cfp continuing education

ATTENTION

Due to recent changes made by the CFP Board regarding continuing education course requirements, Wall Street Instructors is no longer able to offer credits for CFP Standards of Professional Conduct (the "CFP Ethics" course).   If you have paid for this course and the credits were not accepted by the CFP Board, we will refund your enrollment. 

 Credits earned in other Wall Street Instructors' continuing education courses for related licenses (such as insurance) may be submitted by CFP designees for CE credit with the CFP Board. 

 In the past, Wall Street Instructors filed CE credits directly with the CFP Board.  In light of recent changes made by the CFP Board to its fee structure and other requirements, it is no longer cost effective for Wall Street Instructors to offer this service to our clients.  We will continue to provide our clients who are CFP designees with all of the documentation and information necessary to self-report those credits. 

We apologize for any inconvenience these changes may cause.  Wall Street Instructors values your past business and we look forward to serving you in the future.  

 

Sincerely, 

Bob Oelke

Wall Street Instructors

 If you have any questions regarding CFP credits or courses you have enrolled in with Wall Street Instructors, please contact us at 954-764-0254 or email Scot at scot@wallstreetinstructors.com 

 

 

 
 

Copyright Notice: “Copyright © 2008 Certified Financial Planner Board of Standards, Inc. All rights reserved. Reproduced with permission.”

Disclaimer: “CFP Board’s Code of Ethics and Professional Responsibility, Financial Planning Practice Standards, Anonymous Case History and Advisory Opinions are the property of CFP Board and may not be resold, republished or copied without the prior consent of CFP Board.”

 

 

 

 

Copyright © 2000-2011
Wall Street Instructors, Inc. 
All rights reserved.
Web site design by: One to One, LLP

Terms of Use

Phone: (954) 764-0254
Toll Free: (888) 222-0750
Fax: (954) 523-2324