myStockOptions.com Learning Center
Welcome to our Learning Center, which has courses of study and exams offering continuing education (CE) credits for:
- Certified Equity Professionals (CEPs)
- Certified Financial Planners (CFPs)
- Certified Private Wealth Advisors (CPWAs) and Certified Investment Management Analysts (CIMAs) under the Investments & Wealth Institute
These are online self-study courses that you can take at your convenience.
Our Programs Offer
- 35 CE credits for CEPs (over 100% of the total requirement)
- 21 CE credits for CFPs (70% of the total requirement)
- 21 CE credits for CPWAs and CIMAs (52.5% of the total requirement)
- For information on CE for CPAs and CFAs, see the related sections below
Self-Study Courses And Exams
Each course features articles, FAQs, podcasts, and videos from myStockOptions. 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. (myStockOptions.com 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.
More CE At myNQDC.com
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 myNQDC.com. myNQDC.com is a separate website on nonqualified deferred compensation.
myStockOptions Webinars For CFP, CEP, CPWA, CIMA Credits
More CE credits from myStockOptions are available at the myStockOptions webinar channel. Register for upcoming webinars or purchase past webinars on demand in streaming format. On-demand webinars include:
Restricted Stock & RSU Financial Planning: Advanced Bootcamp (100 mins). This lively webinar features insights from a panel of three leading financial advisors, including case studies, to provide practical info, guidance, and expertise for restricted stock/RSUs in both public and private companies. 2.0 CE credits for CFP, CPWA, CIMA, and CEP.
"Strong technical knowledge, great personalities kept me engaged, and the ability to relate to client cases gave me actionable advice I needed."
Stock Option Exercise Strategies: Advanced Bootcamp (100 mins). Stock options can offer great leverage, but it must be wielded wisely. It is crucial to have a strategic plan for stock option exercises. This webinar features compelling insights from a panel of three experts in option exercise strategies. 2.0 CE credits for CFP, CPWA, CIMA, and CEP.
Stock Compensation Bootcamp For Financial Advisors (100 mins). Whether you are new to stock comp or want to sharpen your knowledge, our bootcamp webinar provides practical information and insights to maximize success. 2.0 CE credits for CFP, CPWA, CIMA, and CEP.
Strategies For Concentrated Positions In Company Stock (100 mins). Wealth is won and lost through the management of concentrated company stock positions. In this webinar, experts at managing concentrated stock wealth explain the wide range of strategies and solutions available for preventing losses and meeting goals. 2.0 CE credits for CFP, CPWA, CIMA, and CEP.