myCPE
myCPE

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

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

Last Updated

November, 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)
30 Hours 
On Demand
Included with Subscription
Individual Purchase

Why Professionals Trust Our Compliance Package

  • Saving time and effort for busy professionals.
  • Quick access to essential courses in one package.
  • All certificates in one place for easy submission.
  • Learn at your own pace that suits your busy schedule.
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certificate
certificate

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 $89 for the entire package, no extra fees.

Note:

  1. The webinars in this CE Package are valid for CFP® professionals until December 31, 2024. However, it is advisable to complete this Package before processing the credit on time.
  2. 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)
Addressing Conflict of Interest in Financial and Retirement Planning CFP® (US) (1) Retirement Savings and Income Planning On Demand (video)
Converting IRAs to Indexed Universal Life Pros and Cons CFP® (US) (2) Retirement Savings and Income Planning On Demand (video)
Cryptocurrency Tax Essentials: IRS Insights CFP® (US) (1) Tax Planning On Demand (video)
Daycare Credit: Form 2441 CFP® (US) (2) 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)
Divorce and Taxes CFP® (US) (1) Tax 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)
Medicare Foundations: Building Blocks for a Healthy Retirement CFP® (US) (1) General Principles of Financial Planning On Demand (video)
Navigating Form 1120S: Top 10 Mistakes and How to Avoid Them! CFP® (US) (2) Taxes On Demand (video)
Omnibus Budget Bill 2024: Update for Financial Planners CFP® (US) (1) General Principles of Financial Planning On Demand (video)
Personal Finance - Are My Investments Protected? CFP® (US) (1) Investment Planning On Demand (video)
Personal Finance – What are structured notes and should I invest? CFP® (US) (1) Investment Planning On Demand (video)
Retire Right: Mastering the Art of Holistic Financial Planning CFP® (US) (1) Risk Management and Insurance Planning On Demand (video)
Sacred Stewardship: Church Retirement Planning with 403(b) & 401(a) CFP® (US) (1) Retirement Savings and Income 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)
Rebuilding Finances After Divorce CFP® (US) (1) Finance 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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Frequently Asked Questions

Yes, this package would meet the 30 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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