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The right insights, right now

Access the latest news, analysis and trends impacting your business.

Continuing Education

Help advisors earn the credits they need to stay ahead

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

Advisors earn accreditations, quickly and efficiently

Our web-based CE tests help advisors fulfill their professional requirements wherever they are, with ease.

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