Certified Financial Planner Board of Standards, Inc.
 
 
 
CFP Board Ethics CE Sponsors

Programs on CFP Board's Ethical Standards 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 and Professional Responsibility, Rules of Conduct and/or Financial Planning Practice Standards.

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.).

Please note that some of the CE Sponsors listed below may offer courses on ethics unrelated to CFP Board's Ethical Standards; please verify with the CE Sponsor that the program you are taking is specifically pre-approved as fulfilling the CFP® certification requirement for a 2-hour program on CFP Board's Ethical Standards.

 

Organization Name

Contact Person

Telephone / WEB


"1A" AAA Financial Planning Institute

Jerry Keith

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

A Center for Continuing Education

Debbie Harrison

(404)355-1921
http://www.acceducation.com
        Self-Study

A Professional Training Services Company

Mr. Joel M. Weiner

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

AFFORDABLE-SUCCESS-FIRST CHOICE-CLIENTELL

Jennifer Schardt

(949)706-9453 (116)
http://www.successce.com
        Live Presentation
        Self-Study

Ameriprise Financial Services, Inc.

Pat Hooper

612-671-4435
        Live Presentation
        Self-Study

Baystate Financial Services

Mr. Herbert Karl Daroff

617-585-4502
http://baystatefinancialservices.com
        Live Presentation

Beacon Hill Financial Educators

Mr. David H. Freed

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

Broker Educational Sales & Training, Inc.

Mardi Fitzgerald

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

Candura Group LLC

Dan Candura, CFP(R)

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

College for Financial Planning

Diane Guise

800-237-9990
http://www.cffpinfo.com
        Live Presentation
        Self-Study

Courses 4 CE

Mr. Bernard D. Rabbino

973-992-1258
        Live Presentation

David Lawrence and Associates

David Lawrence

(888)694-6171
http://www.EfficientPractice.com
        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

FIRE Solutions, Inc.

Donald A. Adams

415-869-9036
http://www.firesolutions.com
        Self-Study

FPA - Charlotte Chapter

Mr. Harry R. Greyard

704-553-7220
        Live Presentation

FPA - Financial Planning Association

Destre Downing

(800)322-4237 (7157)
http://www.fpanet.org
        Live Presentation
        Self-Study

FPA - Middle Tennessee Chapter

Ms. Suzanne Regen

615-473-1450
        Live Presentation

FPA - New Jersey Chapter

Maria T. Eckert

877-773-7265
http://www.fpanj.org
        Live Presentation

FPA - Southwest Florida Chapter

Jennifer Howes

(941)637-7526
        Live Presentation

Gary A. Morris

Mr. Gary A. Morris

214-363-4949
        Live Presentation

Keir Educational Resources

Mr. James W Tissot

212-354-7164
http://www.keirsuccess.com
        Live Presentation

KSU Foundation

Ms. Lori Rogge

(785)532-7539
http://www.found.ksu.edu
        Live Presentation

Lincoln National Life Insurance Co./CT

Linda Mieth-Krenke

877-593-3366
        Live Presentation
        Self-Study

Malcolm A. Makin

Mr. Malcolm A. Makin

401-596-2800
        Live Presentation

Quest Continuing Education Solutions

Linda Mieth-Krenke

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

Sandi Kruise Insurance Training

Robert Kruise

800-517-7500 (301)
http://www.kruise.com
        Live Presentation
        Self-Study

Society of Financial Service Professionals - South Jersey Chapter

Mrs. Virginia T Harriett

856-596-4830 (2538)
http://www.sfsp.net/southjersey
        Live Presentation

Society of Financial Service Professionals - Southwest Michigan Chapter

Ms. Helen Coleman

269-373-9090
        Live Presentation
        Self-Study

Steven Reents

Mr. Steven M. Reents

770-533-6065
        Live Presentation

The American College

Antoinette Christaldi

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

WebCE, Inc.

Eugene Barnes

(800)488-9308
http://www.financialplannerce.com
        Self-Study

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