About the Certified Financial Planner Board of Standards, Inc. (CFP Board)


The mission of Certified Financial Planner Board of Standards, Inc. (CFP Board) is to benefit the public by granting the CFP® certification and upholding it as the recognized standard of excellence for personal financial planning. The Board of Directors, in furthering CFP Board's mission, acts on behalf of the public, CFP® certificants and other stakeholders.

CFP® certificants are required to complete 30 hours of CE each reporting period:

Please visit www.cfp.net for more information on CFP Board.

What This Means to You?

What this means is confidence. As a provider of sponsored programs, we are committed to the highest standards of quality in financial learning.

For more information regarding administrative policies such as complaints and refunds, please contact our offices at information@kesdee.com.

The following KESDEE, Inc. online courses have been approved for continuing education credit by the CFP. Approved courses and credit allocations are indicated below. CFP's CE credit approval does not indicate an endorsement of any kind.

SI.No.
Courses
No. of
CE credits
1.
Introduction to Financial Planning (Financial Planning Course Library)
1
2.
Analyzing the Resources of the Person (Financial Planning Course Library)
1
3.
Basic Concepts in Financial Planning (Financial Planning Course Library)
1
4.
Financial Products for Savers (Financial Planning Course Library)
1
5.
Financial Products for Investors (Financial Planning Course Library)
1
6.
The Psychographics and Life Cycle of the Investor (Financial Planning Course Library)
1
7.
Goals and Investment Objectives (Financial Planning Course Library)
1
8.
Tax Planning (Financial Planning Course Library)
1
9.
Model Portfolio (Financial Planning Course Library)
1
10.
Mutual Funds - The Concept (Mutual Funds Course Library)
1
11.
Structure and Constituents of Mutual Funds (Mutual Funds Course Library)
1
12.
Various Types of Mutual Fund Products (Mutual Funds Course Library)
1
13.
Management of Bond Fund Portfolio (Mutual Funds Course Library)
1
14.
Management of Equity Fund Portfolio (Mutual Funds Course Library)
1
15.
Accounting and Valuation (Mutual Funds Course Library)
1
16.
Evaluation of Performance of Mutual Funds (Mutual Funds Course Library)
1
17.
Prospectus and Annual Report of a Mutual Fund (Mutual Funds Course Library)
1
18.
Regulations of Mutual Funds Industry (Mutual Funds Course Library)
1
19.
Trends in Mutual Funds Industry (Mutual Funds Course Library)
1

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