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)

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