Personal Financial Planning Education

If CPE and continuing education is your goal, you can simply purchase and complete the education bundle or any individual course, without the certificate exam.

If you currently hold the PFS credential, these will qualify as continuing education requirements. There is no need to take the certificate exam as your PFS credential supersedes the individual certificate, thus no digital badge will be awarded.

Retirement Planning
Education Bundle

Investment Planning
Education Bundle

Risk Management and Insurance Planning Education Bundle

Estate Planning
Education Bundle

PFP Practical Applications
Education Bundle
Coming Spring 2018

CFP board has approved these courses to meet their requirements for CE credits. The AICPA will report CE credits to the CFP Board every two weeks on a rolling basis as courses are completed. To have your CE reported please complete the following steps as there is not an automated feed to the CFP Board.

Send an email to with the following information:

  • Name
  • CFP Number
  • Copy of Certificate of completion
  • Number of CE hours requested to be reported.