The mission of Certified Financial Planner Board of Standards, Inc. (CFP Board) is to help people benefit from competent, professional and ethical financial planning. To further this mission, CFP Board works to create and enforce uniform standards of competence, practice and ethics of financial planners through rigorous, validated and professionally administered education, examination, experience and ethics requirements.
CFP® certificants are required to complete 30 hours of CE each reporting period: -2 hours from a CFP Board-approved program on CFP Board's Code of Ethics and Professional Responsibility (Code of Ethics) and/or Financial Planning Practice Standards (Practice Standards). -28 hours from one or more of the accepted subject topics.
What this means is confidence. As a provider of sponsored programs, we are committed to the highest standards of quality in financial learning.
For more information regarding administrative policies such as complaints and refunds, please contact our offices at 212-641-6616.
![]() | The Certified Financial Planner Board of Standards has accepted the following e-Learning & Reference Solutions for Continuing Education (CE credits). | |||
| Sl.No. | Course Library | No. of CE credits | ||
| 1. | Advanced Hedge Funds and Topics | 7.0 | ||
| 2. | Derivatives in Emerging Markets | 14.0 | ||
| 3. | Hedge Funds | 7.0 | ||
| 4. | Introduction to Alternative Investments | 14.0 | ||
| 5. | Investing in Emerging Markets | 14.0 | ||
| 6. | Introduction to Private Equity Investments | 7.0 | ||
| 7. | Investing in Latin American Markets | 14.0 | ||
| 8. | Overview of Asian Capital Markets | 12.0 | ||
| 9. | The Hype and Myth Surrounding Private Equity & Hedge Funds | 7.0 | ||
| 10. | Anti-Money Laundering | 7.0 | ||
| 11. | Corporate Finance and Financial Management Solutions for Wealth Advisors | 14.0 | ||
| 12. | Grow Wealth: Asset Management | 14.0 | ||
| 13. | Grow Wealth: Liquidity | 14.0 | ||
| 14. | Grow/Protect Wealth: Alternative Investments | 14.0 | ||
| 15. | Grow/Protect Wealth: Derivatives | 14.0 | ||
| 16. | KYC (Know Your Client) | 7.0 | ||
| 17. | Protect Wealth: International Estate Planning | 21.5 | ||
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