Welcome to Keeping Current
Many CFP® certificants have commented they have a hard time "Keeping Current"
with all the annual changes each year.
For those who have attended our Comprehensive Live Review classes we are sure you
remember the prestudy materials sent to you prior to class. The Keeping Current
manual is a reduced version of the up-to-date prestudy.
For who have not attended our Comprehensive Live Review classes, we use self-study
prestudy materials to prepare students prior to attending our classes. The prestudy
consist of the review of the educational modules required to sit for the CFP®
Certification Examination.
The "Keeping Current" manual is only available in printed hard copy. The manual
is updated yearly with the most current facts and figures for current year. Unfortunately,
because of the tax law and other changes, the manual is only good for one year.
Continuing Education Credits
The Certified Financial Planner Board of Standards, Inc. has accepted
the "Keeping Current" manual for continuing education CE hours. Program ID # FP-
OL1 10 CE hours
Individual State Insurance
We are currently working with several states for state insurance
credits as the approvals are pending.
Once you have refreshed yourself by reviewing the manual, you may purchase an exam
for the CE credits. We estimate that the exam will take you approximately 40 hours.
The manual text include examples and practice questions. To obtain the 10 CE credits
(CFP Board) you will have to take a 100 question test. The exam will take approximately
four hours to complete, and it will require a score of 70% or better to pass. If
one fails, they may retest with a new exam (another set of randomly selected questions).
All test questions come from our proven block of questions.
This is an opportunity to stay abreast of number changes, and begin to fulfill your
CE obligations.