Welcome to the Financial Planning Institute®

We are dedicated to the Continuing Education for those who want to expand and update their knowledge of the financial planning process in both traditional classroom and online formats. CFP® professionals must complete 30 hours of Continuing Education approved by the CFP Board during a 2-year reporting period. Of those 30 hours it is mandatory that 2 hours are Ethics. Upon successful completion, we will submit all Continuing Education hours directly to the CFP Board. Log on now to review your account with CFP Board.
We offer a variety of Continuing Education courses, including a CFP Board approved Ethics course and a Keeping Current Manual to help you stay abreast on a number of changes, to begin to fulfill your CE obligations. All materials for our Online Continuing Education courses are provided online to view or print at your convenience.
We also offer Traditional Continuing Education training classes for FPA Chapter meetings and a variety of exceptional financial companies. The Institute will enable you to upgrade or acquire new financial planning skills. These skills will allow you to diversify your practice and may insulate you from a one-dimensional practice.