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Free CFP® CE Credits for Professionals

Imtiaz Munshi, CPA

Last Updated: Jul 17, 2026
8711

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
Form 1040 Financial Planning Strategies: OBBB Updates	Click here	2 Credit	4.6
Child and Dependent Care Credit with Form 2441 Guidance	Click here	2 Credit	4.6
IRS Rules for Dependents, Filing Status, and Divorce	Click here	1 Credit	4.7
Risk Management in Financial Planning: OBBBA & Regulatory Updates	Click here	2 Credit	4.5
Characteristics, Uses, and Taxes of Investment Vehicles	Click here	1 Credit	4.8

CFP CE Course Description

1. Form 1040 Financial Planning Strategies: OBBB Updates

No. of Credits: 2

Subject Area: Taxs

Speaker: Warren Bergstein, CPA, AEP©

Reg Link: Click here

Form 1040 contains valuable information that can guide tax, retirement, and investment planning. This session helps financial and tax professionals examine the 2026 Form 1040, identify essential client details, and understand how OBBB updates may affect income, deductions, credits, and overall tax liability.

As part of your free CPF courses, this program explores practical strategies for applying tax brackets, evaluating retirement withdrawals, and identifying overlooked planning opportunities while you earn free CFP CE credits.

Key Topics Covered:

Form 1040 parts and schedules for 2026
OBBB updates affecting individual tax returns
Tax brackets and taxable income planning
Deductions, credits, and tax calculations
Retirement and investment planning opportunities

2. Child and Dependent Care Credit with Form 2441 Guidance

No. of Credits: 2

Subject Area: Taxes

Speaker: Jason Dinesen, EA

Reg Link: Click here

The child and dependent care credit can provide valuable tax savings, but qualifying persons, eligible expenses, and earned income rules can make Form 2441 challenging. This course helps tax professionals apply the IRS qualification tests, evaluate daycare and camp expenses, and calculate the credit accurately.

It is ideal for professionals seeking CPE courses that deliver practical guidance while helping them earn free CFP credits and prepare for upcoming OBBB changes.

Key Topics Covered:

Qualifying persons and eligible care expenses
IRS seven-step credit qualification test
Earned income rules and special exceptions
Dependent care benefits and taxable amounts
OBBB credit and benefit changes for 2026

3. IRS Rules for Dependents, Filing Status, and Divorce

No. of Credits: 1

Subject Area: Taxes

Speaker: Jason Dinesen, EA

Reg Link: Click here

Filing status and dependent rules can significantly affect a taxpayer’s deductions, credits, and overall tax liability. This course helps tax professionals understand Head of Household, Qualifying Surviving Spouse, and Married Filing Separately rules, including how divorce and qualifying relationships affect eligibility.

This session uses practical scenarios to clarify complex filing decisions and strengthen client tax-planning strategies.

Major Topics Covered:

Head of Household eligibility requirements
Qualifying Surviving Spouse rules
Married Filing Separately limitations
Dependents and specified-relative relationships

4. Risk Management in Financial Planning: OBBBA & Regulatory Updates

No. of Credits: 2

Subject Area: Finance

Reg Link: Click here

Risk is unavoidable in financial planning, but the right strategies can help individuals and organizations reduce its financial impact. This course explores risk identification, assessment, reduction, and transfer while addressing personal, business, cyber, property, health, mortality, and longevity risks.

Ideal for professionals seeking free finance CPE courses, this session explains how insurance, regulatory updates, and structured risk-management processes support better financial decisions while helping you earn free CFP CPE credits.

Major Topics Covered:

Risk identification, reduction, and transfer
Personal and enterprise risk management
Cyber, property, and global risk exposures
Insurance principles and risk-transfer strategies
OBBBA and regulatory planning updates

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5. Characteristics, Uses, and Taxes of Investment Vehicles

No. of Credits: 1

Subject Area: Finance

Speaker: Drew Stevens, CSA, CFF

Reg Link: Click here

Investment vehicles differ in structure, risk, tax treatment, and suitability for client portfolios. This course helps financial professionals compare equities, fixed-income instruments, mutual funds, ETFs, and alternative investments while evaluating how dividends, interest, and capital gains affect after-tax returns.

This webinar offers practical guidance for selecting tax-efficient investments, improving diversification, and aligning portfolio decisions with client goals while earning free CFP credits.

Major Topics Covered:

Characteristics of major investment vehicles
Taxation of dividends, interest, and capital gains
Equity and fixed-income investments
Mutual funds versus ETFs
Alternative investments and after-tax returns

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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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.”

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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.

About the Author

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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