30 CE Package for Certified Financial Planners

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 30 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.

Note:

The webinars in this CE Package are valid for CFP® professionals until December 31, 2025. However, it is advisable to complete this Package before processing the credit on time.
Our 30 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
Decoding Wall Street: A Beginner's Guide to Financial Markets	CFP® (US) (1)	General Principles Of Financial Planning	On Demand (video)
Demystifying Annuities: Navigating Myths, Avoiding Mistakes, and Rebuilding Trust	CFP® (US) (1)	Retirement Savings And Income Planning	On Demand (video)
Demystifying Securities: Your Guide to Investment Instruments	CFP® (US) (1)	Investment Planning	On Demand (video)
Estate Planning Essentials: Avoiding the Pitfalls of Intestate vs. Testate	CFP® (US) (1)	Estate Planning	On Demand (video)
Estate Tax Planning - Techniques We Haven’t Covered Yet	CFP® (US) (1)	Estate Planning	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)
Inside the Ticker Tape: How Financial Markets Really Work	CFP® (US) (1)	General Principles Of Financial Planning	On Demand (video)
Keeping It in the Family: Tax Advantages of Hiring Your Child in Business	CFP® (US) (1)	Tax Planning	On Demand (video)
Navigating Form 1120S: Top 10 Mistakes and How to Avoid Them!	CFP® (US) (2)	Tax Planning	On Demand (video)
Retire Right: Mastering the Art of Holistic Financial Planning	CFP® (US) (1)	Retirement Savings And Income Planning	On Demand (video)
Risk Management in Financial Planning	CFP® (US) (1.5)	Risk Management And Insurance 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)
State Income Tax Residency & Retirement Income 2024-25	CFP® (US) (2)	Retirement Savings And Income Planning	On Demand (video)
Stocks Unplugged: Mastering Sentiment, Seasonality, and Strategies	CFP® (US) (1)	Investment Planning	On Demand (video)
Stocks Unplugged: Navigating the Market Maze with Charting Magic	CFP® (US) (1)	Investment Planning	On Demand (video)
Stocks Unplugged: Your Guide to Quirky Investing Success	CFP® (US) (1)	Investment Planning	On Demand (video)
Strategic Brilliance: Marketing and Positioning Annuities for Success	CFP® (US) (1)	General Principles Of Financial Planning	On Demand (video)
Strategic Tax Planning for Real Estate Investment Properties	CFP® (US) (1)	Investment Planning	On Demand (video)
Tax Classification of Individuals	CFP® (US) (1.5)	Tax Planning	On Demand (video)
Tax Landscape over Financial Planning	CFP® (US) (1.5)	Tax Planning	On Demand (video)
The Self-Employed Health Insurance Deduction - Who Qualifies?	CFP® (US) (1)	Risk Management And Insurance Planning	On Demand (video)
Traditional and Roth IRA Distribution, Taxation and Withholding	CFP® (US) (1.5)	Retirement Savings And Income Planning	On Demand (video)
Unlocking Financial Wellness: Longevity Planning for a Prosperous Retirement	CFP® (US) (1)	Retirement Savings And Income Planning	On Demand (video)
The New Investment Paradigm: Enhanced Returns, Reduced Risks	CFP® (US) (1)	Investment Planning	On Demand (video)

All Packages are included under the Individual Subscription

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Subscription Inclusions	Silver	Gold
13,000+ Hrs of CPE approved Content Largest content library covering all aspects of professional development.
500+ Emerging Subject Areas Wide range of subject areas tailored to meet diverse learning needs of all the department of the firm.
50+ State- Specific Ethics Courses Stay compliant with ethics requirements for every state.
50+ State Compliance Packages Pre-selected courses for quick compliance, saving time and effort.
100+ Advanced Certification Programs Expert-led programs to build advanced expertise and strengthen your career credentials.
AICPA Eligibility Programs (CFF, ABV, PFS) Pre-Packaged Eligibility Courses for AICPA designations such as PFS, ABV, and CFF, offering CPE credits upon completion.
Compliance Tracker and Credit Vault 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 Instant reporting to IRS, CFP Board, and other governing bodies.
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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.

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

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Overview

Courses