Earn free CFP CE credits

Complete Vanguard webinars or continuing education courses through our partner, Quest CE, to earn the CE credits you need, free and fast.

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Overview

How to earn CFP CE credits with Vanguard

Meeting your annual continuing education (CE) credit requirements has never been easier. Financial professionals can now earn CE credits for free by completing Vanguard webinars or courses from our catalog (hosted by our partner, Quest CE).  

Explore both options to maintain your professional credentials and support your career development.

Events on demand

Vanguard CFP CE credit events

Earn CE credits through on-demand Vanguard webinars featuring expert insights on investment strategies, behavioral coaching, and financial planning topics. Watch anytime at no cost.

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Free CE Courses

Free CFP CE courses through Quest CE

Our free CE courses are available in various formats, including interactive modules and videos, covering a wide range of topics related to investment and financial planning, like: life/health, long-term care, ethics, and annuities.

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.

Launch Quest CE

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FAQ

Get answers on CFP CE credits

Continuing education (CE) credits are vital for certified financial professionals to maintain credentials and enhance expertise. 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 our 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.

We partnered with Quest CE to build a catalog of CE credit courses. Take the following steps to launch Quest CE, complete courses, and earn credit:

Sign in or register for a Vanguard account
Launch Quest CE
Open the course catalog and select your state of licensure
Add courses to your profile and complete when ready
Complete course exams to earn credit

Launch Quest CE

Yes, many of the courses we offer through Quest CE are now approved for dual credit. By completing one course, you may earn credit toward multiple certifications at once, including:

CFP®
CFFP®
IMCA (CIMA®)
PRP (CLU®, ChFC®)

Avoid duplicate work by completing these select courses and examinations. Eligibility varies by state and designation.

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.