Access to cutting-edge industry knowledge and practices.
Comprehensive training designed to meet professional needs.
Fulfill compliance requirements while acquiring valuable skills.
Ongoing updates to course content for relevant industry trends.
Sample Certificate
What You’ll learn
Unlock the world of opportunities for your clients and propel your success story with expertise in financial planning. Get equipped with strategies for your financial well-being by making smart investment decisions that ensure your estate, retirement, and well-rounded financial security. Develop personalized strategies for unique client requirements maintaining the harmony of wealth and investments.
Get Deeper Understanding of:
Financial need analysis.
The concepts of credit and debt for effective financial planning.
Budgeting strategy for long-term income security.
Personal financial planning for entrepreneurs.
Recommended For:
This certification course is aimed to support professionals who support their clients in financial planning and financial well-being such as CPAs, CFPs, CFAs, other finance professionals, and others who play a role in supporting the role of these professionals.
The certification course can also provide valuable insights into the role and functions of finance professionals for professionals having aspirations of Financial Planning role and students of Financial Planning.
The certification course can also be a good value provider for entrepreneurs, and managers to know more about Financial Planning.
Why take a Certified Financial Planning Professional Program (CFPP) with myCPE?
Planning, Budgeting, and Forecasting for
Certified Management Accountants (CMA)
2 CPE
Eligible
Finance for
Delaware Licensed Public Accountant (DE-LPA)
2 CPE
Eligible
Finance for
Certified Valuation Analyst (CVA)
2 CPE
Eligible
Finance for
Iowa Licensed Public Accountant (IA-LPA)
2 CPE
Eligible
Finance for
Maine Licensed Public Accountant (ME-LPA)
2 CPE
Eligible
Financial Planning and Analysis for
Certified Treasury Professional (CTP)
2 CE
Eligible
Financial Planning for
Chartered Life Underwriter (CLU)
2 CE
Eligible
Financial Litigation/Financial Forensics for
Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
2 CPE
Eligible
General finance principles and financial concepts for
Certified FP&A Professional (FP&A)
2 CE
Eligible
License details
Credits
Status
Finance for
Certified Public Accountants (CPA-US)
2 CPE
Approved
Planning, Budgeting, and Forecasting for
Certified Management Accountants (CMA)
2 CPE
Eligible
Finance for
Delaware Licensed Public Accountant (DE-LPA)
2 CPE
Eligible
Finance for
Certified Valuation Analyst (CVA)
2 CPE
Eligible
Finance for
Iowa Licensed Public Accountant (IA-LPA)
2 CPE
Eligible
Finance for
Maine Licensed Public Accountant (ME-LPA)
2 CPE
Eligible
Financial Planning and Analysis for
Certified Treasury Professional (CTP)
2 CE
Eligible
Financial Planning for
Chartered Life Underwriter (CLU)
2 CE
Eligible
Financial Litigation/Financial Forensics for
Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
2 CPE
Eligible
General finance principles and financial concepts for
Certified FP&A Professional (FP&A)
2 CE
Eligible
License details
Credits
Status
Finance for
Certified Public Accountants (CPA-US)
2 CPE
Approved
Planning, Budgeting, and Forecasting for
Certified Management Accountants (CMA)
2 CPE
Eligible
Finance for
Delaware Licensed Public Accountant (DE-LPA)
2 CPE
Eligible
Finance for
Certified Valuation Analyst (CVA)
2 CPE
Eligible
Finance for
Iowa Licensed Public Accountant (IA-LPA)
2 CPE
Eligible
Finance for
Maine Licensed Public Accountant (ME-LPA)
2 CPE
Eligible
Financial Planning and Analysis for
Certified Treasury Professional (CTP)
2 CE
Eligible
Financial Planning for
Chartered Life Underwriter (CLU)
2 CE
Eligible
Financial Litigation/Financial Forensics for
Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
2 CPE
Eligible
General finance principles and financial concepts for
Certified FP&A Professional (FP&A)
2 CE
Eligible
To explore definitions of financial planning, their application, and the legislative history that made financial planning significant to the general public.
to recognize the roles planners are subject to including tax, asset protection, privacy rules, special needs of families, etc., and introduce the process of financial planning and risks involved that makes the field important and interesting.
To explore the ethical standards that planners must follow to remain objective and independent.
Personal Financial Planning for
Personal Financial Specialist (PFS)
2 CPD
Eligible
Finance for
Chartered Financial Analyst (CFA)
2 PL
Eligible
Finance for
Delaware Licensed Public Accountant (DE-LPA)
2 CPE
Eligible
Financial Planning for
Chartered Financial Consultant (ChFC)
2 CE
Eligible
Association of Chartered Certified Accountants (ACCA)
2 CPD
Eligible
Financial Planning for
Certified Wealth Strategist (CWS)
2 CE
Eligible
Chartered Accountant - ICAEW
2 CPD
Eligible
Financial Planning for
Certified Fiduciary and Investment Risk Specialist (CFIRS)
2 CE
Eligible
Financial Planning for
Retirement Income Certified Professional (RICP)
2 CE
Eligible
Financial Planning for
Wealth Management Certified Professional (WMCP)
2 CE
Eligible
Financial Planning for
Financial Services Certified Professional (FSCP)
2 CE
Eligible
Finance for
Iowa Licensed Public Accountant (IA-LPA)
2 CPE
Eligible
Finance for
Maine Licensed Public Accountant (ME-LPA)
2 CPE
Eligible
Financial Planning for
Chartered Special Needs Consultant (ChSNC)
2 CE
Eligible
Insurance and Risk Management for
Certified Financial Planner - Canada
(Approval No. 13136)(Valid upto : Apr 13, 2025)
2 CE
Approved
Finance for
CIPM
2 PL
Eligible
Finance for
Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
2 CPE
Eligible
Chartered Accountants - Ireland (CAI)
2 CPD
Eligible
Chartered Accountants - Scotland
2 CPD
Eligible
CPA - Ireland
2 CPD
Eligible
Insurance and Risk Management for
Qualified Associate Financial Planner (QAFP)
(Approval No. 13136)(Valid upto : Apr 13, 2025)
2 CE
Approved
Financial Planning for
Chartered Advisor in Senior Living (CASL)
2 CE
Eligible
License details
Credits
Status
Finance for
Certified Public Accountants (CPA-US)
2 CPE
Approved
Finance for
CPA in Canada
2 CPD
Eligible
Personal Financial Planning for
Personal Financial Specialist (PFS)
2 CPD
Eligible
Finance for
Chartered Financial Analyst (CFA)
2 PL
Eligible
Finance for
Delaware Licensed Public Accountant (DE-LPA)
2 CPE
Eligible
Financial Planning for
Chartered Financial Consultant (ChFC)
2 CE
Eligible
Association of Chartered Certified Accountants (ACCA)
2 CPD
Eligible
Financial Planning for
Certified Wealth Strategist (CWS)
2 CE
Eligible
Chartered Accountant - ICAEW
2 CPD
Eligible
Financial Planning for
Certified Fiduciary and Investment Risk Specialist (CFIRS)
2 CE
Eligible
Financial Planning for
Retirement Income Certified Professional (RICP)
2 CE
Eligible
Financial Planning for
Wealth Management Certified Professional (WMCP)
2 CE
Eligible
Financial Planning for
Financial Services Certified Professional (FSCP)
2 CE
Eligible
Finance for
Iowa Licensed Public Accountant (IA-LPA)
2 CPE
Eligible
Finance for
Maine Licensed Public Accountant (ME-LPA)
2 CPE
Eligible
Financial Planning for
Chartered Special Needs Consultant (ChSNC)
2 CE
Eligible
Insurance and Risk Management for
Certified Financial Planner - Canada
(Approval No. 13136)(Valid upto : Apr 13, 2025)
2 CE
Approved
Finance for
CIPM
2 PL
Eligible
Finance for
Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
2 CPE
Eligible
Chartered Accountants - Ireland (CAI)
2 CPD
Eligible
Chartered Accountants - Scotland
2 CPD
Eligible
CPA - Ireland
2 CPD
Eligible
Insurance and Risk Management for
Qualified Associate Financial Planner (QAFP)
(Approval No. 13136)(Valid upto : Apr 13, 2025)
2 CE
Approved
Financial Planning for
Chartered Advisor in Senior Living (CASL)
2 CE
Eligible
License details
Credits
Status
Finance for
Certified Public Accountants (CPA-US)
2 CPE
Approved
Finance for
CPA in Canada
2 CPD
Eligible
Personal Financial Planning for
Personal Financial Specialist (PFS)
2 CPD
Eligible
Finance for
Chartered Financial Analyst (CFA)
2 PL
Eligible
Finance for
Delaware Licensed Public Accountant (DE-LPA)
2 CPE
Eligible
Financial Planning for
Chartered Financial Consultant (ChFC)
2 CE
Eligible
Association of Chartered Certified Accountants (ACCA)
2 CPD
Eligible
Financial Planning for
Certified Wealth Strategist (CWS)
2 CE
Eligible
Chartered Accountant - ICAEW
2 CPD
Eligible
Financial Planning for
Certified Fiduciary and Investment Risk Specialist (CFIRS)
2 CE
Eligible
Financial Planning for
Retirement Income Certified Professional (RICP)
2 CE
Eligible
Financial Planning for
Wealth Management Certified Professional (WMCP)
2 CE
Eligible
Financial Planning for
Financial Services Certified Professional (FSCP)
2 CE
Eligible
Finance for
Iowa Licensed Public Accountant (IA-LPA)
2 CPE
Eligible
Finance for
Maine Licensed Public Accountant (ME-LPA)
2 CPE
Eligible
Financial Planning for
Chartered Special Needs Consultant (ChSNC)
2 CE
Eligible
Insurance and Risk Management for
Certified Financial Planner - Canada
(Approval No. 13136)(Valid upto : Apr 13, 2025)
2 CE
Approved
Finance for
CIPM
2 PL
Eligible
Finance for
Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
2 CPE
Eligible
Chartered Accountants - Ireland (CAI)
2 CPD
Eligible
Chartered Accountants - Scotland
2 CPD
Eligible
CPA - Ireland
2 CPD
Eligible
Insurance and Risk Management for
Qualified Associate Financial Planner (QAFP)
(Approval No. 13136)(Valid upto : Apr 13, 2025)
2 CE
Approved
Financial Planning for
Chartered Advisor in Senior Living (CASL)
2 CE
Eligible
To discuss steps widely accepted to take a client’s profile and data and result in an implemented and monitored financial plan.
To identify in detail the techniques used to analyze and evaluate the client’s financial status and explore the importance of communication with the client and collaboration with other professionals in implementing the plan.
To review methods of developing and representing financial planning recommendations or alternatives, and master the financial planner role as a team member to collaborate with other professionals in implementing and monitoring the plan.
Retirement and Financial Independence Planning for
Personal Financial Specialist (PFS)
1.5 CPD
Eligible
Retirement Planning for
Chartered Financial Analyst (CFA)
1.5 PL
Eligible
Finance for
Delaware Licensed Public Accountant (DE-LPA)
1.5 CPE
Eligible
Retirement Planning for
Chartered Financial Consultant (ChFC)
1.5 CE
Eligible
Association of Chartered Certified Accountants (ACCA)
1.5 CPD
Eligible
Certified Wealth Strategist (CWS)
1.5 CE
Eligible
Chartered Accountant - ICAEW
1.5 CPD
Eligible
Trust and Estate Practitioners (TEP)
1.5 CPD
Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS)
1.5 CE
Eligible
Retirement Planning for
Retirement Income Certified Professional (RICP)
1.5 CE
Eligible
Retirement Planning for
Wealth Management Certified Professional (WMCP)
1.5 CE
Eligible
Retirement Planning for
Financial Services Certified Professional (FSCP)
1.5 CE
Eligible
Finance for
Certified Valuation Analyst (CVA)
1.5 CPE
Eligible
Professional Development for
Personal Financial Planner (PFP)
1.5 CE
Eligible
Finance for
Iowa Licensed Public Accountant (IA-LPA)
1.5 CPE
Eligible
Finance for
Maine Licensed Public Accountant (ME-LPA)
1.5 CPE
Eligible
Retirement Planning for
Chartered Advisor in Philanthropy (CAP)
1.5 CE
Eligible
Financial aspects of estate and retirement planning for
Certified Senior Advisor (CSA)
1.5 CE
Eligible
Retirement Planning for
Certified Financial Planner - Canada
(Approval No. 247506)(Valid upto : Feb 05, 2025)
1.5 CE
Approved
Professional Development for
Certified International Wealth Manager (CIWM)
1.5 CE
Eligible
Retirement Planning for
Chartered Life Underwriter (CLU)
1.5 CE
Eligible
Retirement Planning for
Chartered Special Needs Consultant (ChSNC)
1.5 CE
Eligible
Professional Development for
Designated Financial Services Advisor (DFSA)
1.5 CE
Eligible
Retirement Planning for
Qualified Associate Financial Planner (QAFP)
(Approval No. 247506)(Valid upto : Feb 05, 2025)
1.5 CE
Approved
CPA - Ireland
1.5 CPD
Eligible
Chartered Accountants - Scotland
1.5 CPD
Eligible
Chartered Accountants - Ireland (CAI)
1.5 CPD
Eligible
Finance for
Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
1.5 CPE
Eligible
Retirement Planning for
CIPM
1.5 PL
Eligible
Retirement Planning for
Chartered Advisor in Senior Living (CASL)
1.5 CE
Eligible
License details
Credits
Status
Finance for
Certified Public Accountants (CPA-US)
1.5 CPE
Approved
Finance for
CPA in Canada
1.5 CPD
Eligible
Retirement and Financial Independence Planning for
Personal Financial Specialist (PFS)
1.5 CPD
Eligible
Retirement Planning for
Chartered Financial Analyst (CFA)
1.5 PL
Eligible
Finance for
Delaware Licensed Public Accountant (DE-LPA)
1.5 CPE
Eligible
Retirement Planning for
Chartered Financial Consultant (ChFC)
1.5 CE
Eligible
Association of Chartered Certified Accountants (ACCA)
1.5 CPD
Eligible
Certified Wealth Strategist (CWS)
1.5 CE
Eligible
Chartered Accountant - ICAEW
1.5 CPD
Eligible
Trust and Estate Practitioners (TEP)
1.5 CPD
Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS)
1.5 CE
Eligible
Retirement Planning for
Retirement Income Certified Professional (RICP)
1.5 CE
Eligible
Retirement Planning for
Wealth Management Certified Professional (WMCP)
1.5 CE
Eligible
Retirement Planning for
Financial Services Certified Professional (FSCP)
1.5 CE
Eligible
Finance for
Certified Valuation Analyst (CVA)
1.5 CPE
Eligible
Professional Development for
Personal Financial Planner (PFP)
1.5 CE
Eligible
Finance for
Iowa Licensed Public Accountant (IA-LPA)
1.5 CPE
Eligible
Finance for
Maine Licensed Public Accountant (ME-LPA)
1.5 CPE
Eligible
Retirement Planning for
Chartered Advisor in Philanthropy (CAP)
1.5 CE
Eligible
Financial aspects of estate and retirement planning for
Certified Senior Advisor (CSA)
1.5 CE
Eligible
Retirement Planning for
Certified Financial Planner - Canada
(Approval No. 247506)(Valid upto : Feb 05, 2025)
1.5 CE
Approved
Professional Development for
Certified International Wealth Manager (CIWM)
1.5 CE
Eligible
Retirement Planning for
Chartered Life Underwriter (CLU)
1.5 CE
Eligible
Retirement Planning for
Chartered Special Needs Consultant (ChSNC)
1.5 CE
Eligible
Professional Development for
Designated Financial Services Advisor (DFSA)
1.5 CE
Eligible
Retirement Planning for
Qualified Associate Financial Planner (QAFP)
(Approval No. 247506)(Valid upto : Feb 05, 2025)
1.5 CE
Approved
CPA - Ireland
1.5 CPD
Eligible
Chartered Accountants - Scotland
1.5 CPD
Eligible
Chartered Accountants - Ireland (CAI)
1.5 CPD
Eligible
Finance for
Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
1.5 CPE
Eligible
Retirement Planning for
CIPM
1.5 PL
Eligible
Retirement Planning for
Chartered Advisor in Senior Living (CASL)
1.5 CE
Eligible
License details
Credits
Status
Finance for
Certified Public Accountants (CPA-US)
1.5 CPE
Approved
Finance for
CPA in Canada
1.5 CPD
Eligible
Retirement and Financial Independence Planning for
Personal Financial Specialist (PFS)
1.5 CPD
Eligible
Retirement Planning for
Chartered Financial Analyst (CFA)
1.5 PL
Eligible
Finance for
Delaware Licensed Public Accountant (DE-LPA)
1.5 CPE
Eligible
Retirement Planning for
Chartered Financial Consultant (ChFC)
1.5 CE
Eligible
Association of Chartered Certified Accountants (ACCA)
1.5 CPD
Eligible
Certified Wealth Strategist (CWS)
1.5 CE
Eligible
Chartered Accountant - ICAEW
1.5 CPD
Eligible
Trust and Estate Practitioners (TEP)
1.5 CPD
Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS)
1.5 CE
Eligible
Retirement Planning for
Retirement Income Certified Professional (RICP)
1.5 CE
Eligible
Retirement Planning for
Wealth Management Certified Professional (WMCP)
1.5 CE
Eligible
Retirement Planning for
Financial Services Certified Professional (FSCP)
1.5 CE
Eligible
Finance for
Certified Valuation Analyst (CVA)
1.5 CPE
Eligible
Professional Development for
Personal Financial Planner (PFP)
1.5 CE
Eligible
Finance for
Iowa Licensed Public Accountant (IA-LPA)
1.5 CPE
Eligible
Finance for
Maine Licensed Public Accountant (ME-LPA)
1.5 CPE
Eligible
Retirement Planning for
Chartered Advisor in Philanthropy (CAP)
1.5 CE
Eligible
Financial aspects of estate and retirement planning for
Certified Senior Advisor (CSA)
1.5 CE
Eligible
Retirement Planning for
Certified Financial Planner - Canada
(Approval No. 247506)(Valid upto : Feb 05, 2025)
1.5 CE
Approved
Professional Development for
Certified International Wealth Manager (CIWM)
1.5 CE
Eligible
Retirement Planning for
Chartered Life Underwriter (CLU)
1.5 CE
Eligible
Retirement Planning for
Chartered Special Needs Consultant (ChSNC)
1.5 CE
Eligible
Professional Development for
Designated Financial Services Advisor (DFSA)
1.5 CE
Eligible
Retirement Planning for
Qualified Associate Financial Planner (QAFP)
(Approval No. 247506)(Valid upto : Feb 05, 2025)
1.5 CE
Approved
CPA - Ireland
1.5 CPD
Eligible
Chartered Accountants - Scotland
1.5 CPD
Eligible
Chartered Accountants - Ireland (CAI)
1.5 CPD
Eligible
Finance for
Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
1.5 CPE
Eligible
Retirement Planning for
CIPM
1.5 PL
Eligible
Retirement Planning for
Chartered Advisor in Senior Living (CASL)
1.5 CE
Eligible
To inspect what is the dream retirement and analyze what are some of the retirement resources.
To review the retirement income sources.
To identify the pros and cons of different income sources like Real Estate, Stock, Mutual Funds, Private Pension plans, Life Insurance, and Other Businesses.
Personal Financial Planning for
Personal Financial Specialist (PFS)
2 CPD
Eligible
Finance for
Chartered Financial Analyst (CFA)
2 PL
Eligible
Finance for
Delaware Licensed Public Accountant (DE-LPA)
2 CPE
Eligible
Certified Government Financial Manager (CGFM)
2 CPE
Eligible
Financial Planning for
Chartered Financial Consultant (ChFC)
2 CE
Eligible
Association of Chartered Certified Accountants (ACCA)
2 CPD
Eligible
Certified Wealth Strategist (CWS)
2 CE
Eligible
Chartered Accountant - ICAEW
2 CPD
Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS)
2 CE
Eligible
Financial Planning for
Retirement Income Certified Professional (RICP)
2 CE
Eligible
Financial Planning for
Wealth Management Certified Professional (WMCP)
2 CE
Eligible
Financial Planning for
Financial Services Certified Professional (FSCP)
2 CE
Eligible
Finance for
Certified Valuation Analyst (CVA)
2 CPE
Eligible
Professional Development for
Personal Financial Planner (PFP)
2 CE
Eligible
Finance for
Iowa Licensed Public Accountant (IA-LPA)
2 CPE
Eligible
Finance for
Maine Licensed Public Accountant (ME-LPA)
2 CPE
Eligible
Financial Planning for
Chartered Special Needs Consultant (ChSNC)
2 CE
Eligible
Professional Development for
Certified International Wealth Manager (CIWM)
2 CE
Eligible
Financial Management & Planning for
Certified Financial Planner - Canada
(Approval No. 247511)(Valid upto : Feb 05, 2025)
2 CE
Approved
Certified FP&A Professional (FP&A)
2 CE
Eligible
Chartered Accountants - Ireland (CAI)
2 CPD
Eligible
Chartered Accountants - Scotland
2 CPD
Eligible
CPA - Ireland
2 CPD
Eligible
Finance for
Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
2 CPE
Eligible
CIPM
2 PL
Eligible
Financial Management & Planning for
Qualified Associate Financial Planner (QAFP)
(Approval No. 247511)(Valid upto : Feb 05, 2025)
2 CE
Approved
Financial Planning for
Chartered Advisor in Senior Living (CASL)
2 CE
Eligible
Professional Development for
Designated Financial Services Advisor (DFSA)
2 CE
Eligible
License details
Credits
Status
Finance for
Certified Public Accountants (CPA-US)
2 CPE
Approved
Finance for
CPA in Canada
2 CPD
Eligible
Personal Financial Planning for
Personal Financial Specialist (PFS)
2 CPD
Eligible
Finance for
Chartered Financial Analyst (CFA)
2 PL
Eligible
Finance for
Delaware Licensed Public Accountant (DE-LPA)
2 CPE
Eligible
Certified Government Financial Manager (CGFM)
2 CPE
Eligible
Financial Planning for
Chartered Financial Consultant (ChFC)
2 CE
Eligible
Association of Chartered Certified Accountants (ACCA)
2 CPD
Eligible
Certified Wealth Strategist (CWS)
2 CE
Eligible
Chartered Accountant - ICAEW
2 CPD
Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS)
2 CE
Eligible
Financial Planning for
Retirement Income Certified Professional (RICP)
2 CE
Eligible
Financial Planning for
Wealth Management Certified Professional (WMCP)
2 CE
Eligible
Financial Planning for
Financial Services Certified Professional (FSCP)
2 CE
Eligible
Finance for
Certified Valuation Analyst (CVA)
2 CPE
Eligible
Professional Development for
Personal Financial Planner (PFP)
2 CE
Eligible
Finance for
Iowa Licensed Public Accountant (IA-LPA)
2 CPE
Eligible
Finance for
Maine Licensed Public Accountant (ME-LPA)
2 CPE
Eligible
Financial Planning for
Chartered Special Needs Consultant (ChSNC)
2 CE
Eligible
Professional Development for
Certified International Wealth Manager (CIWM)
2 CE
Eligible
Financial Management & Planning for
Certified Financial Planner - Canada
(Approval No. 247511)(Valid upto : Feb 05, 2025)
2 CE
Approved
Certified FP&A Professional (FP&A)
2 CE
Eligible
Chartered Accountants - Ireland (CAI)
2 CPD
Eligible
Chartered Accountants - Scotland
2 CPD
Eligible
CPA - Ireland
2 CPD
Eligible
Finance for
Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
2 CPE
Eligible
CIPM
2 PL
Eligible
Financial Management & Planning for
Qualified Associate Financial Planner (QAFP)
(Approval No. 247511)(Valid upto : Feb 05, 2025)
2 CE
Approved
Financial Planning for
Chartered Advisor in Senior Living (CASL)
2 CE
Eligible
Professional Development for
Designated Financial Services Advisor (DFSA)
2 CE
Eligible
License details
Credits
Status
Finance for
Certified Public Accountants (CPA-US)
2 CPE
Approved
Finance for
CPA in Canada
2 CPD
Eligible
Personal Financial Planning for
Personal Financial Specialist (PFS)
2 CPD
Eligible
Finance for
Chartered Financial Analyst (CFA)
2 PL
Eligible
Finance for
Delaware Licensed Public Accountant (DE-LPA)
2 CPE
Eligible
Certified Government Financial Manager (CGFM)
2 CPE
Eligible
Financial Planning for
Chartered Financial Consultant (ChFC)
2 CE
Eligible
Association of Chartered Certified Accountants (ACCA)
2 CPD
Eligible
Certified Wealth Strategist (CWS)
2 CE
Eligible
Chartered Accountant - ICAEW
2 CPD
Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS)
2 CE
Eligible
Financial Planning for
Retirement Income Certified Professional (RICP)
2 CE
Eligible
Financial Planning for
Wealth Management Certified Professional (WMCP)
2 CE
Eligible
Financial Planning for
Financial Services Certified Professional (FSCP)
2 CE
Eligible
Finance for
Certified Valuation Analyst (CVA)
2 CPE
Eligible
Professional Development for
Personal Financial Planner (PFP)
2 CE
Eligible
Finance for
Iowa Licensed Public Accountant (IA-LPA)
2 CPE
Eligible
Finance for
Maine Licensed Public Accountant (ME-LPA)
2 CPE
Eligible
Financial Planning for
Chartered Special Needs Consultant (ChSNC)
2 CE
Eligible
Professional Development for
Certified International Wealth Manager (CIWM)
2 CE
Eligible
Financial Management & Planning for
Certified Financial Planner - Canada
(Approval No. 247511)(Valid upto : Feb 05, 2025)
2 CE
Approved
Certified FP&A Professional (FP&A)
2 CE
Eligible
Chartered Accountants - Ireland (CAI)
2 CPD
Eligible
Chartered Accountants - Scotland
2 CPD
Eligible
CPA - Ireland
2 CPD
Eligible
Finance for
Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
2 CPE
Eligible
CIPM
2 PL
Eligible
Financial Management & Planning for
Qualified Associate Financial Planner (QAFP)
(Approval No. 247511)(Valid upto : Feb 05, 2025)
2 CE
Approved
Financial Planning for
Chartered Advisor in Senior Living (CASL)
2 CE
Eligible
Professional Development for
Designated Financial Services Advisor (DFSA)
2 CE
Eligible
To explain ways to be financially independent as an entrepreneur, and reduce the risk associated with it.
To discuss how to create the retirement income for life with an added cash injection in the latter part of life.
To inspect strategies that can be applied to withdraw savings to make them last longer.
Disclaimer : Before attending any course, please verify that the credit details align with your qualification requirements. This certificate is designed to help you acquire new skills and knowledge, which may or may not fulfill specific compliance criteria. While we have made every effort to ensure our courses adhere to compliance standards, we recommend reviewing the details to confirm applicability for your needs.
Instructors
Anna Knight
Founder, Simplicity Financial
Anna Knight is the Founder, Severance and Pension Specialist and the Certified Financial Planner at Simplicity Financial. She started Simplicity Financial with over 20 years of industry experience and with the goal of empowering Canadians to take charge of and have pride in their finances. She is a trusted source of financial advice to her clients and key associates, and strives to be the same for the community at large.
To elevate her impact and reach, Anna delivers her money management and wealth building courses to corporations and a number of organizations and online through her carefully curated courses. She also shared her valuable and time tested wealth building strategies in her latest book "The Million Dollar Difference".
In her well established private practice, Anna either offers fee for service financial planning guidance or gets retained by her clients to manage their financial affairs ongoingly.
To implement the simple yet powerful financial plan, Anna has partnered with some industry leaders.
To provide investment management advice, Anna is a Financial Advisor with Keybase Financial, an independent MFDA dealer. If her plans call for alterations or adding new life insurance solutions, Anna works ass an Insurance Broker with Allen Wong & Associates / BridgeForce Financial.
In case her clients need any mortgages, Anna is a full service mortgage broker (M18002128) through Assured Mortgages Division of 1490845 Ontario Ltd. (FC #10259). Through Assured Mortgages, Anna has access to any and all lenders from traditional banks, to credit unions and private lenders.
Prior to setting up her own independent practice, Anna has worked for ICM, another independent MFDA dealer for a number of years, and Royal Bank of Canada, National Bank and Manulife Financial prior to that. She not only has extensive education in her field but also years of hands on experience.
As a wellness and fitness enthusiast, world explorer and dancer and a mom, Anna ensures to keep on creating a work life balance, and encourages her clients to do the same.
Anna has been a contributor to a number of articles in the Globe and Mail and Money Sense Magazine, and contributed to a Retirement by Design book prior to writing The Million Dollar Difference.
Anna’s life commitment is making an impactful and positive difference in the lives of anyone she encounters. Therefore, along with Simplicity
Financial that donates part of their profits to charity every year and offers pro bono courses and work, Anna dedicates her time and other resources to numerous charities such as; Princess Margaret Hospital, The C.C.C.O. that supports orphanage homes for children, Interim Place, a shelter for abused women, just to name a few.
For the past 35 years Ilene has provided financial literacy and investment education for individual clients to enhance their understanding of money, finances, and investments; and to organizations with a particular emphasis on retirement planning. She has worked for notable Washington, DC area investment companies in management and in building organizational depth in financial education.
Ms. Slatko has significant experience in the areas of leadership development, team development, career development, executive coaching and talent management. She has expertise in designing learning solutions – virtual instructor-led training and instructor-led -- to meet the unique challenges of clients. She was a key provider of executive and employee education for The Southland Corporation, U.S. Mapping, Century 21, and ERA Real Estate. She has worked with executives and leaders in the areas of communication, selling, client management, leadership development, and team development.
Ms. Slatko has extensive experience in Federal retirement programs and training federal employees. When the previous retirement system was replaced by FERS, Ilene was at the forefront of presentations to educate affected employees in their choices. She has been a trainer for retirement presentations at agencies throughout the DC area,
She has been a speaker at conferences including the Army Materiel Command Women’s Financial Day, Delaware Women’s Conference, and numerous youth financial literacy programs. Ms. Slatko is currently the host of a weekly Roku and Apple TV show called, The *It Show, the first financial program designed specifically for young women. In addition, she has been the Director of Training for companies in the financial and real estate fields.
Ilene is an alumna of Marietta College where she studied Drama, Speech, and English.
Linda Yao was born in Taiwan, Taipei into a family of five who lived in a one-bedroom University of Taiwan duplex with no amenities. She recalls sleeping with her grandmother and sister in a curtained-off area in the living room, while her parents and brother slept in the bedroom. The toilet was just a hole in the floor, and it was next to the kitchen. They bathed in a lean-to her dad built against the nearby banana fermentation warehouse.
While her story started similar to many in her age group from Taiwan, Linda attributes much of her financial success to the decision to buy a few helpful wealth-building products that forced her to save monthly amounts of cash she wasn’t able to withdraw easily.
It wasn’t always like that: Linda didn’t become interested in managing her money until she was in her 40s. Yet, she was able to reach financial independence, enjoy a very comfortable retirement, and very passionate about helping parents and grandparents to gain the confidence to manage their money, save, and pay less tax.
She is focused on helping them in building wealth for future generations to leave a sizable
legacy effortlessly by following a few simple steps.
More than forty years
of practice in tax planning, estate and trust administration and planning,
personal financial planning and accounting have given Warren an extraordinarily
deep understanding of personal finance. At his New York City firm, Adelman,
Katz & Mond LLP, his clients, who include primarily high net worth
individuals, entrepreneurs and sole proprietors, benefit from his particular
expertise in tax law, its applications and implications for individuals. Warren
is an adjunct professor of accounting and taxation at Long Island University,
New Jersey City University, and Rutgers Business School. He has spoken at the
Institute of Management Accountants, both the New York and Long Island chapters
of Financial Planning Association, the New York State Society of CPAs, New York
University, and Lorman Educational Services. In addition, he is an accomplished
author, and has regularly contributed to publications the experts rely on, like
Marshall Loeb's Money Guide, Taxation for Accountants, and The CPA Journal.
Warren has been very active in professional organizations, and has frequently
been elected as president, board member or committee chair. Warren is a fan of
local sports teams. He also likes to read biographies and books on
current events. He and his wife, Susan, live in Langhorne, PA. They have two
children, Sam and Robin, and a granddaughter, Reily
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Comprehensive Financial Planning
“Financial Planning is a very important aspect for everyone. However, clients get scared of some of the aspects. Creating harmony between the objectives is discussed very well. I liked this course for the vast subjects it covers for financial planners.”
Phyllis Standifer, CWS
Financial Planner
Valuable Strategies for Entrepreneurs
“The strategies of the financial planning discussed are very crucial. Ethics, history, and guidance specifically for entrepreneurs serve numerous requirements for my practice. The pace of the course is good. I will recommend this course to professionals. ”
Joseph Bee, ChFC
Financial Consultant
Essential Retirement Insights
“This course covers all the important parts I would have wanted to learn. Retirement resources, strategies, and personal financial plans are very helpful. Insights are simple to understand and the speaker is able to justify time and inputs. It can be useful for professionals and students alike.”
The Certified Financial Planning Professional Program (CFPP) covers a vast area of key subjects. It covers history, regulation, ethics, and an overview of Financial Planning. It covers financial need analysis and personalized financial plans including investment, retirement, etc. It provides special attention to the understanding of credit and debt, financial health, and clarifying the misconceptions related to financial planning. It includes strategies to better manage financial planning such as budgeting and debt management. How you can ensure the income resources to support retirement and other needs is also covered in the course. Thus, the Certified Financial Planning Professional Program provides all-around guidance for Financial Planning.
The Certified Financial Planning Professional Program (CFPP) is very helpful as it covers key aspects for financial planning. It ensures that ethical, historical, and conceptual aspects for long-term financial well-being are covered. It provides overall success guidance for harmonizing investing and wealth strategies that ensure practicing success for professionals. The role of insurance, pension & severance, and Real Estate, is essentially shared once again in selling the concept of the unexpected to the clients for smarter choices. It empowers professionals to work on the guidelines and master them for effective results. It does leave ground for creative thinking and applications that inspires professionals to think for themselves for the unique needs of their clients. Thus, the Certified Financial Planning Professional Program can be very helpful.
Certificate course is created by a qualified and experienced instructor(s). myCPE Certificate Courses includes Self-study Courses. Most of the courses are in the form of On-demand Videos. The Self-study Video courses in Certificate courses may be Live recorded presentations converted into Self Study (On-Demand Videos).
You can take your time and attend the course at your own pace. You can take exam unlimited time. So, don’t worry, if you are not able to pass an exam. You will be getting a chance to attend the exam again.
After completion of each course of this Certification Programs, you will be able to download a certificate with the course title and number of hours. Certificates, as well as your study records, are stored for life and you can access them anytime. Certificates are valid proof for your continuing education credits and you can also add it as an additional designation.
Once you register you will have complete access to all the courses of this Certification Programs. The self-study format allows you to access the material online 24x7 and study at your own pace.
As per NASBA guidelines, you have one year from date of purchase of your certificate to complete each program. After completion of each course, you can attend final exam any time and get CPE Credit instantly. You can retake the exam multiple times without any additional charges.
Course have minimum passing score of 70% in the final exam and you can take multiple attempts of the said exam.
Our video player tracks & stores the watch time and will show you in the progress bar. But you make sure that you don’t fast forward or manually try to move the progress bar. If you have fast forwarded the video or tried to manually move the progress bar of the video. System wouldn’t capture your watch time. So please, let the video go on its own. However, being on-demand video you can pause and play and whenever you want and you can watch it in pieces. It will pick up from where you left off. So, for a self study courses you will have to
1. Complete the entire video 100%.
2. Answer all the review questions correctly. The review questions are at the bottom of the same page where you are viewing the course video.
3. Once you have watched the whole video and answered all the review questions, the Final Quiz will open up. You need to score more than 70%
in the Final Quiz to avail your CPE credit. Multiple attempts are allowed for submitting Review and Final Quiz questions.
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5. You can download individual certificate from your "Account" as well as from this page once you complete a particular courses. Also, you can download "Consolidated Certificate" from the package page or from your account.
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