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

360training.com, Inc.

Janiece Attal

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

Affordable-Success-FirstChoice-Clientell

Zack Commissariat

949-706-9459 (117)
http://www.successce.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

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

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

BlackRock West

Alana Roman

415-402-4963
http://www.ishares.com
        Live Presentation
        Self-Study

Broker Educational Sales & Training, Inc.

Lori Hoelscher

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

Bryant & Stratton College

Mr. Evan S. Wardner

716-691-0012 (317)
http://www.bryantstratton.edu
        Live Presentation
        Self-Study

Cal-State Exams, Inc.

Michael Lustig

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

Candura Group LLC

Mr. Daniel J. Candura

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

CAPE Education, Inc.

Ben Wolf

888-227-3331
http://www.capeschool.com
        Live Presentation
        Self-Study

Charles Schwab & Company

Veronica Samoulides

415-636-7231
http://www.schwab.com
        Live Presentation
        Self-Study

College for Financial Planning

Diane Guise

800-237-9990
http://www.cffpinfo.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

Couzens, Lansky, Fealk, Ellis, Roeder & Lazar PC

Sharon Newman

248-489-8600
        Live Presentation

Educational Services

Mr. Donald D. Gusarson

831-476-7079
        Self-Study

Enterprise Insurance Training, Inc.

Mr. Thomas L. Evans

410-766-8118
http://Insurancetrainingschool.com
        Live Presentation

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

603-236-3300
http://www.financialcampus.com
        Live Presentation
        Self-Study

FinancialCampus.com

Cheryl Saenger

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

FPA - Charlotte Chapter

Mr. Harry R. Greyard

704-553-7220
        Live Presentation

FPA - Colorado Chapter

Miriam MacKay

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

FPA - Connecticut - Fairfield County Chapter

Lori L. Somerville

203-469-5039
        Live Presentation

FPA - Connecticut - Fairfield County Chapter

Lori L. Somerville

877-777-0600
        Live Presentation

FPA - East Tennessee Chapter

Ms. Ellen E. Coppinger

865-216-7645
        Live Presentation

FPA - Financial Planning Association

Danielle Hall

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

FPA - Greater Kansas City Chapter

Sandra L. Sabanske

913-381-4458
http://www.fpakc.org
        Live Presentation

FPA - New Jersey Chapter

Maria T. Eckert

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

FPA - New York Chapter

Maria Eckert

877-773-7269
http://www.fpany.org
        Live Presentation

FPA - Puget Sound Chapter

Cindy Byfield

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

FPA - Southern Colorado Chapter

William R Sigrist

719-477-9883
        Live Presentation

FPA - Southern Wisconsin Chapter

Ms. Karen Hendrickson

414-358-9260
http://www.fpa-sewi.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

FPA - Tampa Bay Chapter

Christine Brown

999-999-0000
http://www.planningtampabay.org
        Live Presentation

Gary A. Morris

Mr. Gary A. Morris

214-363-4949
        Live Presentation

Global CPE

Mr. Johnny I. Morris

800-460-4110
http://www.GlobalCPE.com
        Self-Study

Gulfcoast Education Center of Florida, Inc.

Dr. Robert J. Cook

813-961-5425
        Live Presentation

H C Denison Company

Mr. Robert J. Kuehl

920-457-9451
        Live Presentation
        Self-Study

HARGRAVE & ASSOCIATES LLC

Mr. Stanley E. Hargrave

951-684-0527
http://WWW.HARGRAVE-LYONS.COM
        Live Presentation

Hartford Life Distributors, LLC

Jan Marek

800-523-7798 (35174)
        Live Presentation

Kaplan Financial Education

Emy Skalla

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

Keir Educational Resources

Mr. James W Tissot

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

Lincoln National Life Insurance Co. - CT

Linda Mieth-Krenke

414-375-3402
        Live Presentation
        Self-Study

Lincoln National Life Insurance Co. - CT

Linda Mieth-Krenke

877-593-3366
        Live Presentation
        Self-Study

Lincoln National Life Insurance Co. - CT

Linda Mieth-Krenke

877-593-3366 (102)
        Live Presentation
        Self-Study

Loveland Consulting

Mr. Keith A. Loveland

952-746-1106
http://www.lovelandconsulting.com
        Live Presentation
        Self-Study

Morgan Stanley Smith Barney, LLC

Mr. Samuel J. Gallucci

201-830-5577
        Live Presentation

Oppenheimer Funds, Inc.

Allison Leanne Harris

800-334-8322 ext 5249
http://www.reged.com
        Live Presentation

Oppenheimer Funds, Inc.

Allison Leanne Harris

919-653-5249
http://www.reged.com
        Live Presentation

PASS Online

Ms. Heather Lumpkin

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

Quest Continuing Education Solutions

Linda Mieth-Krenke

414-375-3402
http://www.questce.com
        Live Presentation
        Self-Study

Quest Continuing Education Solutions

Linda Mieth-Krenke

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

Quest Continuing Education Solutions

Linda Mieth-Krenke

877-593-3366 (102)
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 - Eastern Iowa Chapter

Mrs. Julie M. Cole

319-363-2653 (137)
        Live Presentation

Society of Financial Service Professionals - National Chapter

Marshall Lipson

610-526-2521
http://www.financialpro.org
        Live Presentation
        Self-Study

Speaking of Ethics

Mr. Patrick J. Kuhse

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

St. Ambrose University

Ms. Michelle Heinrichs

800-747-7574
http://www.sau.edu/cps
        Live Presentation
        Self-Study

StoneRiver RegEd

Ms. Brandi Brown

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

Summit Financial Resources Inc.

Mr. Frederick R. Stubbs

201-285-3600
        Live Presentation

Thorp Reed & Armstrong, LLP

Julia E Johnson

412-394-7711 (2318)
http://www.thorpreed.com
        Live Presentation

WebCE

Bonnie Marlow

877-488-9320
http://www.financialplannerce.com
        Self-Study

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