CFP Board Code of Ethics CE Sponsors

Programs for CFP Board's Code of Ethics and Professional Responsibility requirement must be pre-approved by CFP Board. Other courses on ethics will not meet this requirement. Programs must specifically address CFP Board's Code of Ethics.
 
Following is a list of CE sponsors offering the pre-approved programs. Please contact these sponsors directly for detailed information regarding their programs;i.e. cost, dates, etc..
 
Internal - courses provided only to employees of the firm
External- courses provided to the public

Organization Name

Contact Person

Telephone / WEB


360training.com, Inc.

Janiece Attal

877-360-6008
http://www.learninsurance.com
        Self-Study

A AAA Financial Planning Institute

Jerry Keith

800-344-0335
http://www.aaalearning.com
        Live Presentation
        Self-Study

A Center for Continuing Education

Debbie Harrison

800-344-1921
http://www.acceducation.com
        Self-Study

A Professional Training Services Company

Mr. Joel M. Weiner

847-705-3838
http://www.pts-training.com
        Live Presentation
        Self-Study

American College, The

Antoinette Christaldi

610-526-1357
http://www.theamericancollege.edu
        Live Presentation
        Self-Study

Ameriprise Financial Services, Inc.

Pat Hooper

612-671-4435
        Live Presentation
        Self-Study

Atrium Advisory Group, Inc.

Mr. George D. Weinstock

201-712-4651
        Live Presentation

Beacon Hill Financial Educators

Mr. David H. Freed

800-588-7039
http://www.bhfe.com
        Live Presentation
        Self-Study

Bingham, Osborn & Scarborough, LLC

Mrs. Eileen B. Gamboa

415-365-7338
http://www.bosinvest.com
        Live Presentation

Bingham, Osborn & Scarborough, LLC

Mrs. Eileen B. Gamboa

415-781-8535
http://www.bosinvest.com
        Live Presentation

Broker Educational Sales & Training, Inc.

Ms. Lisa Fallon

800-345-5669
http://www.brokered.net
        Live Presentation
        Self-Study

Cal-State Exams, Inc.

Michael Lustig

800-729-0207
http://cfp.overnightce.com
        Self-Study

Candura Group

Mr. Daniel J. Candura

781-626-0888
http://www.candura.net
        Live Presentation
        Self-Study

Charles Schwab & Company

Veronica Samoulides

415-636-3165
http://www.schwab.com
        Live Presentation
        Self-Study

ClienTell, Inc.

Ms. Heather Mackenzie

949-706-9459
http://www.clientellce.com
        Live Presentation
        Self-Study

ClienTell, Inc.

Ms. Heather Mackenzie

949-706-9459 (117)
http://www.clientellce.com
        Live Presentation
        Self-Study

Cornerstone Financial Services

Paula Ellis

877-315-5988
http://www.cfs-gc.com
        Self-Study

Courses 4 CE

Mr. Bernard D. Rabbino

973-992-1258
        Live Presentation

DF Institute Inc. D/B/A Kaplan Financial

Emy Skalla

608-779-5599 (2444)
http://www.kaplanfinancial.com
        Live Presentation
        Self-Study

Educational Services

Mr. Donald D. Gusarson

831-476-7079
        Self-Study

Financial Network Investment Corporation - Pasadena Region

Mr. Colin Stephenson Mackenzie, III

626-795-8896 (16)
        Live Presentation

Financial Planning Institute, LLC

Mr. Jeffrey H. Rattiner

720-529-1888
http://www.financialplanningfasttrack.com
        Live Presentation

FinancialCampus.com

Cheryl Saenger

800-711-9484
http://www.financialcampus.com
        Live Presentation
        Self-Study

FPA - Colorado Chapter

Ms. MJ Genualdi

303-450-0515
http://www.cofpa.org
        Live Presentation

FPA - Financial Planning Association

Danielle Hall

800-322-4237 (7315)
http://www.fpanet.org
        Live Presentation
        Self-Study

FPA - Puget Sound Chapter

Cindy Byfield

206-686-4372
http://www.pugetsound.org
        Live Presentation

FPA - Tampa Bay Chapter

Christine Brown

813-814-1630
http://www.planningtampabay.org
        Live Presentation

FPA - Tampa Bay Chapter

Christine Brown

813-854-3759
http://www.planningtampabay.org
        Live Presentation

FPA - Tampa Bay Chapter

Christine Brown

813-855-1017
http://www.planningtampabay.org
        Live Presentation

FPA - Tampa Bay Chapter

Christine Brown

866-730-4530
http://www.planningtampabay.org
        Live Presentation

Frederick E. Adkins III, Inc.

Mr. Fredrick E. Adkins, III

501-376-9051
        Live Presentation

Gary A. Morris

Mr. Gary A. Morris

214-363-4949
        Live Presentation

Greene Consulting Associates LLC

Cindy Byrd

404-324-4600
http://www.greeneconsults.com
        Live Presentation
        Self-Study

Gulfcoast Education Center of Florida, Inc.

Dr. Robert J. Cook

813-962-0047
        Live Presentation

H C Denison Company

Mr. Robert J. Kuehl

920-457-9451
        Live Presentation
        Self-Study

Lincoln National Life Insurance Co. - CT

Vanessa Genga

860-466-1827
        Live Presentation
        Self-Study

Minnesota Society of Certified Public Accountants

Barbara E. Wente

952-831-2707
        Live Presentation

Oppenheimer Funds, Inc.

Jared Husketh

800-334-8322 (5254)
http://www.reged.com
        Live Presentation

PASS Online

Ms. Heather Lumpkin

817-252-4253
http://www.passonline.com
        Live Presentation
        Self-Study

PASS Online

Ms. Heather Lumpkin

817-252-4401
http://www.passonline.com
        Live Presentation
        Self-Study

Planco Financial Services, LLC

Jan Marek


        Live Presentation

Quest Continuing Education Solutions

Linda Mieth-Krenke

877-593-3366
http://www.questce.com
        Live Presentation
        Self-Study

RegEd, Inc.

Ms. Brandi Brown

800-334-8322
http://www.reged.com
        Live Presentation
        Self-Study

Sandi Kruise Insurance Training

Robert Kruise

800-517-7500 (306)
http://www.kruise.com
        Live Presentation
        Self-Study

Society of Financial Service Professionals - Eastern Iowa Chapter

Mrs. Julie M. Cole

319-363-2653 (137)
        Live Presentation

Society of Financial Service Professionals - National Chapter

Marilyn Butts

610-526-2500
www.financialpro.org
        Live Presentation
        Self-Study

Speaking of Ethics

Mr. Patrick J. Kuhse

619-981-1911
www.speakingofethics.com
        Live Presentation

Summit Financial Resources Inc.

Mr. Frederick R. Stubbs

201-285-3600
        Live Presentation

WebCE

Sue Moore

800-488-9308
http://www.webce.com
        Self-Study

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