Following the initial conferment of one of the College for Financial Planning®—a Kaplan Company’s professional designations, designees are required to complete 16 continuing education credits* every two years with any CE provider to maintain authorized use of the credential. Ongoing CE ensures designees are knowledgeable on current industry trends in the financial market.
For details about professional designation renewal requirements, learn more here.
Library
Financial Planning CE Library
Meet your continuing education requirements with our Financial Planning CE Library. Access an expansive library of online video courses that fulfill the College’s CE requirements for professional designation holders while helping you build expertise and stay current with emerging trends and industry topics.
Online Courses
Professional Designation Programs
Completion of a new professional designation through the College fulfills CE hours as part of the renewal of your current designation. Earning a professional designation also provides you with skills and expertise in financial disciplines such as retirement planning, behavioral finance, wealth management for sports and entertainment professionals, and more.
Online Courses
Accredited Investment Fiduciary® Training
Gain the fiduciary knowledge and tools you need to serve clients’ best interests while growing your business. You’ll attain a fundamental understanding of fiduciary duty principles, the fiduciary standards of conduct, and a process for carrying out fiduciary responsibilities. The program helps fulfills 7 CE credits as part of your current designation renewal.
The College’s education program helps potential AIF® exam candidates satisfy the AIF® designation training requirement.
Online Courses
ETFs & Portfolio Construction Certificate Program
Gain the fundamental knowledge and skills to confidently address investor interest in ETFs and integrate ETFs into investment strategies. The ETFs & Portfolio Construction certificate program provides an understanding of exchange-traded funds (ETFs) and how they can be used to develop a broad range of diversified investment portfolios that meet client needs.
Questions? Book an appointment. Our enrollment team will help you choose the right program and guide you through the entire process.
*NOTE: MPAS® designees are required to have 40 CE credits every two years.
The Accredited Investment Fiduciary® (AIF®) Training is a certificate program, whereby a certificate of completion is issued upon successful program completion. The program does not award a professional certification (i.e., a credential that demonstrates the holder's specialized knowledge, skills, and experience).
Fi360, a Broadridge Company, owns the certification mark AIF® which it authorizes use of by individuals who successfully complete initial and ongoing designation requirements.
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