Earn CFP® Credit

Earn CFP® Credit

Looking for CFP® continuing education (CE) credit courses?

 

We pleased to offer a selection of professional development courses in a variety of topics and media formats, adding new courses by leading industry specialists on a monthly basis.

 

All of the courses below qualify for CFP® continuing education credit and are generally available in more than one format, including elearning, print, and audio MP3 download (with and without pdf handout).

 

You may choose courses according to topic, format, and number of credit hours. Most courses also confer InFRE® Certified Retirement Counselor® (CRC®) CE credit, and some of the retirement income courses also confer State insurance CE credit. Check here for availability..

 

The number of CE hours accepted by CFP Board are indicated for each course. If you would like us to report CFP® CE Credit please be sure upon checkout to select the CFP® Reporting option from the dropdown menu and to provide your CFP® Certification ID number.

 

Click here and select "Monthly Notification of New CE Courses" if you would like to be informed when new topics are available.

 

CFP® CE by TOPIC

Retirement Income Management Retirement Income Management Retirement Plans
  • Retirement Education and Counseling
  • Retirement Readiness Planning
  • Retirement Product Trends
  • Retirement Planning
  • IRAs and Defined Contribution Plans
  • Public Sector Plans
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    CFP® CE by MEDIA FORMAT

    CFP® CE Credit: Live Webinars CFP® CE Credit: Elearning Courses CFP® CE Credit: Audio Download CFP® CE Credit: MP3 Audio & PDF Handout CFP® CE Credit: PDF Download CFP® CE Credit: Print Courses CFP® CE Credit: Online Newsletters
    Live Webinars Elearning Courses Audio Downloads MP3 Audio & PDF Handout PDF Download Print Courses Online Newsletters

     

    CFP® CE by CREDIT HOURS

    CFP® CE Credit: 1 credit hour CFP® CE Credit: 1.5 credit hours CFP® CE Credit: 2 credit hours CFP® CE Credit: 3 credit hours CFP® CE Credit: 4 credit hours CFP® CE Credit: 7.5 credit hours

     

    Other ways to SAVE on CFP® CE

    Become a Retirement Resource Center Professional Development Member and SAVE on CE! If your primary interest is in our elearning courses, take advantage of this opportunity to save up to 32% when you purchase in multiples of three elearning courses from a wide variety of topics. Become a Retirement Resource Center Professional Development Member and SAVE on CE! If you will be purchasing more than one course, consider becoming a Retirement Professional Development Member to save from 33% to 100% off CE course and reporting fees. InFRE's Retirement InSight and Trends FREE quarterly newsletter - each issue worth 1 CE credit!Stay abreast of what's happening in the field of retirement with InFRE's Retirement InSight and Trends free quarterly newsletter - each issue worth 1 CE credit upon passing the online quiz.

    Scroll below to view alphabetic list of all CFP® CE courses

    Questions? Please contact us directly if you have any questions about which options are best for you, or if you would like a group discount.
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    10/15/14 Live Webinar Event - Benchmarking Retirement Readiness in Public Sector Retirement Plans - Kevin Seibert

    10/15/14 Live Webinar Event - Benchmarking Retirement Readiness in Public Sector Retirement Plans - Kevin Seibert

    *1.0 hrs of CRC® and CFP® (pending) CE*
    The concept of Retirement Readiness has significant implications for plan participants, plan sponsors, and the industry as a whole.
    $49.00
    401 (k) Plans PDF Download Course

    401 (k) Plans PDF Download Course

    3 hrs CRC® & CFP ® CE
    This course provides a thorough overview of 401(k) plans and their features.
    $50.00
    8/21/14 Live Webinar Event - Principles of Effective One-to-One Communication - Joe Tabers

    8/21/14 Live Webinar Event - Principles of Effective One-to-One Communication - Joe Tabers

    *1.0 hrs of CRC® and CFP® CE*
    The challenge for retirement counselors with face-to-face client/plan participant meetings is that we have a limited time for communicating.
    $49.00
    9/18/14 Live Webinar Event - Traditional IRA Distributions: Optional, Required, Penalties, and Tax Reporting - Denise Appleby

    9/18/14 Live Webinar Event - Traditional IRA Distributions: Optional, Required, Penalties, and Tax Reporting - Denise Appleby

    *1.0 hrs of CRC® and CFP® (pending) CE*
    Distributions from IRAs are usually considered ordinary income and as such, may be subject to income tax.
    $49.00
    A Case Study of Retirement Planning for a Teacher Approaching Retirement Elearning

    A Case Study of Retirement Planning for a Teacher Approaching Retirement Elearning

    1.0 hr CRC® and CFP® CE
    There were a projected 3.7 million full-time-equivalent (FTE) elementary and secondary school teachers in the U.S. in the fall of 2011.
    $29.00
    A Case Study of Retirement Planning for a Teacher Approaching Retirement MP3 Audio

    A Case Study of Retirement Planning for a Teacher Approaching Retirement MP3 Audio

    *1.0 hour of CRC® and CFP® CE*
    There were a projected 3.7 million full-time-equivalent (FTE) elementary and secondary school teachers in the U.S. in the fall of 2011.
    $12.95
    A Case Study of Retirement Planning for a Teacher Approaching Retirement MP3 & Handout

    A Case Study of Retirement Planning for a Teacher Approaching Retirement MP3 & Handout

    *1.0 hour of CRC® and CFP® CE*
    There were a projected 3.7 million full-time-equivalent (FTE) elementary and secondary school teachers in the U.S. in the fall of 2011.
    $18.95
    Advice in Today's Plan World PDF Download Course

    Advice in Today's Plan World PDF Download Course

    4 hrs CRC® & CFP® CE
    This course is designed to help plan sponsors make an informed decision about providing retirement planning and/or investment advice to retirement plan participants.
    $65.00
    A New Model for Retirement Education and Counseling Elearning

    A New Model for Retirement Education and Counseling Elearning

    1.5 hrs CRC® & 1.0 hr CFP® CE
    Explore how workers' perceptions about their retirement futures don't match their actions, illustrating why current approaches are less effective.
    $29.00
    A New Model for Retirement Education and Counseling MP3 Audio

    A New Model for Retirement Education and Counseling MP3 Audio

    CRC® & CFP® CE
    Explore the state of retirement readiness and how workers' perceptions about their retirement futures don't match their actions, illustrating why current approaches are less effective.
    $12.95
    A New Model for Retirement Education and Counseling MP3 & Handout

    A New Model for Retirement Education and Counseling MP3 & Handout

    CRC® & CFP® CE
    Explore the state of retirement readiness and how workers' perceptions about their retirement futures don't match their actions, illustrating why current approaches are less effective.
    $18.95
    Appleby's Combo - Required Minimum Distributions and Beneficiaries Elearning

    Appleby's Combo - Required Minimum Distributions and Beneficiaries Elearning

    *1.0 hour of CRC® and CFP® CE per course*
    Two highly-valuable elearning courses that will help you navigate the intricacies of IRA required minimum distributions and beneficiary options.
    $99.00
    Appleby's IRA Beneficiary Matters: Designations, Distribution Options, and Avoiding Traps Elearning

    Appleby's IRA Beneficiary Matters: Designations, Distribution Options, and Avoiding Traps Elearning

    *1.0 hour of CRC® and CFP® CE*
    This will help you understand the intricacies of required minimum distributions by covering the rules and regulations that govern beneficiary designations.
    $69.00
    Appleby's Required Minimum Distributions: An Explanation of the Rules That Govern Required Minimum Distributions for IRAs Elearning

    Appleby's Required Minimum Distributions: An Explanation of the Rules That Govern Required Minimum Distributions for IRAs Elearning

    *1.0 hour of CRC® and CFP® CE*
    You'll learn in-depth the rules that govern required minimum distributions for IRAs, including the roles and responsibilities of interested parties.
    $69.00
    Behavioral Insights to Improve Retirement Security Elearning

    Behavioral Insights to Improve Retirement Security Elearning

    *1.0 hour of CRC® and CFP® CE*
    Behavioral research provides a greater understanding of retirement-related decision making and identifies relevant predictors of consumer behavior.
    $29.00
    Behavioral Insights to Improve Retirement Security MP3 Audio

    Behavioral Insights to Improve Retirement Security MP3 Audio

    *1.0 hour of CRC® and CFP® CE*
    Behavioral research provides a greater understanding of retirement-related decision making and identifies relevant predictors of consumer behavior.
    $12.95
    Behavioral Insights to Improve Retirement Security MP3 & Handout

    Behavioral Insights to Improve Retirement Security MP3 & Handout

    *1.0 hour of CRC® and CFP® CE*
    Behavioral research provides a greater understanding of retirement-related decision making and identifies relevant predictors of consumer behavior.
    $18.95
    Budgeting PDF Download Course

    Budgeting PDF Download Course

    2 hrs CRC® & CFP® CE

    Learn practical tips for assuring that the budgeting you do with clients is a useful process for better financial planning.

    $35.00
    Changing Behavior or Changing Attitudes Elearning

    Changing Behavior or Changing Attitudes Elearning

    1.5 hrs CRC® and CFP® CE
    Why is the prospect of saving for retirement is so intimidating to many Americans, and what can you do to help change it? Accumulation is a critical component of preparedness.
    $29.00
    Changing Behavior or Changing Attitudes MP3 Audio

    Changing Behavior or Changing Attitudes MP3 Audio

    *1.5 hours of CRC® and CFP® CE*
    Accumulating money during the working years is a critical component of retirement preparedness.
    $12.95
    Changing Behavior or Changing Attitudes MP3 Audio & Handout

    Changing Behavior or Changing Attitudes MP3 Audio & Handout

    *1.5 hrs of CRC® and CFP® CE*
    Accumulating money during the working years is a critical component of retirement preparedness.
    $18.95
    CRC® Study Guides Bundle Ebooks - Save $50 with this complete set of four

    CRC® Study Guides Bundle Ebooks - Save $50 with this complete set of four

    The InFRE four-part print study guide bundle helps CRC® candidates prepare for the CRC examinations. Buy all four guides at once, a perfect addition to your professional library, and receive a quantity discount while also saving money on shipping!
    $440.00 $400.00
    CRC® Study Guides Bundle - Save $50 with this complete set of four

    CRC® Study Guides Bundle - Save $50 with this complete set of four

    The InFRE four-part print study guide bundle helps CRC® candidates prepare for the CRC examinations. Buy all four guides at once, a perfect addition to your professional library, and receive a quantity discount while also saving money on shipping!
    $500.00 $450.00
    Defined Benefit Plans PDF Download Course

    Defined Benefit Plans PDF Download Course

    3 hrs CRC® & CFP® CE

    This course provides an in-depth view of defined benefit plans.

    $50.00
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