Advancing the Standard of Excellence in Financial & Insurance Continuing Education Courses

Broker Educational, one of the premier Financial & Insurance Continuing Education Courses providers in the country, launches its online CFP CE courses catalog.

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CFP Board Code of Ethics

CFP Board Code of Ethics

Today it seems that anyone can use the title “financial planner.” The truth is that only those who have fulfilled the certification and renewal requirements set by the CFP Board can display the CFP® certification trademarks...

New Port Richey, FL (PRWEB) July 29, 2014

Broker Educational Sales & Training, Inc. (BEST) launches its Certified Financial Planner (CFP) continuing education courses online catalog. The site provides CFP® Certificants with CFP Board of Standards, Inc. approved courses specifically designed to allow them to complete their CFP CE requirements.

Today it seems that anyone can use the title of “financial planner.” The truth is that only those who have fulfilled the rigorous certification and renewal requirements set by the CFP Board can display the CFP® certification trademarks which represent a high level of expertise, ethics and professionalism. CFPs must also adhere to a strict code of professional conduct and ethics. This code of ethics embodies six principles: integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence. CFPs who violate these principles are subject to disciplinary action which can include the loss of the license.

As stated by the CFP Board of Standards, “CFP® professionals must report 30 hours of CE each reporting period. This period is the same as the certification period, a two-year period ending with the last day of the certificant’s renewal month. A newly-certified CFP® professionals’ initial Continuing Education (CE) requirement is prorated for the period from initial certification to the end of the initial certification period. Credit must be earned from programs that cover the financial planning topics in CFP Board’s Job Task Domains or Principal Topics. Two of the 30 hours must be earned from a pre-approved CFP Board Ethics CE program. The other 28 hours may be earned in one or more of the accepted topics.”

BEST now assists CFP® certificants in meeting the CFP Board’s stringent renewal requirements, with its newly launched CFP online continuing education courses catalog. The catalog allows for convenient access to course material and includes: unlimited retakes of review questions and final examinations, instant grading, access to certificates of completion, and course accessibility for one year from purchase.

A few of the courses available within the catalog are:

  • CFP Board Code of Ethics
  • Estate Planning
  • Individual Retirement Arrangements
  • Understanding Social Security, Medicare and Government Benefits

About Broker Educational Sales & Training, Inc.

Broker Educational Sales & Training, Inc. is a nationally approved provider of continuing education for the financial and insurance professional and advanced training programs for the Certified Financial Planner (CFP), Investment Management Consultants Association (IMCA), and to the mutual fund, insurance and financial services industry. BEST conducts and administers over 500 continuing education classes throughout the country, which on average are attended by over 61,000 insurance agents, accountants and lawyers annually. BEST also conducts national symposiums and seminars with an average attendance of over 100 Financial Advisors throughout the country.


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