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Find the CE option that fits your schedule and goals. Browse self-paced courses, certificate programs, or professional designations designed to make renewal simple.
With continuous updates on financial trends, tax laws, and investment strategies, our CE programs ensure that financial planners stay current with industry changes.
Most of our professional designation programs qualify for CE hours for CFP® certification renewal. Advisors gain expertise and a credential in another financial discipline while simultaneously fulfilling CE requirements.
Choose from self-paced online courses and live webinars to fit your schedule and learning style.
Courses
Total Access CE
Take all the online continuing education courses you want (except our Ethics CE course*) for one price. 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 CE credits required every two years to maintain authorized use of your designation.
Certificates
Certificate Programs
Our online certificate programs help you gain additional skills and knowledge in specific areas to enable you to create better outcomes for your clients. Certain certificate programs also help fulfill CE hours for CFP® certification.
Professional Designations
Designation Programs
Most of our professional designation programs qualify for CE hours for CFP® certification renewal. Advisors gain expertise and a credential in another financial discipline while simultaneously fulfilling CE requirements.
Courses
Ethics CE
Designed to educate CFP® professionals about CFP Board’s Code of Ethics and Standards of Conduct, this course fulfills CFP Board’s 2-hour ethics requirement.
Courses
The One Big Beautiful Bill
Focused on the practical implications for financial professionals, you’ll learn how to adapt your advising approach to support clients in achieving their financial goals amidst regulatory shifts.options to meet CFP® continuing education (CE) requirements, including Ethics CE Courses, Total Access CE, live and recorded CE webinars, professional designation programs, and specialized certificate courses.
of our professional designations provide CE hours for CFP® certification renewal, enabling you to gain a credential in another financial discipline while simultaneously fulfilling CE requirements.
Questions? Book an appointment. Our enrollment team will help you choose the right program and guide you through the entire process.
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.
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.
The ETFs & Portfolio Construction program 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).
