This library of recorded webinars is available for self-study CFP® Continuing Education credit.
You must obtain a score of 70% or better on the course assessment within three attempts to receive credit. After submitting the assessment, you will have the option to "View your score." If you do not pass within three attempts, the CFP® Board requires a short waiting period before any further attempts.
CE credits will be reported to the CFP® Board on or near the 1st and the 15th of each month, and you will receive an email notification from the CFP Board when your credits have been reported.
In an effort to keep our library of content up to date, we will be retiring all self- study programs offered before 2022 effective January 2023. For more self-study CE opportunities please visit Kitces.com as part of your member benefits and be sure to check the XYPN Calendar for live CE events rolling out in 2023!
If you have questions about CE reporting, please email Sierra Fredricksen at [email protected].
2023 Self-Study CE
2022 Self-Study CE
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All Courses
Client Characteristics in The Psychology of Financial Planning
1 Lessons Free -
All Courses
Helping Clients Plan for Fertility
1 Lessons Free -
All Courses
Tax Planning Basics for Real Estate Investors with Cynthia Meyer and Scott Jensen
1 Lessons Free -
All Courses
Blockchain and Digital Assets with Ric Edelman
2 Lessons Free -
All Courses
Opportunities and Pitfalls in Values-based Investing
1 Lessons Free -
All Courses
Health Insurance Planning 101
2 Lessons Free -
All Courses
Which Bonds Are Best?
1 Lessons Free
For more self-study CE options you can also visit Dimensional Fund Advisors' collection of on-demand learning modules offers continuing education (CE) credits to financial professionals as part of the Dimensional 360™ experience. Click here to access.
To learn more about Dimensional Fund Advisors and this member benefit, click here.