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Earn free CE credits

Meet your annual CFP CE credit requirements for free through Vanguard and our partner, Quest CE.

Sign in to earn credits


Vanguard CE credit events on demand

Select and register for any of the following Vanguard events to view a replay and earn CE credits.

 

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Free CE courses through our partner, Quest CE

Continuing education (CE) credits are vital for certified financial professionals to maintain credentials and enhance expertise. Vanguard, in partnership with Quest CE, now offers a valuable opportunity for advisors to earn CE credits at no cost. This initiative supports your ongoing education and career development.

The courses are available in various formats, including interactive modules and videos, covering a wide range of topics related to investment and financial planning. This diverse curriculum allows you to select courses that best fit your career interests and developmental needs, ensuring you stay current with industry trends and regulations.

By engaging in these courses, you can deepen your knowledge and improve your service to clients, staying ahead in today’s dynamic financial market. Vanguard and Quest CE are committed to providing accessible, high-quality educational resources, reflecting their dedication to the advancement of financial advisors everywhere.

This partnership offers a practical and cost-effective way for financial advisors and planners to fulfill CFP CE requirements while advancing skills and professional growth.

Courses are available on a variety of investment and financial planning topics and development areas, like:

 

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Life / health

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Long-term care

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Ethics

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Annuities

 

Additionally, financial professionals should note that some of the courses we offer through Quest CE are approved for dual credit.

This means you can earn CE credits towards your CFP, CFFP, IMCA (CIMA), and PRP (CLU, ChFC) certifications without having to take duplicate courses and examinations. Eligibility varies by state and designation.

How to earn CE credits

A. View past Vanguard CE credit events on demand

Vanguard events on demand are updated regularly at the top of this page.

B. Launch our course catalog in partnership with Quest CE

Follow these steps to get started:

  1. Sign in/sign up for a free account with Vanguard.
  2. Select “Earn credits” to visit our partner site, Quest CE.
  3. Open the course catalog and select your state of licensure to view available courses.
  4. Add courses to your profile and complete when ready.
  5. Complete respective course exams to earn credit.

 

Disclosures

Note: When you use this feature, you'll leave advisors.vanguard.com and go to a third-party website. Vanguard accepts no responsibility for content on third-party sites or for the services provided. Also, please be aware that when you use services provided by a third-party site, you're subject to that site's terms of service and privacy rules, which you should review carefully. For information about using the continuing education site call us at 800-997-2798.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.