About the Certified Financial Planner Board of Standards, Inc. (CFP Board)

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 to You

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.
Asset Liability Management
15
2.
Asset Liability Management for Insurance Companies
16
3.
Asset Securitization
16
4.
Credit Analysis
20
5.
CTM - Funding & Investments
14
6.
CTM – Implementation
12
7.
Equity Markets
20
8.

Financial Accounting
15
9.
Fixed Income Markets
34
10.
Financial Mathematics
7
11.
Futures and Forwards
7
12.
Market Risk (Basic Level)
13
13.
Market Risk (Intermediate Level)
6
14.
Market Risk (Advanced Level)
5
15.
Money Markets
18
16.
Options
10
17.

Swaps
7
18.
Understanding Financial Statements
4