Learning Center

Welcome to our Learning Center, which has courses of study and exams offering continuing-education credits for Certified Equity Professionals (CEPs) and Certified Financial Planners (CFPs). Additionally, we now offer credits for Certified Private Wealth Advisors (CPWAs) and Certified Investment Management Analysts (CIMAs) under the Investment Management Consultants Association (IMCA). These are online self-study courses that you can take at your convenience. Our programs offer:

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. For information about the scope and requirements of a particular program for continuing professional education, please contact the relevant professional association.

"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

For additional courses offering CFP continuing education credits, see the Learning Center at, our separate site on nonqualified deferred compensation.