Weekend of June 21st Customers will be unable to purchase from the website. However testing will still be available.
Please note that this information is subject to change without notice.
ACAT, ABA, ATA, and ATP issue credits that match the NASBA credits listed below.
Program
1NASBA - The following states differ from credits shown above (applies only to print curriculum):Florida: All courses have been disallowed due to QAS limitations. Illinois: All CFP® Program and designation courses = 40 credits; Master's courses related to accounting, taxation, or investments = 40 credits. Nebraska: Licensee must submit directly with NE.New York: Credit is issued at 84% of NASBA credit.Oregon: All courses have been disallowed due to QAS limitations.Tennessee: All courses have been disallowed due to QAS limitations.Hawaii: All courses have been disallowed due to QAS limitations.South Carolina: All courses have been disallowed due to QAS limitations.The College for Financial Planning is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org. The College for Financial Planning is registered with the North Carolina State Board of CPA Examiners as a sponsor of continuing education. Complaints or comments regarding registered sponsors may be addressed to the North Carolina State Board of CPA Examiners, PO Box 12827, Raleigh, NC 27605-2827.
3 The following Master's courses are approved: ACC510 – Financial Statement Analysis; ECO510 – Money and Banking; ECO551 Global Economics; FIN 520 - Quantitative Analysis; FIN521 – Economics and Derivatives; FIN522 Equity & Debt Management; FIN 540 - Advanced Financial Statement Analysis and Economics; FIN 541- Derivatives ; FIN 542 - Analysis of Equity Investments; FIN 543 - Analysis of Debt Investments; FIN560 – Public Finance; FIN561 Technical Analysis; FIN 580 - Managing Equity Investments; FIN 581 - Managing Debt Invest. & Quantitative Analysis; FIN 610 - Advanced Portfolio Management; MSTR3201 – Issues in Estate Planning; MSTR3202 – Estate Planning with Trusts; MSTR3302 – Issues in Financial Planning for the Retired; PFP510 - Financial Planning Process & Risk Management; PFP511 – Insurance; PFP512 -Investment Planning; PFP513 - Income Tax Planning; PFP514 - Retirement Planning & Employee Benefits; PFP515 - Estate Planning (Part I); PFP516 – Estate Planning (PartII); PFP550 Portfolio Management for Personal Financial Planners; PFP 551 - Investment Analysis; PFP 560 - Tax Planning for the Highly Compensated; PFP 570 - Pre-retirement Financial Planning Topics; PFP 572 - Qualified Retirement Plan Topics; PFP 580 - Issues in Estate Planning; PFP 590 - Women and Financial Planning; Remaining Masters courses are pending CFP Board approval.
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