For Financial Planners and Coaches

Continuing Education Courses for Financial Planners

Earn complimentary CE credits for the CFP Professional Education requirement. Our courses are currently being offered at no cost for financial planners, coaches, and allied professionals.

Free

Ethics CE: CFP Board’s Revised Code and Standards

This program fulfills the requirement for CFP Board approved Ethics CE. It has been designed to educate CFP® professionals on CFP Board’s new Code of Ethics and Standards of Conduct effective October 1, 2019.

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Free

How to Incorporate Authentic Financial Wellness Into the Planning Process

Measuring the financial health and well-being is a foundational step in the financial life planning process. Learn what "authentic financial wellness" is and how to integrate this concept into your practice.

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Free

Coronavirus Aid, Relief and Economic Security (CARES) Act Summary: Reviewing the Effects on Individuals and Families

Learn about the basics of the CARES Act and how it will affect the financial planning for individuals and families.

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Free

Understanding the 2019 SECURE ACT

This course includes a general overview of the SECURE ACT of 2019. It also includes an update for recent changes based on the CARES ACT.

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New Course Content Coming Soon

The LIVE PLAN THRIVE Project is excited to add the following courses in 2021.

  • Empathy and Financial Coaching
  • Couples and Money
  • Psychology of Investing: Bridging the Behavior Gap
  • Best Next Steps for Financial Life Planners

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