Wealth Management Designation Continuing Education Package

Total Access CE for CFP Professionals
Wealth Management Designation CE Package
$100.00

Keep on top of industry trends and current hot-button financial topics while earning CE credit. College for Financial Planning®—A Kaplan Company has designed this continuing education package specifically for designees. This package includes only the courses that are relevant to you, giving you the best value without spending your time sorting through courses to determine which will qualify for wealth management CE credit. The College for Financial Planning is proud to be a CFP Board Quality CE Partner.

 

The package includes:

  • 12 wealth management courses 
  • Over 50 hours of credit to choose from
  • 365 days of unlimited access 
  • Printable certificate
  • CE courses taken from the College are exempt from the College's professional designation CE audits.

Need more information about the requirements to renew? Visit the professional designation renewal requirements page to learn more.

Note: This library does not provide state Insurance CE.

CE Courses Included in Package

Filter Results
SUBJECT
CREDIT TYPE
CREDIT HOURS
Showing 10 of 12 Online Courses

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

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

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

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 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

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 Life Insurance, 2nd Edition, 3rd Revision (CFP)

Life Insurance

This is a valuable, first-step training course that explains the job of selling life insurance and what is expected from new agents. It includes tips for a successful career, techniques for identifying insurance markets and analyzing financial needs, finding and contacting prospects, planning presentations, completing the sale, uses for life insurance products, analyzing life insurance policies, and developing professional work habits.

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

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

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

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