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Use Cases
Meeting Preparation
Hand written notes
Automatic Task Creation
Automatic Workflow Triggers
Find all of your meeting notes
Annual Summary
Prospects
Planning Notes
FAQ
Pricing
Blog
Use Cases
Meeting Preparation
Hand written notes
Automatic Task Creation
Automatic Workflow Triggers
Find all of your meeting notes
Annual Summary
Prospects
Planning Notes
FAQ
Pricing
Blog
Login
Schedule a Demo
Free CE Resources
There are plenty of financial firms that provide you with free CE. We will add new ones as we find them here.
Bookmark this page.
Updated: March 2020
As of now, they offer various short CE courses that you can apply towards: AIF/AIFA/PPC, CFA, CFP, CFFP/CRPC/CRPS/RP, CIMA/CPWA, CLU/ChFC, CRC
You do have to be a financial professional and sign-up for free.
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If you are subscribing to financial-planning.com, you can read their articles and take a quiz to earn CFP CE credits.
Make sure to grab a screen-shot of your quiz results.
GO TO FINANCIAL PLANNING SITE
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