myCPE
myCPE

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

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

Last Updated

January, 2025

Credit Summary
  • Estate Planning
  • General Principles of Financial Planning
  • Investment Planning
  • Professional Conduct and Regulation
  • 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.
certificate
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 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:

  1. 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.
  2. 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)

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.

All Packages are included under the Individual Subscription

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

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AICPA Eligibility Programs (CFF, ABV, PFS)
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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.

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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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