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 complimentary by clicking on the appropriate link below.

Version 115 on Estate Planning and Retirement Planning

Answers must be submitted by December 31, 2024.

Click Here to Access Course 115

Version 116 on Income Tax Compliance and Planning, and Estate Planning

Answers must be submitted by March 31, 2025.

Click Here to Access Course 116

Version 117 on Capital Gains and the Inclusion Rate

Click Here to access Course 117

Answers must be submitted by June 30, 2025.

“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