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Package for Certified Financial Planners (CFPs) (Incl. 2 Hrs Ethics)

30 CE

Package Credit Details

  • 11.5 Credits
  • 3 Credits
  • 7.5 Credits
  • 2 Credits
  • 5 Credits
  • 1 Credits

PACKAGE DESCRIPTION

CFPs 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.
  • The entire requirement of 30 hours of CE can be completed through self-study courses.
  • CE Reporting Cycle is from renewal date to last day before next renewal in the two-year cycle.
  • Courses shall be taken from CE providers approved by CFP Board. 

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

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

  • myCPE is approved by CFP Board (Approval ID: 8061) for providing continuing education to CFPs and all the courses of this package are approved by CFP Board.
  • This 30 CE Package for EAs includes 100% self-study webinars that are compliant with the requirements of the CFP Board.
  • This 30 CE Package for CFPs includes 2 hours of CFP Board-approved Ethics CE course.
  • This 30 CE Package includes 11.5 hours of CE courses in the subject area of Estate Planning, 5 hours of CE in Investment Planning, 3 hours of CE in Retirement and Income Planning, 7.5 hours in Tax Planning, and 1 hour in general financial planning principles.

Once you register you will have complete access to all the courses of this package. The package includes webinars from various key areas such as Professional Conduct and Regulation, General Principles of Financial Planning, Investment Planning, Tax Planning, Retirement Savings, and Income Planning, and Estate Planning.

Our 30 CE package for CFPs 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 non-compliant and we will happily refund your full payment.

SELFSTUDY WEBINARS

Course Title Credits Qualifying Subject Area Type
WHAT TO DO WHEN AN INVESTMENT STRATEGY PERFORMS POORLY 1 Investment Planning Investment Planning Self-Study (Video)
THE INCREDIBLE SHRINKING ALPHA 1 Investment Planning Investment Planning Self-Study (Video)
THE EFFICACY AND APPLICATION OF 30 COMMON TRUSTS 2 Estate Planning Estate Planning Self-Study (Video)
TAX DEFERRED EXCHANGES UNDER I.R.C. §1033 1 Tax Planning Tax Planning Self-Study (Video)
SAVVY SOCIAL SECURITY PLANNING: ALL YOU NEED TO KNOW ABOUT SOCIAL SECURITY CLAIMING STRATEGIES 1 Tax Planning Tax Planning Self-Study (Video)
REAL ESTATE TAX PLANNING 2 Estate Planning Estate Planning Self-Study (Video)
PLANNING FOR YOUR CLIENT'S INCAPACITY AND NEW YORK’S NEW POWER OF ATTORNEY 1 Estate Planning Estate Planning Self-Study (Video)
MEDICARE PLANNING 1 Retirement Savings and Income Planning Retirement Savings and Income Planning Self-Study (Video)
LEGAL AND FINANCIAL PLANNING STRATEGIES FOR IMMIGRANTS IN THE US 1.5 Tax Planning Tax Planning Self-Study (Video)
LEGAL AND FINANCIAL STRATEGIES FOR LEGACY PLANNING 1.5 Estate Planning Estate Planning Self-Study (Video)
ITEMIZED DEDUCTION UPDATES - WITH EXAMPLES & CASE STUDIES 1 Tax Planning Tax Planning Self-Study (Video)
INDIVIDUAL TAX UPDATE (LATEST) 2 Tax Planning Tax Planning Self-Study (Video)
FUNDAMENTALS OF INCOME TAXATION OF TRUSTS & FORM 1041 PLANNING: WHAT EVERY ADVISORS NEEDS TO KNOW 2 Estate Planning Estate Planning Self-Study (Video)
ETHICS CE: CFP BOARD’S REVISED CODE AND STANDARDS 2 Professional Conduct and Regulation Professional Conduct and Regulation Self-Study (Video)
CRITICAL IMPACT OF THE SECURE & CARES ACTS ON YOUR CLIENTS RETIREMENT AND ESTATE PLANS (LATEST 2021) 1 Retirement Savings and Income Planning Retirement Savings and Income Planning Self-Study (Video)
COMPREHENSIVE GUIDE TO HEALTH SAVINGS ACCOUNTS (HSAS) 2 Investment Planning Investment Planning Self-Study (Video)
COMING SOON: MARKET BUBBLES BURST AND INFLATION ESCALATES 1 Investment Planning Investment Planning Self-Study (Video)
CHILDREN OF ALL AGES - COMPREHENSIVE PLANNING TECHNIQUES (NEW) 1 Tax Planning Tax Planning Self-Study (Video)
BEYOND THE NUMBERS: UNDERSTANDING THE IMPORTANT GIFT, ESTATE, AND INCOME TAX ELECTIONS 2 Estate Planning Estate Planning Self-Study (Video)
A METHOD IN THE MADNESS: THE FINE ART OF DESIGNING ESTATE PLANNING TOOLS AND TECHNIQUES 1 Estate Planning Estate Planning Self-Study (Video)
4 PILLARS TO AN ABUNDANT RETIREMENT 1 Retirement Savings and Income Planning Retirement Savings and Income Planning Self-Study (Video)
10 SECRETS THE CREDIT CARD PROCESSING INDUSTRY DOESN'T WANT YOU TO KNOW 1 General Financial Planning Principles General Financial Planning Principles Self-Study (Video)

CE REQUIREMENTS FOR CFPs

  • REPORTING PERIOD :

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

  • CE REQUIREMENTS
    • 30 hours of CPE is required every 2 years out of which 15 hours of CPE must be completed every year
  • ETHICS REQUIREMENTS :
    • 2 hours must be earned in a qualifying ethics course which must be approved by CFP Board
  • CARRYOVER OF CREDITS :
    • Any hours completed in excess of the 30 hours required for the reporting period will not be carried over to subsequent reporting periods. CE hours earned for any one program may not be split between two 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.

FAQs FOR CERTIFIED FINANCIAL PLANNER

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

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."