Personal Financial Planner (PFP) CE Courses in One Place

  • Maintain your PFP Credentials with 100+ Hours Online CPE approved courses in the subject areas of Retirement Planning, Estate Planning, Asset & Liability Management

  • All PFP CE courses are available in Live & Self Study Format

  • Complete your PFP CE requirements which is 100% compliant with Principal Topic areas required by Canadian Securities Institute

CPE Courses for Professionals
Investment Strategy
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Loss Aversion: How Does it Affect Your Investment Strategy?
  • CPA (US)
  • CFA
  • CPA/PFS
  • ChFC
  • Maryland Tax Preparer
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • IA LPA
  • ME LPA
  • DE LPA
Market Psychology
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Buy Low. Sell High. Why is it so Difficult?
  • CPA (US)
  • CFA
  • CPA/PFS
  • ChFC
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CTP
  • CFIRS
  • CWS
  • IA LPA
  • ME LPA
  • DE LPA
Behavioral Finance
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Behavioral Finance: How to Bring Your Best Instincts to Your Financial Plan
  • CPA (US)
  • CFA
  • CPA/PFS
  • ChFC
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • FPAC
  • CFIRS
  • CWS
  • IA LPA
  • ME LPA
  • DE LPA
  • CDFA
Money Pyramid & Financial Decision
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The Money Pyramid and Financial Decision-Making
  • CGFM
  • CMA
  • CPA (US)
  • CVA
  • CFA
  • CPA/PFS
  • ChFC
  • CLU
  • CSA
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CBA/MCBA
  • FPAC
  • CFIRS
  • CWS
  • IA LPA
  • ME LPA
  • DE LPA
Credit Use & Abuse with Insurance
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Credit Use-Abuse with Insurance Basics
  • CPA (US)
  • CFA
  • CPA/PFS
  • ChFC
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS
  • IA LPA
  • ME LPA
  • DE LPA
Investment Risk
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Investment Risk - How to determine risk for consumers
  • CGFM
  • CPA (US)
  • CVA
  • CLU
  • CTP
  • CBA/MCBA
  • FPAC
  • IA LPA
  • ME LPA
  • DE LPA
Active Investing
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The Big Debate: Passive Vs. Active Investing
  • CMA
  • CPA (US)
  • CVA
  • CFA
  • CTP
  • CBA/MCBA
  • FPAC
  • IA LPA
  • ME LPA
  • DE LPA
Privacy vs. Cybersecurity
PREMIUM
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Privacy and Cybersecurity: The big picture series
  • CRMA
  • CISA
  • CPA/CITP
  • CIA
  • CMA
  • CPA (US)
  • CRISC
  • CSX-P
  • CDPSE
  • ITCA
  • IA LPA
  • ME LPA
  • DE LPA
What To Do When An Investment Strategy Performs Poorly
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What To Do When An Investment Strategy Performs Poorly
  • CGFM
  • CMA
  • CPA (US)
  • CVA
  • CFA
  • CPA/PFS
  • ChFC
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CTP
  • CBA/MCBA
  • FPAC
  • CFIRS
  • CWS
  • IA LPA
  • ME LPA
  • DE LPA
Business Communication Skills
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Business Communication Skills
  • CFE
  • CGFM
  • CPA (US)
  • FPAC
  • CPTD
  • IA LPA
  • ME LPA
  • DE LPA
  • APTD
People Centric Skills CPE Self-Study Webinar
PREMIUM
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People-Centric Skills: Crucial Communications
  • CFE
  • CGFM
  • CPA (US)
  • HRCI
  • SHRM
  • FPAC
  • IA LPA
  • ME LPA
  • DE LPA
  • CLF
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