CURRENT DEVELOPMENTS

The Current Developments in Personal Financial Planning is a series of continuing education courses with 6 hours of continuing education credits for each offering. You would complete a course by reading certain chapters of a quarterly update to The Manual and passing a multiple-choice exam.

If you have a current license for the Personal Financial Planner's Manual, you can complete one of the continuing education courses complementary by clicking on the appropriate link below.  

Version 111

Version 110

Version 109

Version 108

“I continue to take your excellent CE credits instead of taking “easier” classes to fulfill my requirements.  My knowledge would not be increased, and I would not stay up-to-date with the changing legislation and rules the way I do with your updates.”

Kath Frazer, CPA, CMA, CFP®, FCUIC