Build Your Own 30-Hour CE Package for $74.95!

Additional Hour Fee: Each additional hour over 30 is $0.75

Discount is automatically applied at checkout

Course Completion Reporting: Course completions are reported to CFP Board twice every business day.

Filing Fee: CFP Board charges a fee of $0.60 per hour to report your credit hours. This will be added to your order total.

CFP Code of Ethics and StandardsHoursPrice

Ethics CE: A Practical Application of CFP Board’s Code and Standards new!

2.0$19.95

Professional Conduct and RegulationHoursPrice

AML - Everyone's Responsibility

0.5$12.95

AML Awareness

1.0$12.95

AML Practices for the Insurance Producer: Recognizing Red Flags

3.0$15.95

AML, Cybersecurity and the IAR new!

2.0$14.95

AML: Understanding the Rules for Insurance Producers and Employees

2.0$14.95

Anti-Money Laundering for the Insurance Industry

3.0$15.95

Case Studies in Ethics and Fraud new!

1.0$12.95

Compliance Highlights Vol. 9

0.5$12.95

Conflicts of Interest

0.5$12.95

Effective and Ethical Communication with Seniors

5.0$24.95

Elder Financial Abuse

1.0$12.95

Emerging Technologies Including Blockchain and AI

0.5$12.95

Ethical Business Practices: Diversity, Equity, and Inclusion

1.0$12.95

Ethical Practice Standards for Today's Producer

2.0$14.95

Ethically Serving Seniors with Diminished Capacity

2.0$14.95

Ethics - Fraud, Forgery and Other Failings

0.5$12.95

Ethics and Seniors: Understanding the Mature Market

2.0$14.95

Ethics for Producers: Cases and Comments

1.0$12.95

Financial Crimes

0.5$12.95

Fraud Detection

3.5$15.95

Fraud Investigation

3.5$15.95

Hot Topics in Employment Law

2.0$14.95

Money Laundering: Prevention and Detection

0.5$12.95

Obligations of Regulation Best Interest

0.5$12.95

Overview of Cryptocurrency and Digital Assets

0.5$12.95

Senior Investor Concerns

1.5$12.95

Senior Investors: Suitability and Trusted Contacts

0.5$12.95

Senior Market Sales Ethics

2.0$14.95

Understanding Digital Assets and Cryptocurrency

2.0$14.95

Exam Free InteractiveHoursPrice

4-Hour Annuity Suitability and Best Interest Standards

4.0$19.95

4-Hour Annuity Suitability and Best Interest Standards

4.0$19.95

Fixed Annuities

3.0$15.95

Life Insurance Ownership and Beneficiary Designations

3.0$15.95

Taxation of Life Insurance and Annuities

3.0$15.95

Variable Annuities

3.0$15.95

Estate PlanningHoursPrice

DOL Retirement Security Rule

1.0$12.95

Estate Planning Techniques for Small Business Owners

6.0$29.95

Estate, Gift, Trust, and Generation-Skipping Transfer Taxes

5.0$24.95

Fundamentals of Estate Planning

10.0$49.95

Insurance for Estate Planning

6.0$29.95

Living Trusts and Avoiding Probate

5.0$24.95

General Principles of Financial PlanningHoursPrice

Analyzing Property/Casualty Insurance Policies and Their Key Provisions

4.0$19.95

Avoiding Penalties on Annuity Withdrawals

2.0$14.95

Charitable Donations - Cash and Noncash

3.0$15.95

Cybersecurity: Protecting Your Clients and Your Practice

2.0$14.95

DOL Retirement Security Rule

1.0$12.95

Financial Planning for Today's Consumer

7.0$34.95

Health Reimbursement Arrangements: QSEHRAs, ICHRAs, and EBHRAs

4.0$19.95

How to Structure an Annuity Contract

3.0$15.95

Irrevocable Life Insurance Trusts

5.0$24.95

Life Insurance for Businesses

6.0$29.95

Life Insurance Riders: Accelerated Death Benefits and Long-Term Care

3.0$15.95

Life Insurance Strategies for Small Businesses

5.0$24.95

Living Benefits of Life Insurance

3.0$15.95

Medicare Advantage Plans and Supplemental Benefits

2.0$14.95

Medicare Appeals: Helping Your Clients Through the Process

2.0$14.95

Medicare Coordination with Employer Health Plans

5.0$24.95

More About Medicare: Home Health, Skilled Nursing Facility, and Hospice Care Benefits

3.0$15.95

Personal Life Insurance Planning: Mistakes to Avoid

2.0$14.95

Preparing Personal Financial Statements

1.0$12.95

Principles of Wealth Management

6.0$29.95

Senior Needs Planning

11.0$54.95

Seniors: Ethics and Needs Planning new!

3.0$15.95

Survey of Employee Benefits

7.0$34.95

Term Life Insurance

4.0$19.95

Investment PlanningHoursPrice

Mutual Funds

3.0$15.95

Virtual Currency Transactions and Form 1040

1.0$12.95

Retirement Savings & Income PlanningHoursPrice

401(k) Plans

6.0$29.95

4-Hour Annuity Suitability and Best Interest Standards

4.0$19.95

4-Hour Annuity Suitability and Best Interest Standards

4.0$19.95

Annuities: Definitions, Suitability and Riders

3.0$15.95

Critical Decisions for Retirement Planning

4.0$19.95

Deferred Income Annuities and QLACs

1.0$12.95

Distribution Planning

9.0$44.95

Fixed Annuities

4.0$19.95

Indexed Annuities

4.0$19.95

Individual Retirement Accounts

5.0$24.95

Inherited IRAs and Beneficiary Designations

4.0$19.95

IRA Rollovers

7.0$34.95

Medicare, Medicaid and Medicare Supplements

8.0$39.95

Retirement Planning Strategies

7.0$34.95

Social Security Strategies

6.0$29.95

Using Annuities for Retirement Income

3.0$15.95

Variable Annuities

4.0$19.95

Risk Management and Insurance PlanningHoursPrice

4-Hour Long-Term Care Review

5.0$19.95

ACA and the Basics of Health Insurance Exchanges

2.0$14.95

Avoiding Penalties on Annuity Withdrawals

2.0$14.95

Critical Decisions for Retirement Planning

4.0$19.95

Group Life Insurance

3.0$15.95

Health Insurance Programs for Seniors

2.0$14.95

Health Savings Accounts

3.0$15.95

Life and Health Insurance Essentials

11.0$54.95

Life Insurance Ownership and Beneficiary Designations

3.0$15.95

Long-Term Care 4-Hour Training

4.0$19.95

Long-Term Care: Programs, Policies, and Partnerships

5.0$19.95

Personal Life Insurance Planning

4.0$19.95

Tax PlanningHoursPrice

Corporations, Partnerships, and Other Business Entities--Introduction

1.0$12.95

Essential SECURE Act 2.0: What’s Changed and Why It Matters

3.0$15.95

Gigs and Taxes

1.0$12.95

Residential Rental Properties

3.0$15.95

Section 1031 Real Property Like-Kind Exchanges

2.0$14.95

Taxation of Life Insurance and Annuities

5.0$24.95

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CFP Certification CE CE Requirements

CFP Certification CE CE Provider Number: 2257

Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP^®, CERTIFIED FINANCIALPLANNER TM and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

License Look-up

Renew License

CFP Board Website

CFP Board CFP Continuing Education Course Category Restrictions

If Insurance CE credit is declined at the time of course purchase, it is not guaranteed that the credit may be added later due to course delivery requirements differing from state to state. Please contact WebCE Customer Service for further questions.

What are the CE Requirements for the CFP Certification?

30 hours

Are there any subject area requirements for CFP CE?

Ethics: 2-hours of CFP Board-approved Ethics CE

Can CFP CE courses be repeated?

Courses cannot be repeated more than once in a 2 year license term.

When does CFP CE have to be completed?

The certification period expires on the last day of the renewal month every two years. The expiration date is located on the CFP Board ID card and can also be accessed by logging in at the CFP Board’s website.

Can CFP CE course hours carry over to the next renewal cycle?

Excess CE may not be carried forward to the next 2-year license term.

What is the renewal process for a CFP Certification?

Complete CE requirements including the CFP Board-approved ethics CE course
Note: The CE requirement is effective immediately upon initial certification. The number of CE hours for newly-certified CFP^® certificants is prorated for the period from initial certification to the end of the initial certification period.
Complete a Renewal Application every year in order to renew your CFP^® certification
Pay an annual certification fee. You can pay the fee online by logging into your CFP Board account.

What are the WebCE CFP Board Certification CE course requirements?

WebCE courses are online self-study courses with non-monitored open-book final exams. Students should read through course material before taking final exam

Note: Per the CFP Board-approved Ethics CE course regulations, students must read all chapters of the online course material before taking the non-monitored closed-book exam.

Passing score: 70%
If the final exam is not passed on the first attempt, students have an unlimited number of retakes.

Note: Per the CFP Board-approved Ethics CE course regulations, if a student fails the ethics CE exam more than three times they must restart the course from the beginning.

What is the access period for WebCE CFP Board Certification CE courses?

12 months from the original date of purchase

How often does WebCE report CFP Board Certification CE course completions?

Twice every business day.

Does WebCE supply a certificate of completion for CFP Board Certification CE courses?

Online PDF certificates of completion are available to print immediately after the final exam is passed.

Who to contact for additional questions

CFP Board

Phone: 800-487-1497
Email: info@CFPBoard.org
Questions about your renewal: renewal@CFPBoard.org
Website: https://www.cfp.net/

This information is based on state laws and regulations and is subject to change. WebCE makes every effort to make sure this information is current and accurate, however, WebCE is not engaged in rendering legal or professional advice and shall not be held responsible for inaccuracies contained herein. We urge you to check with your certification regulating body for complete and current information about its licensing rules and requirements.

Last updated on 1/31/2025

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