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401k Specialist Magazine to Offer CE Credit for CFP® Professionals


DENVER, CO, August 23, 2016 -- 401k Specialist, the only magazine and website dedicated exclusively to helping financial advisors ensure a secure retirement for hardworking Americans through the 401k, announced that it now offers continuing education credit for holders of the CERTIFIED FINANCIAL PLANNER™ certification.

As a continuing education provider for the Certified Financial Planner Board of Standards, the governing body of the CFP certificate, 401k Specialist provides content and testing for CE credit for CFP® professionals. In order to meet CFP Board's CE requirement, CFP® professionals must complete 30 hours of CE every two years, of which two hours must be focused on Ethics CE. In keeping with the CFP Board's directives, 401k Specialist makes content for 401k education and testing available on the following topics:

  • General Principles of Financial Planning
  • Insurance Planning
  • Investment Planning
  • Income Tax Planning
  • Retirement Planning
  • Estate Planning
  • Interpersonal Communication
  • Professional Conduct and Fiduciary Responsibility

"401k Specialist is dedicated to ensuring the high standards of the CFP certification, and the 401k industry, are maintained," said Laura Fallbach, Publisher of 401k Specialist. "This partnership will deliver actionable content that will enhance the 401k advisor's knowledge and expertise, while fulfilling the requirements of the CFP board."

With topical information and industry-leading contributors such as John Bogle, Blaine Aikin, Ted Benna, Bill Chetney, Richard Thaler, and more, 401k Specialist is the definitive news source for retirement plan advisors and financial planners, regardless of age, experience or asset size.

"401k Specialist is something new and different, and delivers information in an entertaining, yet academic, format that keeps readers engaged," added Bill Chetney, CEO and founder of Global Retirement Partners and 401k Specialist contributor. "This partnership will bring even more added-value for the 401k advisor."

About CFP Board

CFP Board is a non-profit organization acting in the public interest by fostering professional standards in personal financial planning through its setting and enforcement of the education, examination, experience, ethics and other requirements for CFP® certification.


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