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Continuing Education for CFP® Professionals

Meet your requirement with a variety of Instructor-led training options.

The financial planning career path continues to grow (41% by 2016, according to Money Magazine and, and the Certified Financial Planner™ (CFP®) designation represents the most well-respected and rigorous certification in this field. To maintain this credential once it has been earned, CFP® professionals must complete 30 hours of CFP® Board-approved continuing education every two years. As an approved CE provider, Surgent offers a variety of CFP®-approved live seminars and live webinars to meet this requirement.

With Surgent’s live webinars, it’s never been easier for CFP® professionals to meet their mandatory continuing education requirement. All webinars feature presentations by Surgent’s top instructors and the opportunity for attendees to participate in live Q&A via chat. There’s no need to leave your desk, and no exam is required—simply respond to attendance checks throughout the course. From Surgent’s extensive calendar, a variety of CFP® Board-approved courses are available at a wide selection of dates and times to suit your busy lifestyle.

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Surgent offers hundreds of live seminar dates for CFP® professionals each year, covering dozens of CFP® Board-approved topics. Courses range from 4-8 hours and most are sponsored by state societies of CPAs across the country. Or, bring Surgent’s tax and financial planning experts directly to your business with in-firm training—all CFP®-approved courses also qualify for CPE credit for CPAs.

Find CFP®-Approved Courses

Why limit yourself? Try Surgent’s Unlimited Webinar Package, our best value for CFP® professionals. Get full 2015 access to all Surgent webinars, including over 25 CFP®-approved topics, each offered on a variety of dates and times to best suit your busy lifestyle. Plus, if you are also a CPA, you can choose from any of the hundreds of webinars on Surgent’s calendar to meet your CPE requirement—no limits and no exclusions!

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