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Multiple Continuing Education Credit
with Kaplan's CE Offerings

Receive CE Credit for Multiple Designations

Complete one CE course and receive credit for multiple designations with select Kaplan Financial Education insurance CE courses. Our library features multi-designation credit for CFP® CE credit, CLU®, ChFC®, CASL® CIMA®, CIMC®, and CPWA®.

CFP® Certification Renewal

Our CFP® CE credit approved courses offer CERTIFIED FINANCIAL PLANNERS more options to meet certification renewal requirements. An insurance license is not required to attend Kaplan’s insurance CE courses.

Important Filing and Completing Information

Follow these steps to receive insurance CE and CFP® certification credit:

  • Review the approved course list.
  • Select your state and CE course.
  • Complete the state insurance CE course and exam.
  • Upon completion of the selected course, you will receive an Insurance CE completion certificate. To receive a second completion certificate for your CFP® certification renewal, download and complete the request form here »

To obtain CE credit for CFP® certification renewal only, follow these steps:

  • Review the approved course list for CFP® certification renewal.
  • Contact Kaplan at 800.824.8742 to enroll in the course and tell the representative you will be taking the course for CFP® certification renewal.
  • You will receive a completion certificate for the course taken. 

Download Course List

CLU®, ChFC®, CASL® Professional Re-certification Program

Receive professional recertification program credit for the following sponsored designations by The American College of Financial Services:

 

  • Chartered Life Underwriter® (CLU®)

  • Chartered Financial Consultant® (ChFC®)

  • Chartered Advisor for Senior Living® (CASL®)

 

Important Filing and Completion Information:

Follow these steps to receive professional re-certification credit:

  • Review the approved course list for The American College Designations’.
  • Select your state and CE course.
  • Complete the state Insurance CE course and exam.
  • The American College requires submission for CE hours. See The American College website for important professional recertification Program Guidelines.
  • Keep a copy of your insurance CE completion certificate for one year following your professional recertification Program renewal period as proof of your program credit.

Download Course List

 

CIMA®, CIMC®, CPWA® Continuing Education

  • Receive CE credit for the following Investments and Wealth Institute’s designations: 
  • Certified Investment Management Analyst (CIMA®)
  • Certified Investment Management Consultants® (CIMC®)
  • Certified Private Wealth Advisor® (CPWA®)

 

Important Filing and Completion Information:

Follow these steps to receive insurance CE and CIMA®, CIMC®, or CPWA® certification credit:

  • Review the approved course list for The Institute’s CE credit. Please note: Investments and Wealth Institute credit is not available in all states or for all courses.
  • Select your state and CE course.
  • Complete the state insurance CE course and exam.
  • Upon completion of the selected course, you will receive an Insurance CE completion certificate.

CIMA®, CIMC®, or CPWA® certification holders may report this CE program online:

 

  • Log in to your Investments and Wealth Institute account.
  • Fill In: Program ID# and Date Attended Fields.
  • Leave Blank: Provider Name.

Download Course List

 

Shop Continuing Education Products For Your Industry

Kaplan offers a variety of CE products to keep professionals up to date by industry and state standards.