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CFP® Professionals Complete 30 Credit Hour Insurance Continuing Education Courses Requirements to Maintain Standard of Excellence for Personal Financial Planning
  • USA - English


News provided by

Broker Educational Sales & Training, Inc

Mar 18, 2014, 03:00 ET

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Insurance CE
Insurance CE

New Port Richey, FL (PRWEB) March 18, 2014 -- According to the CFP Board of Standards, CFP® professionals are required to complete 30 credit hours of CE each reporting period. (2 hours from a CFP Board approved Ethics CE and 28 hours from one or more of the accepted subject topics.)

One of the clear points differentiating CFP® professionals from others, is their adherence to the CFP Board's mandated requirements.

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“Each reporting period, two of the required hours must be obtained from a pre-approved CFP Board Ethics CE program. Exceptions are not made. This requirement is designed to ensure that CFP® professionals review and remain informed of the Standards of Professional Conduct to which they agree to adhere as a condition of certification.

CFP Board adopted the Code of Ethics to establish the highest principles and standards. These principles are general statements expressing the ethical and professional ideals certificants and registrants are expected to display in their professional activities. As such, the principles are aspirational in character and provide a source of guidance for certificants and registrants. The principles form the basis of CFP Board's Rules of Conduct, Practice Standards and Disciplinary Rules, and these documents together reflect CFP Board's recognition of certificants' and registrants' responsibilities to the public, clients, colleagues and employers.”

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 which represent a high level of expertise, ethics and professionalism. CFP’s also understand all the complexities of the changing financial climate and will make recommendations in clients’ best interests.

To assist CFP® professionals in meeting the CFP Board’s rigorous renewal standards, BEST has created the CFP Bundle. BEST’s CFP Bundle provides the full 30 credit hours necessary to complete the CFP® certification renewal. The bundle is provided online and available anytime, anywhere. Courses included in the bundle are: “CFP Board Code of Ethics and Professional Responsibility” (2 credit hours) and “Estate Planning” (28 credit hours).

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.

Dan Barrett, Broker Educational Sales & Training, Inc, http://www.bestonlinecourses.com, +1 800-345-5669, [email protected]

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