Premier Membership

Premier access to’s Members Section, a value of $149 per year, is included in your XYPN Membership. These resources fulfill all hours of CE you need for CFP and Investments & Wealth (IWI, formerly IMCA) CE obligations every year. Please note, this does not include Kitces Ethics CE sessions. XYPN hosts Ethics CE webinars in Network. Visit your Membership Portal to sign up.

Live Webinars

XYPN Hosts at least 12 live CFP® CE webinars each year, typically one per month, including CFP® CE Ethics sessions.

Visit the Membership Calendar in the XYPN Portal and search "Continuing Education" to view upcoming webinars. In 2021, webinars are being published on a rolling basis. New webinars are posted regularly.
  • What can I expect from the sessions?

    These one-hour sessions, presented by industry experts, include live instruction along with an opportunity for you to ask questions during the webinar. We also offer opportunities to fulfill your 2-hour CFP® Ethics requirement.

  • How do I get credit?

    After the webinar is over, we’ll email you a form you’ll use to provide your name and CFP number; our team then submits your credits to the CFP® Board within one week.

  • Can I receive non-CFP® CE credit?

    At this time, XYPN only supports and reports CFP® Continuing Education on behalf of members. Members may be able to self-report CE to other organizations they are a part of.

Self-Study Continuing Education

Access our library of 40+ CE webinars.

If you missed a live webinar, or need CFP® CE credits on a tight timeline, you can access a library of recorded CE webinars for self-study CE credit. CE is reported on or near the 1st and 15th of each month.
  • What can I expect from the sessions?

    Here you’ll find webinar recordings and sessions filmed at #XYPNLIVE. Simply watch any video you choose and take the exam. You’ll answer 5 multiple choice questions per credit hour.

  • When and where do you add new sessions?

    All recorded CE webinars and #XYPNLIVE CE sessions are added to XYPN Academy. We add new sessions every month! Click the link above to view all courses and get started.

  • How do I get credit?

    To earn CFP® credits, you must pass each exam with a 70% or higher. We review exam results and report credits to the CFP® Board on the 1st and 15th of each month. Once we’ve reported your credits, you’ll receive a confirmation email from the Board.

  • What can I expect from the sessions?

    #XYPNLIVE, our annual conference, offers multiple breakout CE sessions. These sessions cover a wide range of topics relevant to the CFP® designation and are led by industry experts.

  • How do I attend?

    Check the conference schedule in the link above to see which sessions qualify for CE credit. During the conference, you can choose any CE breakout sessions you like.

  • How do I get credit?

    After attending virtual CE sessions, we’ll send you a survey to complete with your CFP® ID and personal info. We'll report your credits to the CFP® Board within one week of the conference. You’ll then receive a confirmation email from the Board.