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Certified Financial Planner (CFP) • Certified Investment Management Analyst (CIMA) • Certified Private Wealth Advisor (CPWA) • Certified Health Savings Advisor (CHSA)
The Retirement Resource Guide: Essential ERISA Education and Best Practices for Financial Professionals is “the Guide” that every financial professional wants as part of his or her resource library. The Guide is the winner of numerous awards for publication excellence, and serves as the text for a self-study CE course that can deliver multiple CE credits depending on your needs.
1. Select & Purchase Your Course
Select one of the courses below and click ‘Deliver Credits’. As you complete the checkout process, you will be asked to create an account login using your email address and a password. You will use the login to access your CEC account and the Student Portal when you are ready to take the exam to receive your credits.
2. Read the Book
The Retirement Resource Guide: Essential ERISA Education and Best Practices for Financial Advisors
“The Award-Winning Retirement Industry bible!”
Once your order is processed, CEC will mail you a hard copy of the Retirement Resource Guide. If you want to start studying immediately, you can download a PDF version of the book today.
3. Take the Exam
When you feel you are ready to take the exam to obtain CE credits, log in to the CEC website and access the Student Portal, where you will be prompted to complete the exam. You must receive 70% or higher on the exam to receive CE credits. You must complete the exam within one sitting. If you log out of the exam before you finish all questions, your answers will be lost, and you must start over with a new exam. Upon successfully completing the exam, CEC will automatically forward your results to the appropriate credentialing board for credit and send you a certificate as proof of course completion.