myCPE

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

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

certificate
4980+

Enrollments

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Last Updated

May, 2025

Credit Summary

  • Business Ethics
  • Finance
  • Retirement Planning
  • Risk Management
  • Taxes
  • Insurance Planning
  • Life Insurance
  • Long-Term Care
  • Estate Planning
  • Financial Planning
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.
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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 ONE'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 ONE 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 ChFC, RICP, CASL, ChSNC, FSCP, and WMCP designation holders.

Courses

Course Title
Eligible Credits
Subject Area
Learning Format
401(k) Insights: Tax Perks, Contributions, and Rules ChFC (2.5) | FSCP (2.5) | CASL (2.5) | ChSNC (2.5) | RICP (2.5) | WMCP (2.5) Retirement Planning Retirement Planning Retirement Planning Retirement Planning Retirement Planning Retirement Planning On Demand (video)
Are Your Clients Financially Healthy? The National Debt Dilemma 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)
Beneficiary Planning After Divorce ChFC (1) | FSCP (1) | CASL (1) | ChSNC (1) | RICP (1) | WMCP (1) Finance Finance Finance Finance Finance Finance On Demand (video)
Child Tax Credit and Earned Income Credit ChFC (2) | FSCP (2) | CASL (2) | ChSNC (2) | RICP (2) | WMCP (2) Taxes Taxes Taxes Taxes Taxes Taxes On Demand (video)
Conquering the Division of Retirement Assets in Divorce ChFC (1) | FSCP (1) | CASL (1) | ChSNC (1) | RICP (1) | WMCP (1) Finance Finance Finance Finance Finance Finance On Demand (video)
Deductions, Gains, & Losses – Oh My! Navigating Trust Tax Filing ChFC (1) | FSCP (1) | CASL (1) | ChSNC (1) | RICP (1) | WMCP (1) Taxes Taxes Taxes Taxes Taxes Taxes On Demand (video)
Demystifying Annuities: Navigating Myths, Avoiding Mistakes, and Rebuilding Trust 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)
Estate Planning Essentials: Avoiding the Pitfalls of Intestate vs. Testate ChFC (1) | FSCP (1) | CASL (1) | ChSNC (1) | RICP (1) | WMCP (1) Finance Finance Finance Finance Finance Finance On Demand (video)
Estate Planning for the Digital Age: Managing Digital Assets ChFC (0.5) | FSCP (0.5) | CASL (0.5) | ChSNC (0.5) | RICP (0.5) | WMCP (0.5) Estate Planning Estate Planning Estate Planning Estate Planning Estate Planning Estate Planning On Demand (video)
Form 1041 & Trust Income Tax Planning Essentials ChFC (2) | FSCP (2) | CASL (2) | ChSNC (2) | RICP (2) | WMCP (2) Estate Planning Estate Planning Estate Planning Estate Planning Estate Planning Estate Planning On Demand (video)
Form 706 and 709: Optimizing Estate and Gift Taxes ChFC (2) | FSCP (2) | CASL (2) | ChSNC (2) | RICP (2) | WMCP (2) Taxes Taxes Taxes Taxes Taxes Taxes On Demand (video)
Insurance Choices Post-Retirement ChFC (1) | FSCP (1) | CASL (1) | ChSNC (1) | RICP (1) | WMCP (1) Insurance Planning Insurance Planning Insurance Planning Insurance Planning Insurance Planning Insurance Planning On Demand (video)
Life Insurance and Charitable Giving ChFC (1) | FSCP (1) | CASL (1) | ChSNC (1) | RICP (1) | WMCP (1) Insurance Planning Insurance Planning Insurance Planning Insurance Planning Insurance Planning Insurance Planning On Demand (video)
Medicare Foundations: Building Blocks for a Healthy Retirement 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)
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)
Protect Your Client’s 401(k)/403(b) Plan from Fiduciary Litigation ChFC (2) | FSCP (2) | CASL (2) | ChSNC (2) | RICP (2) | WMCP (2) Taxes Taxes Taxes Taxes Taxes Taxes On Demand (video)
Risk Management in Financial Planning ChFC (1.5) | FSCP (1.5) | CASL (1.5) | ChSNC (1.5) | RICP (1.5) | WMCP (1.5) Risk Management Risk Management Risk Management Risk Management Risk Management Risk Management On Demand (video)
Strategic Brilliance: Marketing and Positioning Annuities for Success 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)
Trusts, Exempt Entities, and Rental Properties: Tax Strategies and Compliance ChFC (2.5) | FSCP (2.5) | CASL (2.5) | ChSNC (2.5) | RICP (2.5) | WMCP (2.5) Taxes Taxes Taxes Taxes Taxes Taxes On Demand (video)
Understanding Current Long Term Care, Life Insurance Trends, & Best Strategies To Pay For Long Term Care Costs! ChFC (1) | FSCP (1) | CASL (1) | ChSNC (1) | RICP (1) | WMCP (1) Long-Term Care Long-Term Care Long-Term Care Long-Term Care Long-Term Care Long-Term Care On Demand (video)
Understanding The Basics of Life Insurance Today ChFC (1) | FSCP (1) | CASL (1) | ChSNC (1) | RICP (1) | WMCP (1) Life Insurance Life Insurance Life Insurance Life Insurance Life Insurance Life Insurance On Demand (video)
Unlocking Financial Wellness: Longevity Planning for a Prosperous Retirement ChFC (1) | FSCP (1) | CASL (1) | ChSNC (1) | RICP (1) | WMCP (1) Finance Finance Finance Finance Finance Finance On Demand (video)
Use of Trusts in Estate and Gift 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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15,000+ Hrs of CPE approved Content
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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.
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50+ State- Specific Ethics Courses
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Stay compliant with ethics requirements for every state.
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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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100+ Advanced Certification Programs
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Expert-led programs to build advanced expertise and strengthen your career credentials.
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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.
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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 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