Learning Center

Welcome to our Learning Center, which has courses of study and exams offering continuing education (CE) credits for:

These are online self-study courses that you can take at your convenience.

Our Programs Offer

Self-Study Courses And Exams

Each course features podcasts, articles, FAQs, and videos from They are woven into a dynamic, interactive learning tool that teaches the topics in a memorable way. The answer key for each exam also links to relevant content on the site for further reading and learning.

To read a course of study and/or take an exam for continuing-education credit, please click on a link below.

"Thank you for providing the exams for continuing education credit. They are very helpful when we can't attend continuing education seminars/meetings."
Ginny Bicking, CEP

CPE For Certified Public Accountants (CPAs)

Many states have a process for CPAs to self-determine whether a program qualifies as acceptable continuing education. For example, Massachusetts, which does not have a registration requirement for CPE programs, allows CPAs to self-determine and self-report their continuing education activities. CPAs are encouraged to take our courses and exams and determine whether they comply with their states' rules for CPE credits. ( is not registered with NASBA or any state boards of accountancy.)

CE For CFA Charterholders

Chartered Financial Analysts (CFAs) are encouraged to take our courses and exams and include them when they self-document their continuing professional development in the online CE tracker on the CFA Institute website.


For additional courses offering 6 CFP continuing education credits, along with 6 Professional Achievement in Continuing Education (PACE) credit hours for CLU® and ChFC® certifications, and up to 12 CPE hours for credentialed ASPPA members, see the Learning Center at is our separate website on nonqualified deferred compensation.

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