Earn CFP® Credit

Earn CFP® Credit

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

We 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. You may choose courses according to:

    ·  Number of credit hours   ·  Topic   ·  Format


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). 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). We also offer a series of monthly live webinars in which you can ask the expert directly, or purchase afterwards as an elearning course.


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. 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. The fee to report CFP® CE credit is generally $15 per course, but is waived for Premier Members and for Live Webinar attendees. Click any of the above links to learn more, or contact us directly if you have questions about which options are best for you.


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


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.
Grid | List (1 to 24 of 117) « Prev | Next »
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
5/15/14 Live Webinar Event - How to Protect Your Retirement From Unexpected Disability - Rick Miller and Scott D. Haglund

5/15/14 Live Webinar Event - How to Protect Your Retirement From Unexpected Disability - Rick Miller and Scott D. Haglund

*1.5 hrs of CRC® and CFP® (pending) CE*
The chance that you or a client might suffer a long-term disability is more common than you might think, and this risk increases with each year we age.
$49.00
6/12/14 Live Webinar Event - Connecting the Dots: Five Trends From The Field Of Aging That Have Relevance - Sandra Timmerman

6/12/14 Live Webinar Event - Connecting the Dots: Five Trends From The Field Of Aging That Have Relevance - Sandra Timmerman

*1.0 hrs of CRC® and CFP® (pending) CE*
As the population ages, new policies and programs are being developed in both the public and private sectors to meet changing needs.
$49.00
7/16/14 Live Webinar Event - The Decision to Retire and Post-Retirement Financial Strategies: Insight from Eight Focus Groups - Mathew Greenwald

7/16/14 Live Webinar Event - The Decision to Retire and Post-Retirement Financial Strategies: Insight from Eight Focus Groups - Mathew Greenwald

*1.0 hrs of CRC® and CFP® (pending) CE*
It is important to understand the rationale and process people use to make decisions about when to retire and how to manage in retirement.
$49.00
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® (pending) 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
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 - 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
Grid | List (1 to 24 of 117) « Prev | Next »

-