CFP Board-Accepted CE Content (43 Hours)
• "Create a Comprehensive Financial Plan" (5 CE Hours)
• ADHD & Neurodiversity w/ Aubrey Williams, MS, MBA (1)
• Budgeting + Intentional Spending w/ Jenn Steliga, CFP®, CFT-I™ (1)
• Ethics CE (CFP Board) (2)
• Federal Student Loan Planning w/ Emma Crawford, MA, CFP® (1)
• Financial Coaching + Faith w/ Jackson Larimer (1)
• Financial Life Planning for Nerds w/ Ian Bloom, CFP®, CDFA® (1)
• Financial Planning Case Studies (6)
• Health Insurance - Private vs. ACA Coverage w/ Mitchell Underwood (1)
• Health Insurance & Medicare w/ John Christianson, CFP® (1)
• House vs. Home w/ Angela McCaffrey (1)
• Medicare Basics and Beyond w/ Will Pierce (1)
• Mortgage (Re)Financing w/ Drew Curtis (1)
• Options Trading w/ Jill Zipkin (1)
• Overcoming Challenges + Parenting a Special Needs Family w/ Anthony Lombard, CFP® (1)
• Pensions + Union Benefits / Mary Ann Sullivan, CFP® (1)
• Permanent Life Insurance w/ Kevin Lao, CFP®, RICP® (1)
• Real Estate Planning + Sec. 121 Opportunities w/ Dan Huffman (0.5)
• Retire Often w/ Jillian Johnsrud (1)
• Reverse Mortgages w/ Eric D. Miller (1)
• Special Needs Financial Planning w/ Nicky Amore, MBA, MA, CFT™, CFP®, CPWA®, ChSNC® (1)
• Tax Planning To and Through Early Retirement (12)
• Women in Transition w/ Melinda Satterlee, CFP® (0.5)