Industry-Leading Financial Continuing Education
CURRENT PROGRAMS:
CFP® Ethics
Join us for two hours of Ethics!
Brett offers a teleconference, CFP Board Code of Ethics and Professional Conduct, that fulfills the CFP Board’s 2 Hour Ethics CE requirement for maintaining your CFP® Certification. This course also provides CE credits for IAR and CIMA requirements.
Next Class: July 21, 2026
Day of CE
Join us for six hours of CFP® Continuing Education.
Six hours of CFP® and IAR continuing education taught by Brett Danko. The class fulfills six (6) CE hours toward the CFP Board’s CE requirement for maintaining your CFP® certification, and is also available for six (6) CE hours toward IAR continuing education.
Next Class: September 15, 2026
Professional Development
Unlock Your Full Potential and Elevate Your Success
A new set of learning programs, offered by Amy Leis, PhD, CFP® will teach you to master time management, implement effective practice management strategies, cultivate a relentlessly positive mindset and much more!