myCPE
myCPE

15 CE Package for Certified Financial Planners (CFP®) (Incl. 2 Hrs Ethics)

All-in-one package to fast-track your compliance

Last Updated

October, 2024

Credit Summary
  • Estate Planning
  • General Principles of Financial Planning
  • Investment Planning
  • Professional Conduct and Regulation
  • Psychology of Financial Planning
  • Retirement Savings and Income Planning
  • Risk Management and Insurance Planning
  • Tax Planning
Total Credits
CFP® (US)
15 Hours 
On Demand
Included with Subscription
Individual Purchase

Why Professionals Trust Our Compliance Package

  • Saving time and effort for busy professionals.
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  • All certificates in one place for easy submission.
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Overview

CFP® Professionals have the following CE requirements:

  • 30 hours every 2 years. 
  • 2 hours of CFP® Board-approved ethics. 
  • 100% of CE can be completed through self-study courses. 
  • Reporting Cycle - Due on the last day of the month aligned with your certification period in the two-year cycle.
  • Courses must be from CFP® Board-approved providers.

Why Choose myCPE's 15 CE Package for CFP® Professionals:

  • myCPE is CFP® Board-approved (Sponsor ID: 8061).
  • Includes 2 hours of CFP Board-approved ethics.
  • Includes 100% CE in self-study courses.

You can visit the CFP® CE Requirement Page or the CFP® Board Website for detailed requirements.

We have another customized package for CFP® professionals. CLICK HERE to subscribe to them.

Discover our comprehensive selection of CFP® continuing education courses at MY-CPE, specifically tailored to meet the CPE requirements of CFP® professionals. Enjoy easy-to-navigate platform features and expert-led content, ensuring a smooth and enriching learning journey. Stay ahead in your career with high-quality education that fits your schedule and needs. Join the MY-CPE platform today to enhance your skills and unlock new opportunities for personal and professional growth as a Certified Financial Planner.

The CFP Board may charge $1.25 per hour to report your credit hours, but guess what? We will cover that for you! Pay just $119 for the entire package, no extra fees.

Note:

  • The webinars in this CE Package are valid for CFP® professionals until December 31, 2024. However, completing this Package before processing the credit on time is advisable.
  • Our 15 CE package for CFP® is 100% compliant with the regulations of the CFP® Board, and we offer a 100% satisfaction guarantee. If you feel the Package is non-compliant, please email our support team at (support@my-cpe.com) and let us know how it is, and we will happily refund your full payment.

Courses

Course Title
Eligible Credits
Subject Area
Learning Format
15 Reasons People Give and How to Customize Your Engagement with Them CFP® (US) (1) Psychology of Financial Planning On Demand (video)
AI and Personal Finance – Best Alternatives for Personal Investment Considerations CFP® (US) (1) Investment Planning On Demand (video)
Cryptocurrency Tax Essentials: IRS Insights CFP® (US) (1) Tax Planning On Demand (video)
Decoding Wall Street: A Beginner's Guide to Financial Markets CFP® (US) (1) General Principles of Financial Planning On Demand (video)
Estate Planning Strategies to Navigate Divorce Financial Challenges CFP® (US) (1) Finance On Demand (video)
Ethics CE: CFP® Board’s Revised Code and Standards CFP® (US) (2) Professional Conduct and Regulation On Demand (video)
Form 4684 – Casualty and Theft Losses CFP® (US) (1) Tax Planning On Demand (video)
How A Joint Life Policy May Be a Better Option for Retirement CFP® (US) (1) Risk Management and Insurance Planning On Demand (video)
Inside the Ticker Tape: How Financial Markets Really Work CFP® (US) (1) General Principles of Financial Planning On Demand (video)
Investing in REITs: Strategies for Financial Success CFP® (US) (1) Investment Planning On Demand (video)
Leaving a Legacy: How to Pass Assets to The Next Generation CFP® (US) (1) Estate Planning On Demand (video)
Safe Harbor Success: Navigating the Future of Retirement Savings with Confidence CFP® (US) (1) Retirement Savings and Income Planning On Demand (video)
Secure Your Legacy: Estate Planning Strategies for Financial Advisors CFP® (US) (1) Estate Planning On Demand (video)
The Self-Employed Health Insurance Deduction - Who Qualifies? CFP® (US) (1) Risk Management and Insurance Planning On Demand (video)

Details

Reporting Cycle :

Due on the last day of the month aligned with your certification period in the two-year cycle.

CE Requirement :

30 hours every 2 years. 

Ethics Requirements :

2 hours of CFP® Board-approved ethics. 

NOTES :

Information given by us on CE Requirements / Subject Requirements is based on information sourced from reliable sources. However, these requirements keep on updating. For the latest and updated CE requirements, please visit the website.

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13,000+ Hrs of CPE approved Content
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Wide range of subject areas tailored to meet diverse learning needs of all the department of the firm.

50+ State- Specific Ethics Courses
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Stay compliant with ethics requirements for every state.

50+ State Compliance Packages
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Pre-selected courses for quick compliance, saving time and effort.

100+ Advanced Certification Programs
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AICPA Eligibility Programs (CFF, ABV, PFS)
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Pre-Packaged Eligibility Courses for AICPA designations such as PFS, ABV, and CFF, offering CPE credits upon completion.

Compliance Tracker and Credit Vault
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Store all your certificates in one place, stay compliance-ready with ease, and track your progress effortlessly using the built-in credit tracker.

Instant Certification and Fast Reporting
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“Their sessions are engaging and insightful simultaneously. That’s why I purchased Unlimited Access on myCPE so that I could view everything I wanted, at my convenience. Includes courses approved by NASBA, IRS, IIA, IMA and also the state specific ethics courses, all combined in one package. Also, I will have separate certificates for my multiple titles. I am very happy with the offerings and wish them all the best.”

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Frequently Asked Questions

Yes, this package would meet the 15 CE requirement for CFP®.

The Compliance Package includes pre-selected courses required to fulfill your Continuing Education requirements in one convenient bundle - saving time and effort for busy professionals.

Yes, all courses are approved/verifiable for your specific qualifications by regulatory authority and are regularly updated to meet compliance standards.

Absolutely! You can easily monitor your course progress and certificate completion through our Credit Tracker tool.

Yes, all our packages and 13,000+ hours of content are under our subscription, allowing you to complete all required Continuing Education credits without extra charges.

You’ll have access to the Compliance Package courses and can revisit courses anytime until the subscription expires or if you have purchased Package separately, you can access it for 12 months from the date of purchase.

Certainly! Our dedicated customer support team is available to assist you via chat, email, phone, or Zoom on weekdays from 9 AM to 5 PM EST. You can contact us at 646-688-5128 or via email at support@my-cpe.com

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