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Weekend of June 21st Customers will be unable to purchase from the website. However testing will still be available.

Mon., May 26th: In observance of Memorial Day, the College for Financial Planning will be closed. Online testing will be available; however, online testing support will not be available.

CE ITEMS
RETIREMENT PLANNING
CourseAuthorTitle Level CECPEPrice 
1003160Jim Stone, CHFC, CLURetirement Plans for Nonprofit & Governmental Entities I 20$20.00 Description
Enroll
1003114Jim Stone, CHFC, CLUDefined Benefit Plans for the Private Sector I 30$30.00 Description
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1003117Jim Stone, CHFC, CLUDefined Contribution Plans for the Private Sector I 30$30.00 Description
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1003189Samuel Van Why, MASEP, SIMPLE & SARSEP Plans I 30$30.00 Description
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1003172Jim Stone, CHFC, CLUPlan Design, Installation & Administration Issues I 40$40.00 Description
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1003181Jim Stone, CHFC, CLURetirement Plan Distributions I 40$40.00 Description
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1003219Donald Johnson, CFP®Retirement Planning B 30$30.00 Description
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1003206Robert E. Pennington, JD, LLMWhen to Retire I 30$30.00 Description
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1003171Robert E. Pennington, JD, LLMPersonal Savings: Investing for Retirement B 30$30.00 Description
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1003115Jim Stone, CHFC, CLUDefined Benefit Plans B 2.50$25.00 Description
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1003162Jim Stone, CHFC, CLUNonqualified Executive Benefit Plans I 30$30.00 Description
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1003192Robert E. Pennington, JD, LLMSources of Retirement Income B 30$30.00 Description
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1003174Jim Stone, CHFC, CLUPlanning for Retirement B 30$30.00 Description
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1003134Jim Stone, CHFC, CLUOther Employee Group Benefits B 2.50$25.00 Description
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1003168Robert E. Pennington, JD, LLMAn Overview of Retirement Plan Distributions B 30$30.00 Description
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1003178Robert E. Pennington, JD, LLMQualified Plan & IRA Distributions I 30$30.00 Description
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1003141Robert E. Pennington, JD, LLMIndividual Deferred Compensation B 30$30.00 Description
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1003173Samuel Van Why, MAPlan Establishment, Operation, Investment Objectives, Penalties & Termination I 40$40.00 Description
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1003140Michael B. Cates, MS, CFP®, ATPIncome Taxes and the Retiree I 30$30.00 Description
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1003161Jim Stone, CHFC, CLUNonprofit Organization & Government Plans B 20$20.00 Description
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1003152Robert E. Pennington, JD, LLMInvestment Opportunities for an Individual's Retirement B 40$40.00 Description
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1003169Donald Johnson, CFP®An Overview of Retirement Planning B 2.50$25.00 Description
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1003218Robert E. Pennington, JD, LLMPlan Design, Installation, Administration & Amendments I 30$30.00 Description
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1003116Samuel Van Why, MADefined Contribution Plans B 20$20.00 Description
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1003182Robert E. Pennington, JD, LLMThe Retirement Planning Process & Meeting Multiple Financial Objectives B 40$40.00 Description
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1003142Samuel Van Why, MAIndividual Retirement Accounts (IRAs) B 2.50$25.00 Description
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1003105Robert E. Pennington, JD, LLMAsset Management and Investment Strategy During Retirement I 50$50.00 Description
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1003130Robert E. Pennington, JD, LLMFiduciary Issues, Prohibited Transactions, Claims & Examinations B 2.50$25.00 Description
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1003204Robert E. Pennington, JD, LLMTypes & Characteristics of Retirement Plans B 2.50$25.00 Description
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5339Michael Snowdon, MA, CFP®, CMFCRetiree Health Care Issues I 50$50.00 Description
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1003101Robert E. Pennington, JD, LLM401(k) Plans B 20$20.00 Description
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1003121Robert E. Pennington, JD, LLMEmployer-Sponsored Plans B 50$50.00 Description
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1003148Jim Stone, CHFC, CLUIntroduction to Retirement Plans B 2.50$25.00 Description
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CFP®, CERTIFIED FINANCIAL PLANNERTM, and CFP (with flame logo)® are certification marks owned by the Certified Financial Planner Board of Standards, Inc. The College for Financial Planning does not certify individuals to use the CFP®, CERTIFIED FINANCIAL PLANNERTM or CFP (with flame logo)® certification marks. CFP® certification is granted only by the Certified Financial Planner Board of Standards to those persons who, in addition to completing an education requirement such as this CFP Board-Registered Program, have met its ethics, experience, and examination requirements.