Current Catalog:
CFP Board CFP® CE Courses | Professional Training Institute of America Courses
CFP Board CFP® CE Courses | Professional Training Institute of America State Requirements
Course Completion Reporting: Course completions are reported to CFP Board twice every business day.
Filing Fee: CFP Board charges a fee of $0.60 per hour to report your credit hours. This will be added to your order total.
Individual Tax
Credit Hours
Charitable Donations - Cash and Noncash
4.68
(482 Ratings)
CFP Code of Ethics and Standards
Credit Hours
Ethics CE: A Practical Application of CFP Board’s Code and Standards
4.34
(31184 Ratings)
Professional Conduct and Regulation
Credit Hours
AML - Everyone's Responsibility
4.67
(4619 Ratings)
AML Awareness
4.56
(1164 Ratings)
AML Practices for the Insurance Producer: Recognizing Red Flags
4.77
(9395 Ratings)
AML, Cybersecurity and the IAR
4.68
(6708 Ratings)
Anti-Money Laundering for the Insurance Industry
4.79
(44243 Ratings)
Case Studies in Ethics and Fraud
4.69
(4891 Ratings)
Compliance Highlights Vol. 9
Conflicts of Interest
4.50
(126 Ratings)
Effective and Ethical Communication with Seniors
4.58
(11578 Ratings)
Elder Financial Abuse
4.77
(5877 Ratings)
Emerging Technologies Including Blockchain and AI
4.59
(144 Ratings)
Ethical Business Practices: Diversity, Equity, and Inclusion
4.55
(5762 Ratings)
Ethically Serving Seniors with Diminished Capacity
4.70
(6263 Ratings)
Ethics - Fraud, Forgery and Other Failings
4.56
(3238 Ratings)
Ethics and Seniors: Understanding the Mature Market
4.70
(4600 Ratings)
Ethics for Producers: Cases and Comments
4.72
(15321 Ratings)
Financial Crimes
4.52
(65 Ratings)
Fraud Detection
4.57
(1332 Ratings)
Fraud Investigation
4.57
(413 Ratings)
Hot Topics in Employment Law
4.64
(2497 Ratings)
Money Laundering: Prevention and Detection
4.60
(409 Ratings)
Obligations of Regulation Best Interest
4.15
(52 Ratings)
Overview of Cryptocurrency and Digital Assets
4.47
(114 Ratings)
Senior Investor Concerns
4.61
(914 Ratings)
Senior Investors: Suitability and Trusted Contacts
4.25
(168 Ratings)
Senior Market Sales Ethics
4.67
(3856 Ratings)
Understanding Digital Assets and Cryptocurrency
4.32
(810 Ratings)
Exam Free Interactive (Satisfies State CLEQ)
Credit Hours
4-Hour Annuity Suitability and Best Interest Standards
4.72
(18766 Ratings)
Fixed Annuities
4.72
(2195 Ratings)
Life Insurance Ownership and Beneficiary Designations
4.75
(1112 Ratings)
Taxation of Life Insurance and Annuities
4.67
(358 Ratings)
Variable Annuities
4.70
(1819 Ratings)
Estate Planning
Credit Hours
Estate Planning Techniques for Small Business Owners
4.67
(629 Ratings)
Estate, Gift, Trust, and Generation-Skipping Transfer Taxes
NEW!
4.67
(455 Ratings)
Fundamentals of Estate Planning
4.65
(1012 Ratings)
Insurance for Estate Planning
4.67
(423 Ratings)
Living Trusts and Avoiding Probate
4.80
(672 Ratings)
General Principles of Financial Planning
Credit Hours
Analyzing Property/Casualty Insurance Policies and Their Key Provisions
4.53
(1750 Ratings)
Avoiding Penalties on Annuity Withdrawals
4.73
(1964 Ratings)
Charitable Donations - Cash and Noncash
4.68
(482 Ratings)
Cybersecurity: Protecting Your Clients and Your Practice
4.72
(2285 Ratings)
Financial Planning for Today's Consumer
4.71
(1315 Ratings)
Health Reimbursement Arrangements: QSEHRAs, ICHRAs, and EBHRAs
4.73
(465 Ratings)
How to Structure an Annuity Contract
4.70
(879 Ratings)
Irrevocable Life Insurance Trusts
4.71
(1072 Ratings)
Life Insurance for Businesses
4.69
(540 Ratings)
Life Insurance Riders: Accelerated Death Benefits and Long-Term Care
4.68
(2449 Ratings)
Life Insurance Strategies for Small Businesses
4.69
(261 Ratings)
Living Benefits of Life Insurance
4.74
(2712 Ratings)
Medicare Advantage Plans and Supplemental Benefits
4.71
(1496 Ratings)
Medicare Appeals: Helping Your Clients Through the Process
4.75
(869 Ratings)
Medicare Compliance Training for Agents and Brokers
4.74
(39 Ratings)
Medicare Coordination with Employer Health Plans
4.77
(2008 Ratings)
Medicare, Medicaid and Medicare Supplements
4.76
(1707 Ratings)
More About Medicare: Home Health, Skilled Nursing Facility, and Hospice Care Benefits
4.78
(958 Ratings)
Overview of Mutual Funds
NEW!
4.55
(49 Ratings)
Personal Life Insurance Planning: Mistakes to Avoid
4.74
(2314 Ratings)
Preparing Personal Financial Statements
4.21
(531 Ratings)
Principles of Wealth Management
4.68
(773 Ratings)
Senior Needs Planning
4.74
(1060 Ratings)
Seniors: Ethics and Needs Planning
4.71
(4327 Ratings)
Survey of Employee Benefits
4.51
(243 Ratings)
Term Life Insurance
4.80
(1294 Ratings)
The One Big Beautiful Bill Act Tax Provisions
4.41
(475 Ratings)
Investment Planning
Credit Hours
Virtual Currency Transactions
4.70
(309 Ratings)
Retirement Savings & Income Planning
Credit Hours
401(k) Plans
4.69
(1546 Ratings)
4-Hour Annuity Suitability and Best Interest Standards
4.72
(18766 Ratings)
4-Hour Annuity Suitability and Best Interest Standards
4.72
(18766 Ratings)
Annuities: Definitions, Suitability and Riders
4.71
(1502 Ratings)
Critical Decisions for Retirement Planning
4.74
(1242 Ratings)
Deferred Income Annuities and QLACs
4.72
(825 Ratings)
Distribution Planning
4.74
(1449 Ratings)
Fixed Annuities
4.72
(2195 Ratings)
Indexed Annuities
4.75
(390 Ratings)
Individual Retirement Accounts
4.71
(864 Ratings)
Inherited IRAs and Beneficiary Designations
4.77
(733 Ratings)
IRA Rollovers
4.77
(1064 Ratings)
Retirement Planning Strategies
4.72
(1335 Ratings)
Retirement Plans, Pensions, and Annuities
4.56
(123 Ratings)
Social Security Strategies
4.80
(1277 Ratings)
Using Annuities for Retirement Income
4.72
(630 Ratings)
Variable Annuities
4.70
(1819 Ratings)
Risk Management and Insurance Planning
Credit Hours
4-Hour Long-Term Care Review
4.73
(5139 Ratings)
ACA and the Basics of Health Insurance Exchanges
4.70
(2939 Ratings)
Avoiding Penalties on Annuity Withdrawals
4.73
(1964 Ratings)
Critical Decisions for Retirement Planning
4.74
(1242 Ratings)
Group Life Insurance
4.73
(880 Ratings)
Health Insurance Programs for Seniors
4.73
(4000 Ratings)
Health Savings Accounts
4.77
(1939 Ratings)
Life and Health Insurance Essentials
4.66
(3996 Ratings)
Life Insurance Ownership and Beneficiary Designations
4.75
(1112 Ratings)
Long-Term Care 4-Hour Training
4.72
(6688 Ratings)
Long-Term Care: Programs, Policies, and Partnerships
4.72
(8801 Ratings)
Personal Life Insurance Planning
4.72
(2324 Ratings)
Tax Planning
Credit Hours
Corporations, Partnerships, and Other Business Entities--Introduction
4.66
(274 Ratings)
Essential SECURE Act 2.0: What’s Changed and Why It Matters
4.27
(305 Ratings)
Gigs and Taxes
4.72
(452 Ratings)
Residential Rental Properties
4.73
(334 Ratings)
Section 1031 Real Property Like-Kind Exchanges
4.67
(467 Ratings)
Taxation of Life Insurance and Annuities
4.67
(358 Ratings)
Courses
Credit Hours
Ethical Practices and Fiduciary Obligations
NEW!
4.61
(3615 Ratings)
IRS Dirty Dozen - Annual List of Scams and Schemes
4.71
(2298 Ratings)
Maximizing Integrity in Decisions with Seniors
NEW!
4.65
(2660 Ratings)
Schemes, Scams, and Swindles: The Danger of Ponzi Schemes
4.58
(1606 Ratings)
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