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CE for Financial Planners

To best serve their clients, it's imperative that Certified Financial Planners (CFPs) stay on top of key issues in such areas as taxation, health care, retirement benefits, and of course estate planning.

Surgent makes it easy and convenient for CFPs to stay informed on all of these critical topics and more -- while earning the CFP-approved credits they need each year.

CE for CFPs

Surgent is approved as a Continuing Education Provider by the Certified Financial Planner Board of Standards Inc. (CFP Board). That means we make it easy for CFPs to earn the continuing education (CE) credits they need to stay informed and compliant. Surgent offers more than 100 CFP-approved live webinars. Our top-rated instructors, compelling content, and live video bring an interactive experience right into your office for utmost convenience. Trust Surgent to help you stay current with--and understand the key implications of -- the latest developments in estate planning, health care, taxation issues, and more, all with a seamless and convenient online experience.
Explore CFP-Approved Courses