Six hours of CFP® Continuing Education November 16, 2021, 12:00 pm – 6:00 pm ET, with classes taught by Brett Danko. The class bundle fulfills six (6) CE hours toward the CFP® Board’s CE requirement for maintaining your CFP® Certification.

Continuing Education Includes:

  • Tax Proposals/New Legislation
  • College Planning and Funding
  • Behavioral Finance
  • Helping Clients Achieve Their Goals After Death: Estate Planning, Estate Documents, Gifting, Trusts, Charitable Foundations

Price for all the courses is $349.00, and even less for Audio/Video Insights subscribers, $299.00. To make it even easier, we take care of the paperwork for you by submitting credit hours directly to the CFP® Board once you have completed the survey right after the teleconference.  Please Note: CFP Only. No State Insurance CE Credits.


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