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.
If you have questions about CE reporting, please email Sierra Fredricksen at academy@xyplanningnetwork.com.
2022 Self-Study CE
-
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
Risk Management and Insurance
-
All Courses, Continuing Education
Incorporating Disability Insurance Into a Practice with Jill MacNeal | #XYPNLIVE 2018 CE Session
3 Lessons Free -
All Courses, Continuing Education
Credit Scores: How They Impact Your Clients and How To Help Your Clients Improve Them with Ashley Murphy | #XYPNLIVE 2018 CE Session
3 Lessons Free -
All Courses, Continuing Education
Beyond the Basics of Life Insurance with Mark Maurer | #XYPNLIVE 2017 CE Session
3 Lessons Free -
All Courses, Continuing Education
Taming the Health Insurance Beast with Jack Hooper
3 Lessons Free -
All Courses, Continuing Education
A Practical Guide to Disability Insurance with Jamal Mahmood
4 Lessons Free -
All Courses, Continuing Education
A Practical Guide to Life Insurance with Jamal Mahmood
4 Lessons Free
Retirement Savings and Income Planning
-
All Courses
Economics-Based Financial Planning & Your Lifetime Balance Sheet with Jay Abolofia
3 Lessons Free -
All Courses
Budgeting, Cash Flow & Debt Management with Jeff Rattiner
3 Lessons Free -
All Courses
Social Security: What You Need to Know with Jeff Rattiner
3 Lessons Free -
All Courses
The RIGHT Retirement Plan with Josh Kegley | #XYPNLIVE 2019 CE Session
3 Lessons Free -
All Courses
Prospect Planning with Workplace Retirement Savings with Daniel Gregoire
3 Lessons Free -
All Courses
Retirement Income & Distribution Strategies with Sterling Raskie
3 Lessons Free
Investment Planning
-
All Courses
The Changing Face of Investment Planning: What We Can Do To Help Our Clients with Jeff Rattiner
3 Lessons Free -
All Courses
Investment Planning with Sterling Raskie
3 Lessons Free -
All Courses
Complementing the Financial Plan with Portfolio Management with Alex Riedel | #XYPNLIVE 2019 CE Session
3 Lessons Free -
All Courses
Making Sustainability and Impact a Part of Your Practice with Jon Hale | #XYPNLIVE 2019 CE Session
3 Lessons Free -
All Courses
Stock Options 101: ISOs, Non-Quals & RSUs, Oh My! with Rebecca Conner & Shane Mason | #XYPNLIVE 2019 CE Session
3 Lessons Free -
All Courses
Common Investment Statistics: Uses & Abuses with Mario Nardone| #XYPNLIVE 2018 CE Session
3 Lessons Free
Financial Planning
-
All Courses
Behavioral Finance: Is It the Future of Financial Planning? with Gary Clement
3 Lessons Free -
All Courses
Eye-Rolls or Head Nods? Understanding Client Attitudes Towards Financial Planning with Sarah Fallaw | #XYPNLIVE 2019 CE Session
3 Lessons Free -
All Courses
Helping Clients Change When They Don't Seem to Want To
3 Lessons Free -
All Courses
Working With Couples Even When It's Difficult
3 Lessons Free -
All Courses
12 Harsh Financial Truths about Divorce with Sara Stanich
3 Lessons Free -
All Courses
Client Divorcing? What to Ask Now with Sara Stanich
3 Lessons Free -
All Courses
You’re an Amazing Financial Planner! (But Are You Also an Amazing CIO?) with Mario Nardone | #XYPNLIVE 2019 CE Session
3 Lessons Free