myCPE

Package for the Professional Designation Holders of The American College of Financial Services

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

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Last Updated

February, 2025

Credit Summary

  • Business Ethics
  • Estate Planning
  • Finance
  • Financial Planning
  • Retirement Planning
  • Taxation
  • Taxes
  • Business Ethics
  • Estate Planning
  • Finance
  • Financial Planning
  • Retirement Planning
  • Taxes
  • Business Ethics
  • Estate Planning
  • Finance
  • Financial Planning
  • Retirement Planning
  • Taxes
  • Business Ethics
  • Estate Planning
  • Finance
  • Financial Planning
  • Retirement Planning
  • Taxes
  • Business Ethics
  • Estate Planning
  • Finance
  • Financial Planning
  • Retirement Planning
  • Taxes
  • Business Ethics
  • Estate Planning
  • Finance
  • Financial Planning
  • Retirement Planning
  • Taxes
Total Credits
ChFC, FSCP, CASL, ChSNC, RICP, WMCP
30 Hours 
On Demand
Included with Subscription

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

Professional Designation Holders of the American College of Financial Services have the following CE requirements:

  • 30 hours of CE every 2 years.
  • 1 hour of ethics.
  • 100% of CE can be completed through Self-Study courses.
  • Reporting Cycle - January 1 to December 31, biennially.
  • No carry-forward of credit allowed.

Why Choose myCPE's 30 CE Package for Professional Designation Holders of the American College of Financial Services:

  • Includes 1 hour of ethics.
  • Includes 100% of CE in self-study webinars.
  • All continuing education content is included in the myCPE Unlimited Access Subscription at no extra charge.

You can visit the American College of Financial Services Board website for detailed requirements.

Note: 

  1. Our 30 CE package for Professional Designation Holders of the American College of Financial Services is 100% compliant with the American College of Financial Services regulations, 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 non-compliant, and we will happily refund your full payment
  2. This package is only eligible for CLU, ChFC, RICP, CASL, ChSNC, FSCP, and WMCP designation holders.
  3. You can also subscribe to our 30 CE Package for Chartered Advisor in Philanthropy (CAP) (Incl. 1 Hr in Ethics) or 30 CE Package for Chartered Leadership Fellow (CLF) (Incl. 2 hrs of Ethics).

Courses

Course Title
Eligible Credits
Subject Area
Learning Format
Advanced RMD Techniques for High Net Worth Individuals ChFC (1) | FSCP (1) | CASL (1) | ChSNC (1) | RICP (1) | WMCP (1) Retirement Planning Retirement Planning Retirement Planning Retirement Planning Retirement Planning Retirement Planning On Demand (video)
Building Resilience in Personal Finance: Adapting to Uncertainty ChFC (1) | FSCP (1) | CASL (1) | ChSNC (1) | RICP (1) | WMCP (1) Financial Planning Financial Planning Financial Planning Financial Planning Financial Planning Financial Planning On Demand (video)
Building a Legacy: Future-Proofing Family Businesses ChFC (1) | FSCP (1) | CASL (1) | ChSNC (1) | RICP (1) | WMCP (1) Financial Planning Financial Planning Financial Planning Financial Planning Financial Planning Financial Planning On Demand (video)
Community Property Taxation: What is mine is not ours…! ChFC (1) | FSCP (1) | CASL (1) | ChSNC (1) | RICP (1) | WMCP (1) Taxes Taxes Taxes Taxes Taxes Taxes On Demand (video)
Decoding Wall Street: A Beginner's Guide to Financial Markets ChFC (1) | FSCP (1) | CASL (1) | ChSNC (1) | RICP (1) | WMCP (1) Financial Planning Financial Planning Financial Planning Financial Planning Financial Planning Financial Planning On Demand (video)
Estate Planning Strategies to Navigate Divorce Financial Challenges ChFC (1) | FSCP (1) | CASL (1) | ChSNC (1) | RICP (1) | WMCP (1) Financial Planning Financial Planning Financial Planning Financial Planning Financial Planning Financial Planning On Demand (video)
Medicare Foundations: Building Blocks for a Healthy Retirement ChFC (1) | FSCP (1) | CASL (1) | ChSNC (1) | RICP (1) | WMCP (1) Financial Planning Financial Planning Financial Planning Financial Planning Financial Planning Financial Planning On Demand (video)
Profit-with-purpose Concept Of Shareholder Primacy Versus Stakeholder Primacy ChFC (1) | FSCP (1) | CASL (1) | ChSNC (1) | RICP (1) | WMCP (1) Business Ethics Business Ethics Business Ethics Business Ethics Business Ethics Business Ethics On Demand (video)
Retire Right: Mastering the Art of Holistic Financial Planning ChFC (1) | FSCP (1) | CASL (1) | ChSNC (1) | RICP (1) | WMCP (1) Financial Planning Financial Planning Financial Planning Financial Planning Financial Planning Financial Planning On Demand (video)
Sacred Stewardship: Church Retirement Planning with 403(b) & 401(a) ChFC (1) | FSCP (1) | CASL (1) | ChSNC (1) | RICP (1) | WMCP (1) Retirement Planning Retirement Planning Retirement Planning Retirement Planning Retirement Planning Retirement Planning On Demand (video)
Safe Harbor Success: Navigating the Future of Retirement Savings with Confidence ChFC (1) | FSCP (1) | CASL (1) | ChSNC (1) | RICP (1) | WMCP (1) Retirement Planning Retirement Planning Retirement Planning Retirement Planning Retirement Planning Retirement Planning On Demand (video)
Schedule C Updates ChFC (2) | FSCP (2) | CASL (2) | ChSNC (2) | RICP (2) | WMCP (2) Taxes Taxes Taxes Taxes Taxes Taxes On Demand (video)
State Income Tax Residency & Retirement Income 2024-25 ChFC (2) | FSCP (2) | CASL (2) | ChSNC (2) | RICP (2) | WMCP (2) Taxes Taxes Taxes Taxes Taxes Taxes On Demand (video)
Tax Classification of Individuals ChFC (1.5) | FSCP (1.5) | CASL (1.5) | ChSNC (1.5) | RICP (1.5) | WMCP (1.5) Taxes Taxes Taxes Taxes Taxes Taxes On Demand (video)
Tax Professionals’ Guide: Mastering Form 4797 Challenges ChFC (2) | FSCP (2) | CASL (2) | ChSNC (2) | RICP (2) | WMCP (2) Taxes Taxes Taxes Taxes Taxes Taxes On Demand (video)
The Power and Essentials of Estate Planning ChFC (1) | FSCP (1) | CASL (1) | ChSNC (1) | RICP (1) | WMCP (1) Taxes Taxes Taxes Taxes Taxes Taxes On Demand (video)
The Role of Estate and Gift Tax in Financial Planning ChFC (2) | FSCP (2) | CASL (2) | ChSNC (2) | RICP (2) | WMCP (2) Taxes Taxes Taxes Taxes Taxes Taxes On Demand (video)
The Role of Taxes in Financial Planning ChFC (2) | FSCP (2) | CASL (2) | ChSNC (2) | RICP (2) | WMCP (2) Taxes Taxes Taxes Taxes Taxes Taxes On Demand (video)
The Self-Employed Health Insurance Deduction - Who Qualifies? ChFC (1) | FSCP (1) | CASL (1) | ChSNC (1) | RICP (1) | WMCP (1) Retirement Planning Retirement Planning Retirement Planning Retirement Planning Retirement Planning Retirement Planning On Demand (video)
Top 4 mistakes of Retirement Planning ChFC (1.5) | FSCP (1.5) | CASL (1.5) | ChSNC (1.5) | RICP (1.5) | WMCP (1.5) Financial Planning Financial Planning Financial Planning Financial Planning Financial Planning Financial Planning On Demand (video)
Trusts and Estates Administration Strategies to Avoid Future Issues ChFC (1) | FSCP (1) | CASL (1) | ChSNC (1) | RICP (1) | WMCP (1) Financial Planning Financial Planning Financial Planning Financial Planning Financial Planning Financial Planning On Demand (video)
Estate Planning Opportunities Amid 2025 Tax Code Revisions ChFC (1) | FSCP (1) | CASL (1) | ChSNC (1) | RICP (1) | WMCP (1) Taxes Taxes Taxes Taxes Taxes Taxes On Demand (video)
Education Tax Benefits ChFC (1) | FSCP (1) | CASL (1) | ChSNC (1) | RICP (1) | WMCP (1) Taxes Taxes Taxes Taxes Taxes Taxes On Demand (video)
Clergy Tax Planning ChFC (1) | FSCP (1) | CASL (1) | ChSNC (1) | RICP (1) | WMCP (1) Taxes Taxes Taxes Taxes Taxes Taxes On Demand (video)

Details

Reporting Period :

January 1 to December 31, biennially.

CE Requirement :

30 hours of CE every 2 years.

Ethics Requirements :

1 hour of ethics.

Carry Over Credit :

No carry-forward of credit allowed.

NOTES :

Information given by us on CE Requirements / Subject Requirements/ Ethics requirements is based on information sourced from reliable sources. However, these requirements keep on updating. For the latest and updated requirement of CE requirements, please visit the board website at CLICK HERE.

All Packages are included under the Individual Subscription

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Subscription Inclusions Silver Gold
15,000+ Hrs of CPE approved Content
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Largest content library covering all aspects of professional development.
500+ Emerging Subject Areas
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Wide range of subject areas tailored to meet diverse learning needs of all the department of the firm.
50+ State- Specific Ethics Courses
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Stay compliant with ethics requirements for every state.
50+ State Compliance Packages
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Pre-selected courses for quick compliance, saving time and effort.
100+ Advanced Certification Programs
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Expert-led programs to build advanced expertise and strengthen your career credentials.
AICPA Eligibility Programs (CFF, ABV, PFS)
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Pre-Packaged Eligibility Courses for AICPA designations such as PFS, ABV, and CFF, offering CPE credits upon completion.
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.
Instant Certification and Fast Reporting
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Instant reporting to IRS, CFP Board, and other governing bodies.
Mobile App Access (iOS and Android)
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https://play.google.com/store/apps/details?id=com.my_cpe
Access to Communities
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Join communities tailored to your specific interests and areas of expertise.

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That’s why I purchased Unlimited Access on myCPE

“Their sessions are engaging and insightful simultaneously. That’s why I purchased Unlimited Access on myCPE so that I could view everything I wanted, at my convenience. Includes courses approved by NASBA, IRS, IIA, IMA and also the state specific ethics courses, all combined in one package. Also, I will have separate certificates for my multiple titles. I am very happy with the offerings and wish them all the best.”

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Lauren Bernaky, CFP

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“I needed to recertify for my SPHR. They had a package that included everything I needed to complete the credits. I bought the unlimited and have already started to work towards my next certification.”

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Empower your team with unlimited access to complied courses, compliance management tools, and customized learning solutions. 

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Frequently Asked Questions

Yes, this 30 CE package meets the mandatory CE requirements of Professional Designation Holders of The American College of Financial Services.

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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