Need continuing education credits? In its Learning Center, offers continuing professional education for a few different certifications:

  • Certified Financial Planners (CFP)
  • Certified Private Wealth Advisors (CPWA)
  • Certified Investment Management Analysts (CIMA)
  • Certified Equity Professionals (CEP)

In total, the Learning Center offers:

  • 15 continuing education credits for CFPs (50% of the total requirement)
  • 15 continuing education credits for CPWAs and CIMAs (37.5% of the total requirement)
  • 30 continuing education credits for CEPs (100% of the total requirement)

The programs consist of six separate online self-study courses and exams:

Each course features podcasts, articles, FAQs, and videos from They are woven into an interactive learning tool. The answer key for each exam also links to relevant content on the site for further reading.

The publisher of also offers CE credits at its other website,, an online resource of educational content on nonqualified deferred compensation (NQDC). Each program in that website’s Learning Center has a comprehensive course of educational content and a 30-question exam. In total, the programs at offer:

  • 6 CE credits for CFPs
  • 6 Professional Achievement in Continuing Education (PACE) credit hours for Chartered Life Underwriters and for Chartered Financial Consultants
  • 12 Continuing Professional Education (CPE) hours for credentialed members of The American Society of Pension Professionals & Actuaries

Questions? You can reach the team at (located in Boston) at or 617-734-1979.

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