| Course
Name (Format) |
CEU |
Cost |
|
|
| ACCE CFP Board Code Of Ethics**($15) (Online) | 2 | $30 | Buy |
Upon completion of this comprehensive course, certificants should be able to:
- Define and discuss a financial planning engagement, material elements of financial planning, and the financial planning process.
- Analyze specific fact patterns to determine if a financial planning relationship exists.
- Differentiate between the standards of care set forth in Rules 1.4 and 4.5 of the Rules of Conduct, and apply each standard of care to specific factual situations.
- Apply each Practice Standard set forth in the Financial Planning Practice Standards to a hypothetical financial planning engagement.
- Identify the information that must be disclosed to the client in writing by a CFP® professional who is engaged in a financial planning relationship or providing material elements of financial planning.
- Define the required information that must be disclosed to clients and prospective clients, when that information must be disclosed, and apply each disclosure requirement to specific factual situations. (This includes but is not limited to the compensation and conflict-of-interest disclosure requirements set forth in Rule 2.2 of the Rules of Conduct and Practice Standards 100-1, 400-3, and 500-1.)
(Close Detail) |
|
| Annuities (Text Book) | 5 | $36 | Buy |
|
| Annuities Today (Online) | 7 | $30 | Buy |
| Annuities Today (Text Book) | 7 | $34 | Buy |
|
| Asset Allocation (Online) | 4 | $30 | Buy |
| Asset Allocation (Text Book) | 4 | $43 | Buy |
|
| Keys To Asset Allocation (Online) | 4 | $25 | Buy |
| Keys To Asset Allocation (Text Book) | 4 | $30 | Buy |
|
| Business Retirement Plans (Online) | 4 | $20 | Buy |
|
| Deferred Annuities (Text Book) | 2 | $28 | Buy |
|
| Exploring Deferred Annuities (Online) | 4 | $20 | Buy |
| Exploring Deferred Annuities (Text Book) | 4 | $30 | Buy |
|
| Got Retirement? What About IRAs... (Online) | 3 | $18 | Buy |
| Got Retirement? What About IRAs... (Text Book) | 3 | $25 | Buy |
|
| End of Life Issues & Advance Directives (Online) | 3 | $39 | Buy |
| End of Life Issues & Advance Directives (Text Book) | 3 | $39 | Buy |
|
| Evolution Of Health Insurance (Online) | 6 | $20 | Buy |
| Evolution Of Health Insurance (Text Book) | 6 | $32 | Buy |
|
| Health Insurance Plans (Online) | 4 | $30 | Buy |
| Health Insurance Plans (Text Book) | 4 | $43 | Buy |
|
| IRA Products and Simple Plans (Online) | 3 | $30 | Buy |
| IRA Products and Simple Plans (Text Book) | 3 | $43 | Buy |
|
| Intro To Variable Annuities (Online) | 5 | $19 | Buy |
| Intro To Variable Annuities (Text Book) | 5 | $30 | Buy |
|
| Long Term Care (Text Book) | 4 | $30 | Buy |
|
| Long Term Care and Disability Insurance (Text Book) | 5 | $36 | Buy |
|
| Life Insurance, Disability Income & Annuities (Online) | 7 | $30 | Buy |
| Life Insurance, Disability Income & Annuities (Text Book) | 7 | $34 | Buy |
|
| Mutual Fund Investing (Online) | 5 | $19 | Buy |
| Mutual Fund Investing (Text Book) | 5 | $30 | Buy |
|
| Mutual Funds and Individual Securities (Online) | 3 | $30 | Buy |
| Mutual Funds and Individual Securities (Text Book) | 3 | $40 | Buy |
|
| On Aging: LTC, LTC Insurance & LTC Partnership (Online) | 6 | $20 | Buy |
| On Aging: LTC, LTC Insurance & LTC Partnership (Text Book) | 6 | $32 | Buy |
|
| Retirement...Individual & Employer Sponsored Plans (Online) | 6 | $20 | Buy |
| Retirement...Individual & Employer Sponsored Plans (Text Book) | 6 | $32 | Buy |
|
| Roth & Other IRA Plans (Text Book) | 5 | $30 | Buy |
|
| Small Business Retirement Plans (Text Book) | 2 | $18 | Buy |
|
| Suitability In Annuity Transactions (Online) | 6 | $20 | Buy |
| Suitability In Annuity Transactions (Text Book) | 6 | $32 | Buy |
|
| The Living Trust and Probate Avoidance (Text Book) | 4 | $43 | Buy |
|
| Understanding IRA's and Simple Plans (Text Book) | 7 | $34 | Buy |
|
| Understanding Living Trusts (Online) | 3 | $30 | Buy |
| Understanding Living Trusts (Text Book) | 3 | $43 | Buy |
|
| Variable Annuities (Text Book) | 4 | $30 | Buy |
|
