Continuing Education

financial advisor continuing education

Earn the credits you need to stay ahead

  • Tests in 10 Topic Areas
  • New Tests Added Monthly
  • Results Sent to CFP Board
  • Credits on CE Reporting Form
  • Results Emailed to Advisor

Earn accreditations quickly and efficiently through our web based CE tests, which enable you to fulfill your professional requirements wherever you are with ease.

Our online tests satisfy continuing education (CE) requirements for many professional accreditations. We offer tests in several topic areas for advisors maintaining their CFP, ChFC, CLF, CLU, RHU and REBC certifications.

This solution is included in these Packages:

Meet Professional Requirements on Your Schedule

We understand your schedule can be tight, so we have worked hard to streamline the CE credit process. Through Broadridge Advisor Solutions, you are able to access online CE services and a variety of financial tests through a convenient online portal. This enables you to maintain your certifications without hindering your client service. Through our solution, you:

  • Select courses, review content and take tests where and when works best for you
  • Receive email notification of test results and earned credits
  • Reduce required paperwork, as passing results are automatically sent to Certified Financial Planner (CFP) Board of Standards
  • Eliminate travel and business interruption



Ask us about broker-dealer pricing

SCHEDULE A DEMO or Call 800-233-2834