The Certified Financial Planner Board is responsible not only for overseeing the exams that validate the skill of financial planners, but also for drafting the guidelines which regulate the profession. The requirements set by the board ensure that Certified Financial Planners possess the education, professionalism, reliability, ethics, and objectivity that the public should expect in […]

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Continuing education providers such as A Plus Online can help you advance your career by providing you with the skills and knowledge necessary to complete and maintain the certification requirements for a successful career in finance. Certified Financial Planner education requirements stipulate that candidates successfully complete pre-certification courses, have work experience and pass examinations in […]

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Chartered Financial Consultants, or ChFCs, must complete pre-certification requirements in a variety of areas related to insurance, finance, and investing. In addition, these requirements include educational prerequisites, work experience in the field, and continuing education courses. Continuing education courses that have been reviewed and approved for credit for Certified Financial Planners by the CFP Board […]

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Every state has different standards that dictate the requirements necessary to become and remain a licensed insurance agent. These requirements entail a certain amount of continuing education course work in the field, as well as the successful completion of any exams required for certification. Most states usually have an educational prerequisite as well, requiring that […]

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Continuing education classes for insurance agents can encompass many subjects. Courses in Personal Life Insurance Planning, Estate Tax Planning, Tax Sheltered Annuities, Retirement Plans, and Universal Life Insurance are just a few of the resources available to help insurance agents build on their knowledge and skills while maintaining their licenses. In addition, agents can also […]

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Certified Financial Planner (CFP) continuing education requirements are used to maintain the integrity and competency required for the position of certified financial planner. Professionals and successful CFP exam candidates are required to fulfill 30 continuing education credit hours every two years. Significant changes in CFP Continuing Education policies are planned to take effect in 2006 […]

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The CFP Board of Standards was founded to act as an independent professional regulatory organization. According to their mission statement, the Certified Financial Planner Board of Standards, Inc.’s (CFP Board) goal is to “help people benefit from competent, professional and ethical financial planning.” The Board does this by maintaining a standard of professional integrity for […]

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Certified Financial Planner (CFP) requirements include compliance with a combination of continuing education, experience, and ethical obligations, as well as the successful completion of certified exams. CFPs who do not comply with these standards and fail to meet the annual requirements are subject to disciplinary action, including suspension, until the CE credits are made up […]

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In order to maintain their licenses, insurance agents are required to meet continuing education requirements, usually every two years. While the requirements vary between each state, the general foundation remains the same. The majority of continuing education course requirements for insurance agents are selected from a state mandated list of requisite courses. However, agents can […]

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Chartered Financial Consultants, or ChFCs, are required to complete several pre-certification requirements in the fields of insurance, investing, and finance. In addition to educational prerequisites and field experience, the pre-certification requirements also encompass the annual completion of approved continuing education courses.
Continuing education courses for Certified Financial Consultants can be selected from the courses approved for […]

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