Continuing Education (CE) Courses for College for Financial Planning® Professional Designation Holders
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.
Here are online courses the College offers that can help you fulfill your CE requirements:
- Accredited Investment Fiduciary® Training
The Accredited Investment Fiduciary® (AIF®) Training empowers financial professionals like you with the fiduciary knowledge and tools you need to serve your clients’ best interests while successfully growing your business. You’ll gain a fundamental understanding of the principles of fiduciary duties, the standards of conduct for acting as a fiduciary, and a process for carrying out fiduciary responsibilities. The program helps fulfills 7 CE credits as part of the renewal of your current designation.
The College’s education program helps candidates looking to sit for the AIF® exam satisfy the training requirement of the AIF® designation.
- ETFs & Portfolio Construction Certificate Program
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. Gain the fundamental knowledge and skills to confidently address investor interest in ETFs and integrate ETFs into investment strategies.
- 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, sustainable investing, wealth management for sports and entertainment professionals, and more.
- Wealth Management Designation CE Package
College for Financial Planning®—a Kaplan Company has designed this CE package specifically for designees. It 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 CE credit toward renewal of a professional designation you hold with the College.
For details about professional designation renewal requirements, learn more here.
Accredited Investment Fiduciary® Training
Gain the fiduciary knowledge and tools to serve clients’ best interests while growing your business.
ETFs & Portfolio Construction Certificate
Gain the fundamental knowledge and skills to address investor interest in exchange-traded funds (ETFs) and integrate ETFs into investment strategies.
Professional Designation Programs
Completion of a new professional designation through the College fulfills CE hours as part of the renewal of your current designation.
Wealth Management Designation CE Package
Explore ways to fulfill your CE requirements and maintain your wealth management designation.
Have Questions? Make an Appointment
Our enrollment team is here to help you choose the program that's right for you. We'll explain your options and support you through the enrollment 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.