CFP® Continuing Education: Requirements and Best Practices
Earning the CFP® designation shows clients you’re serious about professional standards. Keeping it, however, means committing to a challenging set of CFP® continuing education requirements. Those hours prove you’re current, ethical, and worthy of client trust. In the sections ahead, we’ll outline exactly what the CFP Board requires, how CE credits work, and how to...
Top 5 Excel CPE Courses to Boost Your Finance Skills
Excel CPE Courses: Build Skills That Make an Immediate Impact Looking to sharpen your Excel skills while earning CPE credits? Excel remains the gold standard for financial professionals. Excel CPE courses give you the practical tools to analyze data, create reports, and drive better decisions. This article provides a curated list of the top Excel...
Why CFI is the Ultimate Solution for CPE Compliance
How CFI Simplifies CPE Compliance for Financial Professionals Balancing CPE compliance with a demanding career can feel overwhelming. From keeping up with work deadlines to choosing the right courses, the process often seems unnecessarily complex. But it doesn’t have to be. This article explores how CFI’s finance-specific courses make CPE compliance easy, efficient, and impactful...
Debunking the Top 5 Myths About Continuing Professional Education in Finance
For finance professionals, Continuing Professional Education (CPE) is an essential part of maintaining certifications and staying competitive. Yet, misconceptions about its complexity, relevance, and accessibility can discourage even experienced professionals from embracing its benefits. The good news? Modern Continuing Professional Education is practical, flexible, and tailored to drive career growth. Here are five of the...
7 Common Mistakes When Pursuing CPE Credits – And How to Avoid Them
Earning CPE credits is essential for maintaining certifications and advancing your finance career, but navigating the process can be tricky. From selecting the wrong courses to procrastinating on deadlines, even seasoned professionals can make missteps that waste valuable time and money. The good news? By recognizing these common mistakes early, you can make the most...
