CE worth your investment
Elevate your expertise with CeriFi’s comprehensive CE library for CFP® professionals. With CFP Board-certified CE courses from the most trusted names in financial education, we help you meet diverse client needs and propel your practice to new heights.
Trusted education
Benefit from the knowledge of industry-leading brands.
Diverse specializations
From ethics to estate planning, find courses that match your focus.
Flexible learning
Choose from in-person, live-online, or self-paced options.
Relevant content
Stay updated with the latest industry trends and regulatory changes.
Explore all of CeriFiʼs CFP® certification CE products from our leading brands.
Ethics CE Course
Fulfill your ethics continuing education requirements with Dalton’s Ethics CE course.
Learn more about this course >Certified Military Financial Advisor®
Empower yourself to provide tailored financial services to active military personnel, veterans, and their families.
Learn more about this course >Small Business Wealth Advisor™
Gain the advanced, integrated expertise to create meaningful impact from a business’s earliest stages through its long-term growth and eventual succession.
Learn more about this course >Applied Learning Library™
Communicate with confidence, deepen client relationships, and strengthen advisory skill with just-in-time learning, embedded directly into your daily workflow.
Learn more about this course >Investment Advisor Representative (IAR) CE Courses
Pass Perfect provides 20+ CFP CE courses on topics such as real estate, ESG, life insurance, ethics, cryptocurrency, and more. Browse the IAR library to determine what topics are most applicable to your practice and then click on course descriptions to determine if CFP CE is included.
Explore IAR course catalog >Gear Up Royal Flush Conference
Join the go-to event for financial planners for 50+ years, where you can network and earn CE credits in an exciting in-person setting.
Learn more about this course >Access over 90 CFP® CE courses
Checkpoint Learning’s comprehensive library includes a plethora of CFP CE courses — covering ethics, retirement, tax planning, and more.
Browse course catalog >2026 Post Tax Season Update and Review
During these review sessions experts will walk you through new deductions, shifting credit rules, and OBBA-driven changes, so you can move forward with confidence, not questions.
Learn more about this webinar >2026 Summer Tax
Packed with expert insights on the top issues raised by you and your fellow tax professionals. With crowdsourced topics designed to tackle today’s most pressing challenges, this webinar is the ideal midyear refresher.
Learn more about this webinar >2026/27 Federal Tax Update Webinar
Stay ahead of changing federal tax laws with Spidell’s 2026/27 Federal Tax Update Webinar. This expert-led program breaks down the latest legislation, IRS guidance, and key developments into clear, practical insights you can apply right away—so you can advise clients with confidence, stay compliant, and earn valuable CPE all in one session.
Learn more about this webinar >Advising Clients in a Post-OBBBA World: Tax Planning Strategies for 2025
Get ahead of the changes brought by the One Big, Beautiful Bill Act (OBBBA). Explore new SALT deduction strategies, estate and gift planning opportunities, and year-end moves that can optimize 2025 tax outcomes
Learn more about this course >The ABCs of Trump Accounts
Get clear guidance on Trump Accounts when it works for you. With millions of Trump Accounts already opened and more clients asking how they work, this on-demand session gives you a clear, practical overview so you can respond with confidence.
Learn more about this course >CFP® CE coming soon
Advance your expertise with ACFCS, a global leader in financial crime education, offering certification, training, and insights to help you stay ahead of emerging risks.
Learn more about this course >