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CFP continuing education enrollment form

ATTENTION FLORIDA INSURANCE CONTINUING EDUCATION ENROLLEES:
Please use this form to enroll in the ethics course, CFP Standards of Professional Conduct.
If you wish to have any other course completion count towards Florida Insurance CE and CFP, please click here to go to the Florida Insurance CE Enrollment form.
The credit amounts listed below will count towards CFP CE. The credit amounts listed on the Insurance enrollment form will count towards Florida CE. Please call with questions. 954-764-0254.

Here's how to order Wall Street Instructors' Self Study Courses

 
1. Please select which course you wish to enroll in.
  Check the box next to the course(s(s) you wish to enroll in. You will have a chance to preview your order summary before it is processed.  You may select more than one course.  If you wish to enroll more than one agent, please enter each agent's selections separately.
Course - Please Select One   Price
CFP Standards of Professional Conduct (Online Course)  2 credits $ 39.00
Annuities (Online Course)                                       20 credits $ 120.00
Senior Suitability  (Online Course)                             9 credits $ 54.00
Individual Retirement Accounts (Online Course)          10 credits $ 60.00
Lifetime Settlements   (Online Course)                      9 credits $ 54.00
Retirement Plans for Small Businesses (Online Course)  28 credits $ 168.00
Long Term Care Partnerships (Online Course)              10 credits $ 60.00

2.  Please complete the following information.
We respect your privacy. All information will be strictly confidential and used only for its intended purpose. We do not sell, rent, or exchange customer information for telemarketing or other purposes.
  

Agent Information
This information is required for electronic filing of your credits with the CFP Board of Standards.

First Name:    Middle:    Last:
CFP License #:
Social Security Number:
Date of Birth:
If you are a Life Insurance Agent, please indicate your home state:    (not required)
Life License Number  (not required)
 
2. What is your mailing address ?
  Any necessary forms and certificates of completion will be mailed to the following address:

These course(s) are available on the Internet only.
No course materials will be shipped to you.
 
Firm Name
Address
City State
Country Zip Code
 
Phone
(including area code)		 Fax
(including area code)
Email
AOL Users: please remember to add "@aol.com" to your screen name.

 
Billing Information
 
3. Bill my account for these purchases.
 
Card/Account Number   /
Expiration Date
Card/Account Holder Name  

Did you enter your expiration date?
 
4. Special instructions.
  Please enter any special instructions or other information about your order.
 
 
 
 
5. Proceed to the next screen to Verify your Selections.
  When you click the "Verify Selections" button your chosen items will be listed. Nothing is processed or billed until you preview your invoice. The buttons on this page do not process any billing..

Please note: “While the materials for the course(s) (Code of Ethics and/or Practice Standards) have been approved by the CFP Board as meeting the established standards for continuing education, the CFP Board does not review the method or means of presentation and, therefore, makes no representation concerning the delivery of this information to the CFP® certificant.”
 
     

 
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Phone: (954) 764-0254
Toll Free: (888) 222-0750
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