myCPE
myCPE

ChFC CE Courses In One Place

Fulfil All Your ChFC CE Credits, Including Ethics

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91%
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More Than Instructors – They're Your Industry Insiders!

Meet the top experts who bring expertise and enthusiasm to every session.

Drew Stevens, NSSACPA (US)

Financial strategist with over 40 years in the field, specializes in retirement income planning and Social Security coordination

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Tony CuratolaPHD

Distinguished Professor at Drexel University with over 250 published articles in top journal shares insights on retirement planning, tax credits and taxation issues

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Ilene SlatkoCFE

35 years of experience in financial literacy and investment education, focusing on workplace wellness, leadership, and employee benefits.

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John P. RuizQKA

With 20+ years in retirement services, is a consultant, trainer, and speaker specializing in retirement plan expertise

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Peter Brown, APAOthers

A financial markets expert with 35+ years’ experience, frequently featured for his clear insights on economic conditions

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CryptoCFOsF

Unlock success in Web3 finance with CryptoCFOs’ premier community for crypto tax and accounting.

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Warren BergsteinCPA (US), AEP

NYC’s go-to advisor for tax, estate planning, and personal finance, with 40 years of trusted insights

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Richard FryTax Professional

Ohio’s multistate tax expert delivering practical tax solutions tailored to real client needs

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Individual Subscription

With the MY-CPE Individual Subscription, you get access to everything you need to stay compliant, enhance your skills, and keep ahead of industry trends. Here’s what’s included:

  • true true 2,300+ Hrs of ChFC Eligible Content
  • true true 500+ Emerging Subject Areas
  • true true 700+ Instructors from Industry
  • true true Ethics Course included
  • true true 100+ Conferences with Access to Industry Events
  • true true 50+ FastTrack Compliance Packages
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    Pre-selected CE courses for quick compliance

  • true true 100+ Advanced Certification Programs
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    Pre-selected Courses to Enhance Expertise in Focused Areas.

  • true true Practical Training Programs
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    Hands-on courses for building real-world skills.

  • true true Compliance Tracker and Credit Vault
  • true true Exclusive Mobile App Access
  • true true Access to Professional Communities
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    Connect with like-minded professionals on Teams.

Trusted by 250,000+ Professionals

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Unlimited Access

Ready to Get Started? 

Sign up today and begin your learning journey immediately!

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$199 For 12 Months

Learning That Fits Your Professional Life

With the Individual Subscription, you get access to everything you need to stay compliant, enhance your skills, and keep ahead of industry trends. Here’s what’s included:

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Live Webinars

Engage in real-time learning with experts.

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On-Demand

Access pre-recorded courses at your convenience.

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E-Books

Download detailed guides for flexible study.

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Podcasts

Learn from audio content during your commutes.

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Conferences

Attend comprehensive online events with industry expert.

Discover Everything About Individual Subscription

Complete Overview: Inclusions, Solutions, Compliance Tools, and More.

Trusted by Top ChFC Professionals

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“I have tried various CE platforms throughout my career, but none have matched the quality of myCPE. The course material is always current and pertinent to my field, making my continuing education both engaging and beneficial. Truly a top-notch service for any ChFC professional.”

Sarah Reynolds
Sarah Reynolds, ChFC

Consultant

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“The experts behind myCPE's courses are clearly industry specialists who understand the intricacies of our work. The relevance and applicability of the knowledge I've gained through these courses have been instrumental in my professional growth. Highly recommended for all ChFC holders!”

Brian Lewis
Brian Lewis, ChFC

Senior Finance Consultant

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“With myCPE, this task is made easier and enjoyable. The course content, the expert guidance, and the comprehensive learning packages – everything about myCPE spells excellence.”

Ashley Martinez
Ashley Martinez, ChFC

Senior Associate

Latest 2024 ChFC Course Catalog

Explore Courses Covering Emerging Topics Curated by Industry Experts

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Continuing Education Courses for ChFC

MY-CPE LLC is approved by NASBA and it offers Continuing Education (CE) courses for Chartered Financial Consultants (ChFC). MY-CPE LLC has effectively met the standards set up by the American College of Financial Services. We are focused on providing quality continuing education content that ensures the credentials of attendees remain current, and relevant and serve as emblems of excellence and expertise to both peers and clients. Our CE courses are authored/reviewed by industry specialists and subject matter experts. All our courses are designed in a way to ensure that courses meet your continuing education requirements for recertification.

Team Subscription for CPAs & Accounting Firms

  • true true Comprehensive Content Library
  • true true CPE Compliance Automation
  • true true Advanced Training Solutions
  • true true Learning Management System
  • true true Event and Webinar Management

Accreditation by 25+ Regulatory Bodies

Strategies for Success: Thriving as a ChFC Professional in 2023

As we navigate through 2023, the landscape of the financial services sector continues to transform at an unprecedented rate. This dynamic environment is sculpted by various factors, ranging from emerging technologies to regulatory updates and evolving client expectations. For professionals holding the Chartered Financial Consultant (ChFC) designation, staying attuned to these changes is of paramount importance. Grasping these latest trends not only ensures the relevance of their services but also empowers them to deliver robust and future-oriented financial advice to their clients. To ensure continued success, ChFC professionals need to be aware of and respond to these five key trends

The importance of sustainability cannot be overstated in today's market. ChFC professionals need to deepen their expertise in Environment, Social, and Governance (ESG) criteria to cater to the rising client demand for responsible and impactful investments.

With the fintech revolution gaining momentum, it's essential for ChFCs to stay updated on technologies such as robo-advisors, AI-driven financial planning tools, and blockchain. These tools can streamline service delivery and enhance client experiences.

More clients now desire a comprehensive, holistic approach to financial planning. ChFC professionals should adjust their strategies to address all facets of their client's financial lives, ensuring alignment with their overall life goals.

The financial industry is constantly subjected to regulatory changes and updates. ChFC professionals must keep abreast of new tax laws, privacy regulations, and digital asset guidelines to remain compliant and provide accurate advice.

In the aftermath of the global pandemic, remote client engagement has become the norm. Mastering digital communication tools is necessary for ChFCs to build and maintain strong relationships with clients in a predominantly virtual environment.

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Frequently Asked Questions

The Individual Subscription provides you with one year of unlimited access to an extensive library of courses, covering over 100 professional qualifications.

With "Unlimited Credits," you can earn as many credits as you need from over 13,000 available on the site throughout your subscription period. There are no extra fees for obtaining certificates across multiple qualifications or states, allowing you to fulfill all your professional requirements without additional costs.

Yes, MY-CPE is recognized by over 25 regulatory bodies, including NASBA, IRS, CFP Board, SHRM, HRCI, APA, CTEC, IDFA, FP Canada, the Investment and Wealth Institute, and many more. To help you easily identify which courses meet your continuing education needs, each webinar page includes a "QUALIFIES FOR" section listing the relevant qualifications.

Your Individual Subscription is valid for 12 months from the date of purchase. During this time, you’ll have full access to all eligible courses and can earn credits without any extra charges.

Yes, courses are approved for over 100+ qualifications. If you hold multiple designations, you’ll receive separate certificates for each qualification when completing a course that qualifies for more than one, all at no additional cost. This ensures that professionals with various credentials can meet their continuing education requirements with ease.