MYCPE ONE
Summary

Finding Free CFP CE Credits is often harder than it should be, especially when advisors want courses that are both credible and genuinely no cost. 

This guide makes the process simple by offering free CFP®-approved courses and explaining how each one fits common CE needs. Get clear guidance on verifying eligibility and choosing the right learning formats to maintain their certification without stress or unnecessary costs.

Staying current with financial planning knowledge is essential for every CFP® professional. With over 98,000 active CFP® certificants in the U.S. (CFP Board, 2024), the demand for accessible continuing education is higher than ever. However, finding truly Free CFP CE Credits that are CFP Board–approved can be challenging.

In this article, explore five best CFP®-board-approved Free courses to earn CFP® CE credits without breaking the bank. These continuing education courses offer valuable insights and help meet your cfp continuing education requirements.

Free CFP® CE Courses 

Courses
Free Reg. link
Credits
Rating
Pre-Death Planning: Securing Clients’ Future
Click here1 Credit4.5
Retirement Planning after the OBBBA and the Secure Acts
Click here1 Credit4.4
Advisors Guide to Serving The Next Generation of Investors
Click here1 Credit4.5
OBBB Tools for Personal Finance Resilience in Volatile MarketsClick here1 Credit4.5
OBBBA Impact on Personal Deductions, Credits, and Loan Discharge
Click here1 Credit4.5

CFP CE Course Description

1. 2026 Tax-Efficient Retirement Strategies for Market Shifts

  No. of Credits: 1

  Subject Area: Tax & Retirement Planning

  Speaker: Drew Stevens

  Reg Link: Click here

Markets are choppy, tax rules are shifting, and retirement timelines are changing. This session helps CFP professionals rethink retirement positioning for 2026 and beyond. You’ll review how tax policy, market volatility and new tools, including crypto-linked structures, influence long-term planning. 

As part of your free CFP courses, this program supports smarter portfolio design while you earn free CFP CE credits.

Key Topics Covered:

  • Market volatility and retirement positioning
  • Tax-aware investment vehicles and strategies
  • Building a personalized retirement roadmap
  • DOGE and financial system efficiency
  • Traditional vs crypto-enhanced retirement portfolios

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2. Investing in REITs: Strategies for Financial Success

  No. of Credits: 1

  Subject Area: Tax Planning & Compliance

  Speaker: Dr. Robert Minniti

  Reg Link: Click here

Real Estate Investment Trusts (REITs) are powerful investment tools, yet many investors and even advisors misunderstand how they operate. This course breaks down the structure, purpose and performance drivers behind REITs so CFP professionals can clearly explain their benefits, drawbacks and suitability across different client goals.

It is ideal for advisors seeking free CFP CE courses that also deliver practical, decision-ready insight and free CFP CE credits.

Key Topics Covered:

  • Core features and mechanics of REITs
  • Advantages and risks of REIT-based investing
  • Dividend distribution and cash flow considerations
  • Differences among Commercial, Residential and Mortgage REITs
  • Suitability considerations for client portfolios

3. Financial Planning After the BBB: Tax Law Changes You Need to Know

  No. of Credits: 1

  Subject Area: Financial & Tax Planning

  Speaker:  Ilene Slatko

  Reg Link: Click here

The new budget law reshapes core areas of tax and financial planning, from SALT to green incentives and healthcare provisions. This course walks CFP professionals through the most important changes hidden in the extensive legislation, translating technical language into client-ready strategies. 

You’ll learn how to adjust plans for different income levels and life stages, using real scenarios. 

Major Topics Covered:

  • Key financial planning shifts under BBB
  • New and updated planning opportunities
  • Communicating changes clearly to clients
  • Timelines and rollout considerations
  • Distinguishing new, revised, and repealed rules


4. OBBB Tools for Personal Finance Resilience in Volatile Markets

  No. of Credits: 1

  Subject Area: Financial Planning

  Speaker: Ilene Slatko

  Reg Link: Click here

Disruption is now a permanent feature of the financial landscape. This course helps CFP professionals translate the One Big Beautiful Bill (OBBB) and other disruption drivers into practical portfolio strategies. You’ll connect policy shocks, market swings and global events to real client decisions, with a focus on resilience and downside protection. 

Ideal for advisors looking for free CFP CE courses that blend policy insight with portfolio design, while earning free CFP CE credits.

Major Topics Covered:

  • OBBB’s influence on markets and portfolios
  • Lessons from past disruption cycles
  • Key disruption drivers and risk channels
  • Client communication during policy change
  • Long-term tactics for resilient portfolios

5. Education Tax Benefits

  No. of Credits: 1

  Subject Area: Taxes

  Speaker: Jason Dinesen

  Reg Link: Click here

Many taxpayers miss out on valuable education tax credits simply because they don’t know what’s available. Understanding these benefits can help reduce tax bills and make education more affordable.

This course breaks down the American Opportunity Credit (AOC), Lifetime Learning Credit (LLC), student loan interest deductions, and 529 savings plans. We’ll also cover the new 529 plan rollover to Roth IRAs and how it impacts taxes. Whether you’re a tax professional or a taxpayer looking to save, this session will help you navigate education tax benefits with confidence.

Major Topics Covered:

  • American Opportunity Credit & Lifetime Learning Credit eligibility
  • How 529 plans and Education Savings Accounts (ESAs) work
  • Student loan interest deductions and who qualifies
  • How tax-free scholarships affect education tax credits
  • IRS rules and tax preparer due diligence

Why are you investing a lot of money if you are getting similar courses for Free? MYCPE ONE is the platform where professionals from Taxes, Finance, Accounting, Auditing, and HR can avail credits at no cost. Here you can easily earn free CFP® CE credits and other credits as per the designations by attending our courses in free trial.

Why is MYCPE ONE No.1 Choice for CFP®?

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What Professionals Say About MYCPE ONE

Jordan Mann, CFA Senior Vice President
Great Experience!
“I am excited about using the product since it makes everything very easy to use and track. You can track your courses and CPE certifications, and they offer ready-made packages based on what you need. It helps save time without having to search for individual courses.”

⭐⭐⭐⭐⭐

Source- Trustpilot

Conclusion

As a CFP® professional, you know the value of staying informed and ahead of change. With MYCPE ONE, accessing high-quality, CFP Board–approved courses is simple and affordable. Make the most of these free CPE credits to strengthen your expertise, stay current with evolving financial trends and continue delivering exceptional value to your clients.

FAQs

As per the CFP® Board's guidelines, you need to complete 30 hours of CE every 2-year CE reporting period, which includes 2 hours of cfp ethics ce.


Ethics CE credits are crucial for CFP® professionals as they ensure ongoing competence in ethical standards, fostering trust with clients. The CFP® Board requires specific cfp ethics courses as part of the continuing education requirements.

Free CFP® CE courses can count towards your Continuing Professional Education (CPE) requirements if they are approved by the CFP® Board and meet the necessary criteria. MYCPE ONE offers a variety of free ce credit options for financial planning professionals.

Yes, you can carry over up to 15 CE hours to the next reporting period, but these hours cannot be counted towards fulfilling the ethics continuing education requirement set by the CFP® Board. Yes, you can carry over up to 15 CE hours to the next reporting period, but these hours cannot be counted towards fulfilling the ethics continuing education requirement set by the CFP® Board.

Imtiaz Munshi, CPA

Imtiaz Munshi, CPA

CFO, AZSTEC LLC

Imtiaz Munshi, CPA (US), is the CFO at Azstec, LLC and a trusted advisor to high-net-worth entrepreneurs. A seasoned tax planner and a business strategist with his 25 years of experience, he helps businesses grow smarter and stronger. Imtiaz specializes in guiding entrepreneurs and enterprises through complex financial decisions with clarity and confidence. His passion lies in simplifying strategy, optimizing tax outcomes, and driving sustainable growth. Through his work and thought leadership, Imtiaz continues to empower CPAs and business owners to stay ahead in an evolving financial landscape shaped by AI, ESG, and data-driven change.

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