A Center For Continuing Education -- Certified Financial Planners

A Center for Continuing Education
(770) 702-7917
(800) 344-1921
Fax: (770) 702-7914

Special Pricing For Certified Financial Planners

Special course offerings from A Center For Continuing Education for Certified Financial Planners. These specials are available for a limited time, order today.

Each course appears with the format, number of CEU's and the associated fee. For additional details about a specific course click on the course name. Your shopping cart contains ALL the courses in this special package. Just click the Check Out button to complete your purchase. CFP courses are approved in all 50 states. To see if the courses are approved for Insurance CEU's in a specific state, select that state from the list below.

Please select a State from the list to see Insurance CEU's

Please be aware, effective 1/1/2023, the CFP board is now collecting a filing fee of $1.25 per hour and it will be added to your total.

Purchase one course at the full price and the
Required CFP Code of Ethics course can be purchased for
$20 with purchase of one additional course!

Online courses can be taken on any device.

Course Name (Format)	CEU	Cost

ACCE CFP Board Code of Ethics (Required ETHICS) (Online)	2	$14	Buy

Annuities Today (Online)	7	$9	Buy

End of Life Issues & Advance Directives (Online)	3	$9	Buy

Got Retirement? What About IRAs..... (Online)	3	$9	Buy

Keys To Asset Allocation (Online)	4	$9	Buy
The Keys To Asset Allocation course delves into this specialized area of saving and investing for the futures of Americans. It pays attention to all types of Savings and Investment vehicles along with Mutual Funds and Variable Annuities. It explores the issues specific to asset allocation, diversification, and rebalancing. It explores the unique nature of mutual funds and variable annuities and their inherent makeup lending itself readily to asset allocation and diversification roles in the accumulation of money. Overall aspects of saving and investing in general are covered. There is a discussion of basics including planning, goals, income, expenses, finding the money, etc. Recommendations for all of us to pay attention to are reviewed including paying off credit cards, ways to make money, and differences between saving and investing. It looks at risk and its many various manifestations. It looks at guarantees and organizations responsible for it. Fundamental strategies in investing are discussed including asset allocation, diversification, rebalancing, and dollar cost averaging. Distribution options and tax consequences for withdrawals that are fundamental components of cash, stocks, bonds, mutual funds and variable annuity investing and accumulation programs are detailed. As the fundamental ingredients of saving and investing strategies, we look closely at the investment types such as cash, stocks, bonds, mutual funds and variable annuity investments. It explores the types of liquid and cash type savings instruments such as CDs, Money Market Accounts, Money Market Funds, Treasury Bills and Treasury Notes. It examines the types of fixed and bond based investment instruments such as Saving Bonds, Bonds, Corporate Bonds, Municipal Bonds, and Treasury Bonds. It reviews the types of growth and stock based investment instruments such as Stocks and the various types such as Growth, Income, Value, and Blue Chip to name a few. Real Estate Investment Trusts (REITs) are discussed with benefits, risks, fees, and taxes explored. Also presented are Options, Commodities, Real Estate, Private Equity and Collectibles. The provisions of mutual funds are viewed closely; how they correlate; and how they affect consumers. The provisions of variable annuities are reviewed closely; how they correlate; and how they affect consumers. Besides the goal of fulfilling student’s special continuing education requirements, it is our hope that they will acquire a new and/or renewed level of competency and insight into this highly critical area for client’s future through saving and investing. (91 pages - 20 questions) (Close Detail)

Mutual Fund Investing (Online)	5	$9	Buy

Retirement...Individual & Employer Sponsored Plans (Online)	6	$9	Buy

**These courses can be purchased for the reduced price shown in blue,
when an additional course is purchased at the full price.

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A Center for Continuing Education
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2550 Sandy Plains Road, Suite 225-138 ♦ Marietta, Georgia 30066
(770) 702-7917 ♦ (800) 344-1921 ♦ Fax: (770) 702-7914