Welcome and thank you for your interest in receiving continuing education (CE) credit for "Succeed With Senior Clients".

The cost of the exam is:

  • $35.00
  • State Insurance certificate and filing fees included.
  • $10.00 per certificate for CFP® and IMCA.

Below you will see the CE credits that are available per state.
Most states, CFP and IMCA will take a 50 question exam (see legend below).

Alabama 10 Georgia 5 Maryland 10 New Jersey 10 South Carolina 10
Alaska 5 Hawaii 10 Massachusetts 10 New Mexico 10 South Dakota 10
Arizona 10 Idaho 10 Michigan 10 New York 13 Tennessee 10
Arkansas 10 Illinois 8 Minnesota 9 North Carolina 10 Texas 11
California 10 Indiana 10 Mississippi N/A North Dakota 10 Utah 10
Colorado 10 Iowa 10 Missouri 10 Ohio 5 Vermont 10
Connecticut 10 Kansas 10 Montana 10 Oklahoma 10 Virginia 10
Delaware 11 Kentucky 10 Nebraska 7 Oregon 11 Washington 7/3
DC 10 Louisiana 9 Nevada 9 Pennsylvania 10 West Virginia 10
Florida * 11 Maine 8 New Hampshire N/A Rhode Island 10 Wisconsin 10
Wyoming 11
CFP 5 IMCA (CIMA,CPWA,CIMC) 5

Legend
* = 66 question exam
/ = General Credit/Ethics Credit
N/A = Not Available

To continue select your resident state below:

Washington Oregon California Alaska Nevada Idaho Utah Arizona Montana Wyoming Colorado New Mexico North Dakota South Dakota Nebraska Kansas Oklahoma Texas Hawaii Minnesota Iowa Missouri Arkansas Louisiana Wisconsin Illinois Michigan Indiana Ohio Kentucky Tennessee Alabama Maine Vermont New York Pennsylvania West Virginia Virginia North Carolina South Carolina Georgia Florida Massachusetts Rhode Island Connecticut New Jersey Delaware Maryland District of Columbia

 

Need CFP® or IMCA CE Credit Only?
Select which designation you would like credit for below:

CFP IMCA