Top 5 Courses for CFP® Professional Development

by Trevor Antley | Oct 19, 2021
Top 5 Courses for CFP Professional Development

Every CFP® professional understands the importance of professional development. After all, the CFP® certification has been the standard of excellence for financial professionals for over 30 years. But how should you invest in your professional development?

One of the best ways for CFP® professionals to invest in their professional development is through online courses and continuing education. Below we’ve listed five of our most popular courses for financial planners. Each of these courses can be taken online and qualify as CFP® Certification CE credit.

CFP® Professional Development Courses

1. CFP Ethics CE: CFP Board’s Revised Code and Standards

Every CFP® professional commits to CFP Board’s Code of Ethics and Standards of Conduct. These high ethical standards distinguish the CFP® Certification from other credentials in the financial services industry. As such, having the CFP® Certification’s ethical standards always fresh in your mind is an essential part of every CFP® professionals’ professional development.

WebCE’s course Ethics CE: CFP Board’s Revised Code and Standards is based on CFP Board’s revised Code of Ethics and Standards of Conduct. The revised Code and Standards became effective on October 1, 2019, and CFP Board formally began enforcing the new standards as of June 30, 2020. The content of the course was written by CFP Board and covers the revised Code and Standards to deliver the two hours of CE ethics study required for all CFP® professionals.

The ethics course consists of six modules, and each module addresses a key course learning objective. Included throughout the presentation are numerous case studies, exercises, and informative videos, all intended to emphasize or clarify core learning points.

2. Fundamentals of Estate Planning

Estate planning involves ordering an individual's affairs to promote effective protection and management of assets, with a view to their eventual transfer to members of succeeding generations. CFP® professionals and other financial and insurance professionals are often called upon to provide products and services to help clients achieve these objectives for large and small estates.

The purpose of WebCE’s online course Fundamentals of Estate Planning is to offer a comprehensive overview and understanding of estate planning, the first step for practitioners who want to transition into this advanced field of practice.

3. Financial Planning for Today’s Consumer

Financial planning is an ongoing process that will reduce your clients’ stress about money, support their current needs, and help them build financial support for their long-term goals, like retirement. Good financial planning should include a variety of details like cash flow, savings, debt, investments, insurance and any other elements of your clients’ financial life.

The course Financial Planning for Today's Consumer focuses on financial planning in detail and what producers and advisors need to know when helping clients develop a sound financial plan. The course identifies what CFP® and other financial professionals need to consider when developing a customized plan that addresses their client's unique needs.

4. Social Security Strategies

At a time when many individuals are living well into their 80s and 90s and traditional pensions have largely disappeared, Social Security has become an important component of most retirees' overall financial plans. More than ever, it is critically important that producers and advisors understand Social Security benefits and how to maximize those benefits for their clients.

WebCE offers the course Social Security Strategies which covers Social Security and focuses on claiming strategies and how to make the most of the available benefits. Accordingly, the course provides numerous examples to illustrate the more complicated principles and strategies and clarify how the rules can be applied to a client's benefit.

5. Principles of Wealth Management

Americans have a real and pressing need for financial planning, whether undertaken on their own (hopefully with the assistance of a professional) or through the professional services of a financial adviser. The lack of planning that has generally prevailed has contributed to a low saving rate with consequences in other areas.

Our online CE course Principles of Wealth Management provides a comprehensive study of the factors integral to developing a personalized financial plan for clients preparing for or about to enter retirement. It examines issues that range from the role of life insurance and long-term care costs to income tax planning and funding children's college education. The benefit for CFP® and other financial professionals who take this course will be an ability to deliver personalized financial planning and investment management solutions to clients that address their specific and individual needs.

Professional Development for CFP Professionals

The best way for CERTIFIED FINANCIAL PLANNERS™ to invest in their professional development is through their CFP Board-approved continuing education.

WebCE is a CFP Board Continuing Education Quality Provider and has successfully met the criteria established by CFP Board. We are committed to providing CFP® professionals with continuing education content that includes the latest information and industry standards. Our CFP® Certification CE courses are written by industry experts and reviewed against a rigorous evaluation rubric developed by the CFP Board’s Council on Education.

To order these CFP® Certification CE courses and more, visit the CFP® Certification CE Catalog or call our customer service representatives at 877-488-9308.