, non-forfeiture and settlement options, policy loans, insurance applications, underwriting, claims, group life insurance, business insurance, retirement plans, tax treatment of life insurance, life insurance companies, legal and professional aspects, and government programs.

SKILL LEVEL:
Basic
CREDIT HOURS:
General
11
Eligible CE IWI
11

Life Insurance Policy Comparison and Underwriting, 3rd Edition (CFP)

Life Insurance

This is an introductory course in nature and uses of life insurance, insurance applications and receipts, mortality and rating, underwriting processes and actions, term life insurance, whole life products, specialized policy forms, flexible policies, policy riders, options, provisions, and the use of life insurance for financial planning.

SKILL LEVEL:
Basic
CREDIT HOURS:
Estate Planning
10
Eligible CE IWI
10

Long-Term Care Concepts, 5th Edition (CFP)

Health Insurance

This course introduces insurance agents to long-term care (LTC) insurance. Newly revised, this course identifies the health care professionals and organizations that provide LTC services, and defines the various types of LTC settings and the scope of services in those settings. Tax-qualified and non-tax-qualified plans are described in detail. The course also covers Medicaid and Medicare.

SKILL LEVEL:
Basic
CREDIT HOURS:
General
2.5
Eligible CE IWI
2.5

Long-Term Care Coverage Combined with Annuities and Life Insurance, 2nd Edition (CFP)

Health Insurance

This course discusses the combination products in the insurance market as a result of provisions in the Pension Protection Act of 2006 that allow for the integration of long-term care insurance (LTCi) with annuities and life insurance policies. The course details how the LTCi benefit can be part of the base contract or a separate rider to the base contract. In addition, the course defines the market for LTCi products, describes the risk of needing long-term care services, as well as discusses who pays for long-term care.

SKILL LEVEL:
Intermediate
CREDIT HOURS:
General
3
Eligible CE IWI
4

Long-Term Care Suitability, 3rd Edition (CFP)

Health Insurance

Long-Term Care Suitability trains insurance agents in the process of educating clients about the long-term care (LTC) field and the need for LTC insurance. It details the process of working with clients to design affordable policies that are tailored to meet their needs and goals. This course emphasizes suitability and the matching of product features and benefits to client needs and goals.

SKILL LEVEL:
Basic
CREDIT HOURS:
General
5
Eligible CE IWI
5

Long-Term Care, 6th Edition (CFP)

Health Insurance

This course introduces insurance agents to long-term care (LTC) insurance. Newly revised, this course identifies the health care professionals and organizations that provide LTC services, and defines the various types of LTC settings and the scope of services in those settings. Tax-qualified and non-tax-qualified plans are described in detail. The course also covers Medicaid and Medicare.

SKILL LEVEL:
Intermediate
CREDIT HOURS:
General
5
Eligible CE IWI
8

Medicare Supplement Policies (CFP)

Health Insurance

This course provides thorough coverage of the details concerning Medicare supplement health insurance policies, also known as Medigap policies. This course includes a discussion of related marketing and sales issues. Case study examples demonstrate how Medigap supplement insurance can complement Original Medicare coverage limitations.

SKILL LEVEL:
Intermediate
CREDIT HOURS:
General
2
Eligible CE IWI
2

Medicare and Medigap Insurance, 11th Edition (CFP)

Health Insurance

This course provides thorough coverage of the details concerning both Medicare health insurance and Medigap supplement health insurance policies. Medicare Part C plans (Medicare Advantage) are (is) also discussed. The course provides information on Medicare eligibility requirements and enrollment procedures and explains how health benefit claims are considered in plan coverage. Medicare benefits are explained in detail, including covered services, benefit amounts, claim exclusions, and any applicable co-payments and deductibles. The section of the course covering Medigap supplement insurance includes a discussion of related marketing and sales issues. Case study examples demonstrate how Medigap supplement insurance can complement Original Medicare coverage limitations.

SKILL LEVEL:
Intermediate
CREDIT HOURS:
General
3.5
Eligible CE IWI
4

Medicare, 3rd Edition (CFP)

Health Insurance

This course covers the Medicare program, including Medicare Part A (Hospital Insurance), Medicare Part B (Medical Insurance), Medicare Part C (Medicare Advantage Plans, like HMOs or PPOs), and Medicare Part D (Medicare Prescription Drug Coverage). This course covers the Medicare program, including Medicare Part A (Hospital Insurance), Medicare Part B (Medical Insurance), Medicare Part C (Medicare Advantage Plans, like HMOs or PPOs), and Medicare Part D (Medicare Prescription Drug Coverage).

SKILL LEVEL:
Basic
CREDIT HOURS:
General
2
Eligible CE IWI
2

Principles of Retirement Planning, 7th Edition (CFP)

Retirement Planning

This course familiarizes agents with the retirement planning market and the retirement planning process by covering three main areas: analyzing and identifying retirement income needs and how to address those needs, health care and health insurance options, and estate and distribution planning. Topics include needs analysis, Social Security, life insurance and annuities, investment products, qualified plans and IRAs, plans for small business owners, long-term care, and wealth distribution.

SKILL LEVEL:
Intermediate
CREDIT HOURS:
General
10
Eligible CE IWI
10

Problematic Beneficiary Designations, 3rd Edition (CFP)

Estate Planning

Learners discover potential problems in beneficiary designations for life insurance, annuities, and retirement plans. Upon completion, students will understand how beneficiary designations can be problematic; the income, gift, and estate tax consequences that may result from different beneficiary designations; the complications that arise when insurance proceeds or other death benefits are left to children; how trusts can solve beneficiary designation problems; and the financial professional's role in the beneficiary designation process.

SKILL LEVEL:
Advanced
CREDIT HOURS:
General
2.5
Eligible CE IWI
4

Qualified and Nonqualified Plans, 4th Edition (CFP)

Retirement Planning

Learn about pension, profit-sharing and 401(k) plans, as well as IRAs, Keoghs, and nonqualified deferred compensation. This course explains qualification and tax rules for each type of plan and examines each plan's design from the perspective of both employers and employees. Plan installation, administration, and termination are fully explained.

SKILL LEVEL:
Advanced
CREDIT HOURS:
General
5
Eligible CE IWI
5

Retirement Income Strategies, 3rd Edition (CFP)

Retirement Planning

Retirees need to stretch their assets for 20-30 years or more. Savvy distribution planning can help. Learn when to tap different asset categories and how taxable funds differ from tax-free and tax-deferred funds. Manage your clients' risk so they won't outlive their resources.

SKILL LEVEL:
Intermediate
CREDIT HOURS:
General
1.5
Eligible CE IWI
2

Section 529 Plans, 3rd Edition (CFP)

Financial Planning

This course provides a thorough examination of qualified tuition programs (QTPs), more commonly referred to as Section 529 college funding plans. These plans can be either prepaid tuition plans or college savings plans for payment of qualified higher education expenses. The course addresses the different plans and their respective benefits, as well as the rules that govern contributions to and distributions from these plans. Other issues addressed include the required coordination between QTPs and other education expense programs; the effect of QTPs on student eligibility for financial aid; the associated income, gift, and/or estate tax treatments for both contributions and distributions; and some of the important considerations in choosing a QTP.

SKILL LEVEL:
Intermediate
CREDIT HOURS:
General
2
Eligible CE IWI
2

Senior Needs Planning, 6th Edition (CFP)

Retirement Planning

Understand the financial concerns facing your retired clients. This course will help you increase the value of the consultative services you provide your clients by offering strategic solutions to address those concerns and make you aware of the market conduct and ethical issues involved in serving the senior market.

SKILL LEVEL:
Intermediate
CREDIT HOURS:
General
6.5
Eligible CE IWI
6.5

Taxation of Life Insurance and Annuities, 2nd Edition (CFP)

Financial Planning

This course provides an introduction to the income taxation of life insurance products and annuities. The lessons discuss life insurance as a financial product, term and permanent life insurance, rights and benefits of life insurance ownership, settlement options, and taxation. The lesson on annuities covers the role of annuities in investment planning and taxation issues.

SKILL LEVEL:
Advanced
CREDIT HOURS:
General
2
Eligible CE IWI
2

Understanding 1035 Exchanges (CFP)

Financial Planning

The purpose of this course is to examine Internal Revenue Code (IRC) Section 1035 and the planning capabilities it requires. The course covers the basic tax treatment of life insurance and annuities, the purpose of Section 1035, the exchange rules of life insurance and annuities, the meaning of policy replacement, and the procedures for properly effecting a 1035 exchange.

SKILL LEVEL:
Intermediate
CREDIT HOURS:
General
1.5
Eligible CE IWI
1.5

Understanding IRAs, 5th Edition (CFP)

Retirement Planning

Traditional IRAs, Roth IRAs, education IRAs, and medical savings accounts are the subject of this course. Learn how these savings vehicles can be used with employer-sponsored retirement plans and medical savings accounts as part of an overall personal financial strategy, for both retirement and pre-retirement savings.

SKILL LEVEL:
Intermediate
CREDIT HOURS:
General
5
Eligible CE IWI
5

Understanding Wills and Intestacy, 2nd Edition (CFP)

Estate Planning

Learners will be able to understand the differences between wills and intestacy and explain the impact of each on an individual's estate and the estate settlement process. This course also covers the laws of intestacy, the intestacy process, and the reason some people die intestate, as well as the general requirements of a valid will, the different types of wills, and the process of drafting and executing a will. It includes sample documents and exercises to help the student gain mastery of the complex language of estate planning.

SKILL LEVEL:
Intermediate
CREDIT HOURS:
General
2
Eligible CE IWI
2

Variable Contracts, 2nd Edition Revised (CFP)

Financial Planning

Take your knowledge of variable contracts to the next level. Learn to describe the formal characteristics of fixed premium variable life, variable universal life, and variable annuities to prospects and clients; determine suitability requirements of variable contracts; and explain and recommend asset allocation based on your clients' needs.

SKILL LEVEL:
Intermediate
CREDIT HOURS:
General
5
Eligible CE IWI
5

Variable Contracts: Case Studies, 1st Edition Revised (CFP)

Financial Planning

Explore the steps in the variable life insurance and annuity sales process through a series of case studies. Meet the clients, conduct a fact-finding interview, create a plan, present the plan, and follow up to determine if the plan continues to best serve the client.

SKILL LEVEL:
Intermediate
CREDIT HOURS:
General
3
Eligible CE IWI
3

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

The College for Financial Planning®—a Kaplan Company does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNER, and CFP® (with plaque design) certification marks. CFP® certification is granted only by Certified Financial Planner Board of Standards, Inc. to those persons who, in addition to completing an educational requirement such as this CFP Board-Registered Program, have met its ethics, experience, and examination requirements. The College for Financial Planning®—a Kaplan Company is an education and exam prep review provider for the CFP® Certification Examination administered by Certified Financial Planner Board of Standards, Inc. CFP Board does not endorse any education or review course or receive financial remuneration from education or review course providers.