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Notice to EAs, RTRPs and all IRS registered tax preparers

+ Effective immediately, any IRS publication-based courses can no longer be taken for CPE credit. This change is a result of tightened IRS course standards for CPE providers.

+ Current valid FunCPE courses for EAs and tax preparers:

  • All book-based tax courses
  • Video course | 2 CPE hours | $14: Travel and Entertainment with Bob (#201913)
  • Video course | 2 CPE hours | $14: Moving and Selling Your Home with Jim & Judy (#202013)
  • Tax Update | 3 CPE hours | $15 (#201813) and
  • Ethics | 2 CPE hours | $14 for all Tax Preparers (#PWX9014).

Any course you have previously registered for is still valid, and you have one year from date of registration to complete the course.

We have several replacement courses "in the works" and expect to put these online soon.

Chartered Financial Consultant (ChFC)

FunCPE courses are acceptable for ChFC® CPE credit

Because this is a national designation, Chartered Financial Consultants in every state can receive credit for our courses.

CPE Requirements for ChFCs

The ChFC® certification was developed by The American College.

Continuing education requirements are specified in the Pace Recertification Renewal Guidelines which contains the Professional Achievement in Continuing Education (PACE) guidelines applicable to a Chartered Financial Consultant.

CE requirements

  • Earn 30 CPE credit hours per 2 year cycle and
  • Select CPE courses which cover acceptable subject matter.

Maintain proof of course completion

Verification of course completion can consist of grade reports, attendance certificates, transcripts or written confirmation of attendance from the sponsoring organization.

Written confirmation should include:
  • Your name
  • CE Topics addressd
  • Date
  • Length of CE program and
  • Signature of a sponsor representative
When you pass the final exam of a course, you automatically receive a CPE certificate of completion by email from FunCPE.
  • You can also view and reprint your certificates at any time by logging into the course system.
  • All FunCPE certificates include the required information
  • Click to view sample certicate:
CPE certificate of completion

Acceptable subject matter for CE credits:

  • Accounting
  • Accumulation Planning
  • Actuarial Science
  • Annuities
  • Business Ethics
  • Business Law
  • Business Planning
  • Charitable Giving
  • Client Planning
  • Disability Income
  • Employee Benefit Planning
  • Estate Planning
  • Financial Institutions
  • Financial Planning
  • Group Insurance
  • Health Insurance
  • Insurance Company Operations
  • Insurance Economics
  • Investments
  • Life Insurance
  • Long-Term Care
  • Medical Expense Insurance
  • Pensions
  • Property and Liability Insurance
  • Regulation
  • Retirement Planning
  • Risk Management
  • Senior Planning
  • Taxation
  • Underwriting

Accordingly, all FunCPE courses except Management Courses and Government Auditing qualify for CPE credit for ChFC licenses.

    CPE earned for other professional designations is acceptable for ChFC CE

    In accordance with The American College, a Chartered Financial Consultant® must meet continuing education requirements similar to those for:

    • CPAs,
    • CFPs,
    • CLEs and
    • Securities Professionals.

    Any CE earned for these professional designations can be applied towards your PACE requirement as a ChFC.

     

    Five reasons to try FunCPE:
    1. Many courses use free downloadable materials
    2. You can also order most of the study materials for home delivery with no shipping charges
    3. No hidden additional sales tax or shipping cost
    4. All FunCPE exams are available online 24/7 to help you meet your CPE requirements on time
    5. You can take our free course to see first hand how easy it is to take one of our courses
     

    We welcome Chartered Financial Consultants to our site and would like to serve your needs better. Please contact us with any suggestions for new course topics for Chartered Financial Consultants CPE specifically.

    You may also want to sign up for our newsletter for email notification of new courses as they are added.

    Free Continuing Professional Education course

    Our free course doesn't have any strings attachedHave you taken our free one hour tax course yet? This gives you a chance to try our easy course system--and get free continuing education credit in the process.

    Our free course is updated annually, so you can retake it each year.  This course has been updated to the 2013-14 tax years.