Advice gets better when you understand the whole balance sheet.
Tax, retirement, estate, and technology programs that sharpen advice — often self-reportable for CFP® CE review.
The best advisors speak fluent tax. Our programs — taught largely by practicing CPAs — cover the tax, retirement, estate, and entity questions your clients actually bring you, plus the AI and data tools reshaping wealth management.
CFP Board accepts qualifying programs from providers outside its sponsor registry when you self-report them for review, and designations like CIMA® and CPWA® similarly allow self-reported CE. Your certificate documents hours, learning objectives, and instructor for any submission.
How credit works for you
Often — self-report to CFP Board for review
CFP® certificants can self-report qualifying programs to CFP Board for CE review. Dual credential holders (CPA, EA) earn standard credit on those licenses.
Licensing bodies have final authority on credit acceptance — see our accreditation or ask us before you enroll.
Where to start
Common questions
Can I use these programs for CFP® CE?
CFP Board permits self-reporting of qualifying programs from non-registered providers, subject to its review. Tax, retirement, and estate programs are strong candidates; confirm with CFP Board.
I'm also a CPA or EA — what then?
Then you earn standard NASBA-sponsored CPE or IRS CE on that license, no self-reporting needed.
Find your first program.
Browse the catalog by topic, format, and credits — or start with something free.
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