myCPE

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Online CE Courses for CFP® (2024)

  • We offer a wide selection of CFP-approved CE courses designed to meet all of your annual continuing education requirements in one go.

  • Discover our wide range of CFP CE courses, including topics such as financial planning, investment strategies, retirement planning, and more.

  • Our ethics courses are pre-approved by the CFP Board, ensuring that they satisfy the CFP Continuing Education requirement.

Get Access to all CFP® (US) CE Courses at one single price $199 under subscription

No. of Speakers

50+

No of Hours

1400+

No of Reviews

100k

Course Available

480+

Qualified Domestic Relations Order (QDROs) – What you need to know
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Qualified Domestic Relations Order (QDROs) – What you need to know
  • CFP® (US)
  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • CPA/PFS
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  • 4.2
  • rating
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Exploring Decedent Estates and the Final 1040
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Exploring Decedent Estates and the Final 1040
  • CFP® (US)
  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • CPA/PFS
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  • 4.8
  • rating
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Retire Right: Mastering the Art of Holistic Financial Planning
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Retire Right: Mastering the Art of Holistic Financial Planning
  • CFP® (US)
  • CPA (US)
  • CPA/PFS
  • CFA
  • ChFC
  • CSA
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  • 4.8
  • rating
  • rating
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Safe Harbor Success: Navigating the Future of Retirement Savings with Confidence
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Safe Harbor Success: Navigating the Future of Retirement Savings with Confidence
  • CFP® (US)
  • CPA (US)
  • CPA/PFS
  • CFA
  • ChFC
  • CSA
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  • 4
  • rating
  • rating
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Best Tax Return Workshop - Partnerships & LLCS (Form 1065)
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Best Tax Return Workshop - Partnerships & LLCS (Form 1065)
  • CFP® (US)
  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • ORTP
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  • 4.8
  • rating
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12 Lessons The Market Taught in 2023: Insights for Navigating 2024
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12 Lessons The Market Taught in 2023: Insights for Navigating 2024
  • CFP® (US)
  • CPA (US)
  • CPA/PFS
  • CPA in Canada
  • CFA
  • ChFC
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  • 4.6
  • rating
  • rating
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Daycare Credit: Form 2441
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Daycare Credit: Form 2441
  • CFP® (US)
  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • CPA/PFS
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  • 4.9
  • rating
  • rating
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Federal Tax Update – Individual & Business Current Developments
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Federal Tax Update – Individual & Business Current Developments
  • CFP® (US)
  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • CPA/PFS
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  • 4.7
  • rating
  • rating
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Roth Conversions
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Roth Conversions
  • CFP® (US)
  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • CPA/PFS
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  • 4.6
  • rating
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Sacred Stewardship: Church Retirement Planning with 403(b) & 401(a)
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Sacred Stewardship: Church Retirement Planning with 403(b) & 401(a)
  • CFP® (US)
  • CPA (US)
  • CPA/PFS
  • CFA
  • ChFC
  • CSA
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  • 4.8
  • rating
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Required Minimum Distributions
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Required Minimum Distributions
  • CFP® (US)
  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • CPA/PFS
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  • 4.6
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Using Form 1040 as a Guide to Making Financial Planning Recommendations
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Using Form 1040 as a Guide to Making Financial Planning Recommendations
  • CFP® (US)
  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • CPA/PFS
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  • 4.5
  • rating
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myCPE Unlimited Access

With myCPE Unlimited Access annual subscription, you get an access to all continuing educational and professional development courses of eligible content for CPA (US), CPA (CA), EA, Tax Pros, CIA, CMA, CFE CFP® (US), CISA, CVA, SHRM, HRCI, FPC, CPP, FP&A, CTP, CFA, ACCA, and 100+ other qualifications.

$499

$199/ Year

Get Started

Inclusions

  • 12,000+ Hrs of Diversified Content Access
  • 100+ Qualifications (View)
  • Ethics Courses - All states / Qualifications
  • Mobile Application
  • Credit Tracker
  • Live Webinars (3000+ Hrs)
  • Customized Packages (1000+ Hrs | View)
  • Combo Packages (1000+ Hrs | View)
  • On Demand Videos (3000+ Hrs)
  • E-Books (500+ Hrs)
  • Conferences (500+ Hrs)
  • 50+ Advanced Certification Programs
  • myCPE Shorts (10-15 min Trending Video)
  • Monthly/ Quarterly Industry Updates
  • Podcasts (300+ Hrs)
  • Qualifying Courses

Certified Financial Planners (CFP® (US)) CE Requirement Overview

CFP CE Requirements

30 hours of Continuing Education (CE) every 2 year

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License Renewal Period For CFP

The last day of the month is indicated by your certification period in the two-year cycle.

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CE Reporting Cycle For CFP

Starts from the renewal date to the last day before the next renewal in the two-year cycle.

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CFP CE Ethics Requirement

2 hours of CFP Board-approved Ethics CE each reporting period.

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Continuing Education Courses for CFP

myCPE LLC is a CFP Board-approved Continuing Education Provider, providing high-quality continuing education to CFP professionals. Our CFP-approved CE courses are authored and reviewed by industry specialists, ensuring up-to-date knowledge and skills. We offer Live Webinars and On-demand courses for flexible learning. Trust that all our CFP CE courses meet your continuing education requirements for CFP Board. Learn from our subject experts and stay up-to-date on the latest developments in the financial planning industry. Choose MY-CPE LLC for quality continuing education.

CFP Board Approved Continuing Education Courses Available For CFP® (US) - 100% Compliant with CFP Board

CFP Ethics

2+ Hours

Estate & Trust Planning

100+ Hours

Retirement planning

80+ Hours

Annuities

10+ Hours

Investment Planning

25+ Hours

Social Security

10+ Hours

Personal Finance

20+ Hours

Insurance

5+ Hours

Wealth Planning

5+ Hours

Gift Planning

25+ Hours

Real Estate Taxes

40+ Hours

Behavioural Finance

10+ Hours

2024 Trends in Financial Planning

Financial planning is a dynamic field, with new trends and developments emerging every year. As we look ahead to 2024, it's important for financial planners to stay ahead of the curve and adapt to the changing needs of their clients.

Key Trends in Financial Planning for 2024

  • Financial wellness: The role of a Financial Planner has become more wide, and instead of focusing on planning and managing investments, the focus has shifted to providing advise, support, and guidance for overall financial stability and wellness.
  • Digital and Technology-Driven Solutions: Advanced digital technology, analysis tools, algorithms, and blockchain have increased the transparency, accuracy, and vigilance in financial decision-making.
  • Growing interest in ESG investing: Investors are seen taking a shift in value creation and making an impact on society and the world. Including a profitable portfolio, they also want to make a positive environmental, social, and governance contribution.
  • Global Economic and Geopolitical Risks: Take advantage of global economic growth through a diversified portfolio. Track the global and geopolitical movements to manage and safeguard wealth.
  • Financial literacy: As a Financial Planner, one is responsible for not only planning and managing the client's portfolio but also educating them on personal financial topics and making them more financially aware and responsible.

Frequently Asked Questions

As per the CFP Board's guidelines, you need to complete 30 hours of CE every 2-year CE reporting period, which includes 2 hours of Ethics CE.

Yes, CFP professionals need to complete a certain number of CE hours in specific subject areas such as Financial Planning, Investment Planning, Retirement Planning, Tax Planning, Estate Planning, and Ethics CFP CE credits.

Yes, you can carry over up to 15 CE hours to the next reporting period, but these hours cannot be counted towards fulfilling the Ethics CE requirement.

You can report your CE credits through the CFP Board's online CE tracking system or by submitting a paper reporting form.

If you fail to meet the CE requirements by the end of your CE reporting period, your CFP certification will be suspended until you complete the required CE hours. If you fail to complete the CE requirements within the given time frame, your certification may be revoked.

myCPE Unlimited Access provides one-year unrestricted free passage to the 100+ qualification with myCPE extensive library depending on membership.

Unlimited credits mean that members can complete as many CPE credits as they desire, based on credit availability, during the term of your Subscription. They can also earn completion certificates for multiple states and multiple qualifications without any additional charges.

myCPE is an approved platform for continuing education by NASBA, IRS, CFP, IMA, IRS, SHRM, HRCI, APA, Texas Board of Public Accountancy, Oregon Board of Public Accountancy, Illinois Board of Public Accountancy, and 30 other regulatory bodies. To help our users identifying whether a particular course is eligible for their continuing education requirements or not, we have kept the ""QUALIFIES FOR"" section on the webinar detail page. This section will help users to identify if a webinar is eligible for their continuing education requirements or not.

myCPE Unlimited Access is valid for one year from the purchase date of the Subscription.

myCPE is an approved platform for more than 50 qualifications. If you are a professional with various qualifications and attend myCPE courses that are eligible for your earned qualifications, you will receive a separate certificate for all your qualifications.

Yes, myCPE Unlimited Access subscriptions automatically renew at the end of the subscription term unless you cancel your subscription during the Subscription Period, which you can do at any time.

myCPE shall not provide any refund once the subscription has been purchased or auto-renewed unless there is a specific default in providing services from the side of MyCPE, and the user can provide the same in writing with a valid and reasonable explanation. Users are requested to read and understand the inclusions of MyCPE Unlimited Access carefully Unlimited Access Subscription or MyCPE firms/Companies subscriptions. If a webinar or course is canceled or withdrawn, then that doesn't warrant a refund of the subscription paid. Minor errors/ technical glitches, grammatical errors, or incorrect review questions do not warrant a refund of myCPE Unlimited Access Subscription. On price revision, previous users are not eligible for refunds. In no case refunds shall be granted based on a misunderstanding of inclusions in the respective subscription plans as inclusions are clearly indicated on the page. Therefore, please carefully read the terms and conditions on the website before subscribing to the plan

We at myCPE want to offer great quality content at the most affordable prices. For more information regarding refund, complaint, and/or program cancellation policies, please contact our offices at 646-688-5128. You may also reach out for support at support@my-cpe.com.

For some, Continuing Education is a compliance that helps them to renew their licenses. For some, it’s a worthwhile learning experience that keeps them and their firm updated 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 underserved for each credit earned by a professional on our Platform. Check out our “1 Credit = 1 Meal” Timeline.

Food Bank of New Jersey Food Bank of New York Entigrity Foundation