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:

  • 15+ wealth management courses 
  • Over 80 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

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CREDIT HOURS
Showing 10 of 16 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:

CREDIT HOURS:

General
4
Eligible CFP® CE Hours
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:

CREDIT HOURS:

General
3
Eligible CFP® CE Hours
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:

CREDIT HOURS:

General
2
Eligible CFP® CE Hours
2

Business Insurance Concepts, 10th Edition (CFP)

Financial Planning

This comprehensive course examines the insurance products and concepts that meet business insurance needs. It compares proprietorships, partnerships, and corporations, and then discusses key employee insurance, deferred compensation, split-dollar plans, executive bonus plans, and group insurance. It includes sample advanced sales agreements, plus valuable prospecting tips and sales ideas. The last unit explains financial statements and shows how to use them as sales tools.

SKILL LEVEL:

CREDIT HOURS:

General
5
Eligible CFP® CE Hours
5

Estate Planning Concepts, 12th 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:

CREDIT HOURS:

General
5
Eligible CFP® CE Hours
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:

CREDIT HOURS:

General
2.5
Eligible CFP® CE Hours
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:

CREDIT HOURS:

General
13
Eligible CFP® CE Hours
13

Financial Products Training Course, 7th Edition (CFP)

Financial Planning

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:

CREDIT HOURS:

General
7.5
Eligible CFP® CE Hours
7.5

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:

CREDIT HOURS:

Financial Planning
5
Eligible CFP® CE Hours
5

Introduction to Advanced Markets, 4th Edition (CFP)

Life Insurance

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:

CREDIT HOURS:

General
5
Eligible CFP® CE Hours
5