myCPE

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Continuing Education Credits Breakup Details

  • Package Credit Check Point

    Estate Planning

    2 credits
  • Package Credit Check Point

    General Principles of Financial Planning

    6 credits
  • Package Credit Check Point

    Investment Planning

    5 credits
  • Package Credit Check Point

    Professional Conduct and Regulation

    2 credits
  • Package Credit Check Point

    Retirement Savings and Income Planning

    10 credits
  • Package Credit Check Point

    Risk Management and Insurance Planning

    3 credits
  • Package Credit Check Point

    Tax Planning

    2 credits

Certified Financial Planner certification is the standard of excellence in financial planning. CFP® professionals meet rigorous education, training, and ethical standards, and are committed to serving their clients' best interests today to prepare them for a more secure tomorrow. The Certified Financial Planner (CFP®) designation represents the most well-respected certification in this field. To maintain this credential once it has been earned, CFP® professionals must complete 30 hours of CFP® Board-approved continuing education every two years.

MY-CPE LLC offers Continuing Education courses for Certified Financial Planner (CFP®). We focus on providing quality continuing education to Certified Financial Planners (CFP®) that incorporates the qualified subject areas. 

CFP® has the following CE requirements as per the CFP® Board:

  • 30 hours every 2 years. 
  • 2 hours of CFP® Board-approved Ethics CE each reporting period. 
  • It is advisable to complete your CE requirements only through Self-Study Courses as per the requirement of the CFP® Board. 
  • CE Reporting Cycle is from the renewal date to the last day before the next renewal in the two-year cycle. 
  • Courses shall be taken from CE providers approved by the CFP® Board. 

For detailed requirements, you can visit the CFP® CE Requirement Page or the CFP® Board Website.

This 30 CE Package of myCPE is Approved and Compliant for Certified Financial Planners (CFP®) because: 

  • myCPE is approved by the CFP® Board (Approval ID: 8061) for providing continuing education to CFP® and all the courses of this package are approved by the CFP® Board.
  • This 30 CE Package for CFP® includes 30 hours of self-study webinars that comply with the CFP® Board's requirements.
  • This 30 CE Package for CFP® includes 2 hours of CFP® Board-approved Ethics CE course.
  • This 30 CE Package includes CE courses in the subject areas of Estate Planning, General Principles of Financial Planning, Investment Planning, Professional Conduct and Regulation, Retirement Savings and Income Planning, Risk Management and Insurance Planning, and Tax Planning. All Continuing education content is included in the myCPE Unlimited Access Subscription at no extra charge.

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

Note:

  1. The webinars in this CE Package are valid up to December 31, 2023, for CFP® Professionals. It is advisable to complete this Package before that to process 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.
Reporting Period :

  • On or before the expiration date of your two-year renewal period.

CPE Requirement :

  • 30 hours of CPE are required every 2 years.

Ethics Requirements :

  • 2 hours must be earned in a qualifying ethics course which must be approved by CFP® Board.

Carry Over Credits :

  • Any hours completed in excess of the 30 hours required for the reporting period will not be carried over to subsequent reporting periods.

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.

Yes, this package would meet the 30 CE requirement for CFP®.

Each course is created by a qualified and experienced instructor(s). myCPE Packages include Self-study and Live Courses. The courses are in the form of On-demand Videos and Live webinars, However, there are some courses that are Text-Based courses. The Self-study Video courses in Packages may be Live recorded presentations converted into Self Study (On-Demand Videos).

After completion of each course of this package or package, 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.

Once you register you will have complete access to all the courses of this package. The self-study format allows you to access the material online 24/7 and study at your own pace and live webinars should be attended at the scheduled date.

As per NASBA guidelines, you have one year from the date of purchase of your package to complete each program. Complete your final exam at the end of each webinar any time and get CPE Credit instantly. You can retake the exam multiple times without any additional charges.

  • Self-Study Course has a minimum passing score of 70% in the final exam and you can take multiple attempts of the said exam.
  • All the polling questions should be answered for the live CPE course to get the certificate.
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. The system wouldn’t capture your watch time. So please let the video go on its own. However, the on-demand video can be paused and played whenever you want and you can watch it in pieces. It will pick up from where you left off. So for 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 webinar 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.
4. Once you have completed the Review and Final quiz questions, you shall be able to download the credit certificate from the ‘My Certificates’ section. Kindly ensure you have allowed Multiple File download from your web browser to download all certificates
5. You can download the individual certificate from your "Account" as well as from this page once you complete a particular course. Also, you can download "Consolidated Certificate" from the package page or from your account.
A Self-study webinar is a recorded video (If it’s a recording of a live webinar you may see polling questions appearing on the screen. You do not need to answer the polling questions and just let the video play). Do not fast forward if you fast forward we may not be able to capture your watch time and you may be required to watch it multiple times. In order to avail your credits for the self-study webinar, you need to answer the review questions correctly and complete the entire video. Once you have done that, the Final Quiz will open up in which you need to score a minimum 70% to qualify for the credit. You can attempt multiple times for answering the review questions and Final quiz questions. Once you have completed the Review and Final quiz questions, you shall be able to download the credit certificate from ‘My Certificates’ section.
If neither of the above cases works, please drop an email to support@my-cpe.com or contact our support team through live chat support.

The evaluation form will be sent to attendees in the next 24 hours after passing the final quiz with at least 70% marks and in the case of the live webinar, it is sent after completion of the webinar. Kindly note that the evaluation form will only be available to attendees who remained logged in till the end of the webinar and answer all the polling questions.

MY-CPE LLC is PCI Compliant - Approved. myCPE uses a secure payment gateway (Stripe.com) to process your payment details. This payment gateway is in accordance with the PCI-DSS Compliance. Therefore, your payment details are secure through SSL encryption. CLICK HERE to view our PCI compliance certificate. Once you have registered for the package and paid for it you shall not be granted any refund unless you are not able to access courses for any reason etc.

All our courses in the packages are approved by NASBA, IRS, and other regulating bodies. However, we would recommend you to visit the accountancy board website of your licensure state for CPE credit requirements.

"For some, Continuous Education is compliance that helps them to renew their licenses. For some, it’s a worthwhile learning experience that keeps them and their firm up-to-date by taking valuable insights from continuing education webinars/courses. At myCPE, we believe in providing quality continuing education beyond CPE credits. MyCPE, the first-ever web & mobile CPE/CE platform has launched a path-breaking social initiative “1 Credit = 1 Meal” under which we donate one meal to an underprivileged for each credit earned by a professional on our Platform. Check out our “1 Credit = 1 Meal” Timeline."