CFP CE: Renewal Combo for the CFP Professional

This complete 135-hour package includes 3 DRE-approved courses — everything you need to qualify for the California real estate salesperson examination.

Courses Included

• CFP CE: Business Continuation Insurance (45 hours)
• CFP CE: Insurance Law in the U.S., 2nd Ed. (45 hours)
• CFP CE: Ethics and Standards Online Only (45 hours)

Package Features

• 135 Total Credit Hours — Meets DRE salesperson requirements
• 3 Complete Courses — Each with chapters, quizzes, and final exam
• 100% Online — Study from anywhere with 24/7 access
• Self-Paced — No deadlines (minimum 18 days per course)
• Instant Certificates — Download after passing each course
• DRE Sponsor #1035 — Trusted since 1974

CFP CE: Insurance Law in the U.S., 2nd Ed.

This your state Department of Insurance approved continuing education course provides in-depth coverage of Insurance Laws in the US. Complete this course to earn CE credit hours toward your license renewal while gaining practical knowledge you can apply in your daily practice.

Course Topics

• Federal Regulation — McCarran-Ferguson Act, federal insurance oversight, and regulatory framework.
• State Regulation — State insurance departments, licensing, and market conduct.
• Policy Forms and Rates — Rate regulation, form approval, and compliance requirements.
• Market Conduct — Unfair practices, consumer protection, and enforcement actions.
• Solvency Regulation — Capital requirements, guaranty associations, and insurer rehabilitation.
• Current Regulatory Issues — Emerging regulatory trends and industry developments.

What You’ll Learn

After completing this course, you will be able to:

• Understand the regulatory framework for insurance
• Explain state vs federal regulatory roles
• Apply market conduct requirements
• Navigate licensing and compliance requirements
• Stay current with regulatory developments

Course Details

• Approval: your state Department of Insurance
• Format: 100% online, self-paced
• Access: 24/7 from any device
• Final Exam: Required for completion
• Certificate: Available immediately upon passing
• Reporting: Completions reported electronically to the state

Who Should Take This Course

This course is designed for your state licensed insurance producers who need continuing education credit for license renewal. The content applies to life, accident, health, and property/casualty producers depending on the specific course topic.

CFP CE: Ethics and Standards Online Only

This course is approved for Certified Financial Planner (CFP) continuing education credit. Enhance your professional knowledge while meeting your CE requirements.

Course Features

• CFP Board Approved — Counts toward CE requirements
• Credit Hours: As shown
• Format: 100% online, self-paced
• Certificate: Available upon completion

Who Should Take This Course

This course is designed for CFP professionals who need continuing education credits to maintain their certification.

CFP CE: Business Continuation Insurance

This your state Department of Insurance approved continuing education course provides in-depth coverage of Business Continuation Insurance. Complete this course to earn CE credit hours toward your license renewal while gaining practical knowledge you can apply in your daily practice.

Course Topics

• Buy-Sell Agreements — Purpose, types, and funding of buy-sell agreements.
• Corporations — Corporate buy-sell arrangements, stock redemption, and cross-purchase.
• Partnerships — Partnership continuation, entity purchase, and liquidation provisions.
• Sole Proprietorships — Business succession for sole owners and key person considerations.
• General Considerations — Valuation methods, funding mechanisms, and tax implications.
• Contents of the Agreement — Essential provisions, triggering events, and pricing formulas.
• Selecting the Type of Agreement — Entity vs cross-purchase, hybrid arrangements, and considerations.

What You’ll Learn

After completing this course, you will be able to:

• Analyze business continuation needs
• Structure buy-sell agreements appropriately
• Determine proper funding mechanisms
• Understand tax implications of business insurance
• Advise business clients on succession planning

Course Details

• Approval: your state Department of Insurance
• Format: 100% online, self-paced
• Access: 24/7 from any device
• Final Exam: Required for completion
• Certificate: Available immediately upon passing
• Reporting: Completions reported electronically to the state

Who Should Take This Course

This course is designed for your state licensed insurance producers who need continuing education credit for license renewal. The content applies to life, accident, health, and property/casualty producers depending on the specific course topic.