Financial Planning Education Center

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Financial Planning 2010

Syllabus-Finl&InsPlanning

Chapters 1-5 Text

Slides for Finl Planning

Handouts - Finl Planning

FP True False Quizzes

FP Multi Choice Quizzes

Final Exam

Answer Sheets

Finl Planning Case Study

2009 Live Review Schedule

CFP® Review Class

2009 Registration Form

Preview Class Material

CFP® Board Website

NCSU CFP® Program

FAQ

2009 Tax Update Form

Keir Publications

Mary Cardello, CFP®

CPE Credits

Contact Us

Continuing Education Credits

You can recieve Continuing Education credit for any of the five modules for your CPA license in North Carolina and also with the NC Department of Insurance. To recieve credit in other states, you must check with that states' Board of Accountancy or Department of Insurance.


For NC CPA CPE
NC State is a registered sponsor with the North Carolina Board of Accountancy which means you can obtain CPE credit through the CFP classes you take. North Carolina uses a self report system for CPE credit for CPA's. This means that you must submit your own hours (we cannot do it for you). See the form at the bottom of the page for more details and directions. You will need to provide a Certificate of Attendance which we can provide upon request. Every 50 minutes of course time counts as 1 credit.

For NC Department of Insurance Credit
We must report your hours to the NC Department of Insurance. If you would like credit for one of the classes, you must provide the following information within 10 days of the last day of class:
1. Your Full Name
2. Last four digits of your social security number
3. Payment of $72.
You will recieve 36 credits for each module.


NC CPE Report Form

For out of state continuing education requirements, you must check with that state's board of accountancy as each state has different requirements.

Here is a link to each state's Board of Accountancy. If you need help finding one in particular, please email us and we will inquire for you.
http://www.cpe-tracker.com/financial/reqstate.htm


Certified Financial Planner Board of Standards, Inc. owns the mark CFP®, Certified Financial Planner™ and CFP (with flame logo) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.



Site last updated March 3, 2009