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Certified Financial Planner® (CFP)
and CIMA® Course Catalog
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State Insurance Catalog of Available Courses: |
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CFP® Certificant and CIMA®
Designee Pricing
CFP® certificants
and CIMA® designees
may select
courses below that can be
submitted towards the certificants and designees continuing
education requirement for as low as $39.95.
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CFP®
Certificant and CIMA®
Designee Continuing Education
Requirements
View CFP® certificant
CE Requirements.
View CIMA® designee
CE Requirements.
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Monitor
Requirements
Courses for the CFP®
certificant and the
CIMA® designee do not require a monitor.
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Course Expiration
CFP and CIMA courses are approved for the current year. Courses must be completed
by 12/31 of the current year to receive credit. Completion dates after 12/31 of the current year
cannot be submitted for credit.
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The following courses
are for CFP®
certificant and CIMA® designee
continuing education credit. By selecting any of the
courses below you will receive
the credit hours for that course which Broker Educational
Sales & Training, Inc. will report to the CFP
Board and CIMA®.
You can obtain additional information for
the course by clicking the View button under Description.
Certified Financial Planner Provider Number:
2155
CIMA Provider Number: 114861 |
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Bundle
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Price
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Purchase Here
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Bundle Title: CFP Board Code of Ethics with CIMA
Description: With the order of this bundle, you will receive 2 credits for CFP Ethics and 2 credits for CIMA Ethics.
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$44.95
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Bundle Title: Estate Planning After TRA 2010 with CIMA (10 Credit)
Description: With the order of this bundle, you will receive 10 credits for CFP Estate Planning and 10 credits for CIMA Retirement Planning.
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$49.95
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Bundle Title: Financial Advisors Guide to IRAs with CIMA
Description: With the order of this bundle, you will receive 10 credits for CFP General and 10 credits for CIMA Investment Management.
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$49.95
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Bundle Title: FA Guide to Social Security & Medicare Benefits with CIMA
Description: With the order of this bundle, you will receive 10 credits for CFP Retirement Planning and 10 credits CIMA Retirement Planning.
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$49.95
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Bundle Title: Individual Retirement Arrangements with CIMA
Description: With the order of this bundle, you will receive 10 credits for CFP Retirement Planning and 10 credits for CIMA Retirement Planning.
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$49.95
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Bundle Title: FA Guide to Annuities and Suitability Practices with CIMA
Description: With the order of this bundle, you will receice 10 credits for CFP General and 10 credits for CIMA Investment Management.
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$49.95
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Bundle Title: Understanding SS, Medicare and Govt. Benefits with CIMA
Description: With the order of this bundle, you will receive 10 credits for CFP Retirement Planning and 10 credits for CIMA Retirement Planning.
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$49.95
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| The following courses are for CFP credit OR CIMA credit. By
ordering an individual course below Broker Educational Sales & Training,
Inc. will submit credits to either the CFP Board or CIMA depending on
your profile. |
Course
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CFP Credit Hours
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Price
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CIMA Credit & Subject Matter
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Description
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Purchase Here
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Course Name: CFP Board Code of Ethics and Professional Responsibility
Course Number: COE001
Subject Matter: Ethics
Notes: Course expires - 12/31/12.
Meets CFP Board's Code of Ethics and/or Practice Standards Requirement.
For CFP credit. CIMA credit available.
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2
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$39.95
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2
Ethics
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Course Name: Estate Planning After TRA 2010 (10 Credits)
Course Number: CF030
Subject Matter: Estate Planning
Notes: Course expires - 12/31/12.
For CFP credit. CIMA credit available.
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10
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$44.95
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10
Retirement Planning
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Course Name: Financial Advisors Guide to Social Security and Medicare Benefits
Course Number: CF0033
Subject Matter: Retirement Planning
Notes: Course expires - 12/31/12.
For CFP credit. CIMA credit available.
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10
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$44.95
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10
Retirement Planning
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Course Name: The Financial Advisors Guide to Annuities and Suitability Practices
Course Number: CF015
Subject Matter: General
Notes: Course expires - 12/31/12.
For CFP credit. CIMA credit available.
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10
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$44.95
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10
Investment Mgt.
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Course Name: Financial Advisor’s Guide to IRAs
Course Number: CF014
Subject Matter: General
Notes: Course expires - 12/31/12.
For CFP credit. CIMA credit available.
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10
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$44.95
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10
Investment Mgt.
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Course Name: Individual Retirement Arrangements
Course Number: CF034
Subject Matter: Retirement Planning
Notes: Course expires - 12/31/12.
For CFP credit. CIMA credit available.
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10
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$44.95
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10
Retirement Planning
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Course Name: Understanding Social Security, Medicare, and Government Benefits
Course Number: CF016
Subject Matter: Retirement Planning
Notes: Course expires - 12/31/12.
For CFP credit. CIMA credit available.
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10
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$44.95
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10
Retirement Planning
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Course Name: Estate Planning After TRA 2010 (28 Credits)
Course Number: CF037
Subject Matter: Estate Planning
Notes: Course expires - 12/31/12.
For CFP credit. CIMA pending.
This course requires a 280 question examination. Chapter test must be taken and passed with 70% or better. Chapter tests are added together to produce final score.
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28
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$84.95
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0
Pending
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