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Home > Certified Financial Planning

Certified Financial Planner CE Credit Reporting Form

If you have taken any of the Bisk CPEasy courses listed below, you are eligible to receive continuing education (CE) credit from the CFP® Board. To request credit, fill out all fields above the course list, then click the box next to the corresponding course title(s) and enter the date of completion. Once all required information has been entered, click the “Submit” button. Your CE credits will then be processed and electronically filed with the CFP® Board.


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CFP® License Number *:
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CFP® Board-Approved CE Courses Credit Hours Date Completed
CPA's Guide to Life Insurance 8
Current Ethical Issues for Tax and Estate Planning Practitioners 2
Eldercare: Surviving Retirement and the Costs of Aging 8
Executive Compensation 6
Federal Estate & Gift Taxation 16
Form 1040: A Practical Guide 16
Form 1065: A Practical Guide 12
Form 1120: A Practical Guide 14
Form 1120S: A Practical Guide 14
Form 990: A Practical Guide 8
Form 990-PF: A Practical Guide 6
Introduction to Partnerships and LLCs 6
Mastering IRC 401(k) Plans 4
Overview of Federal Income Taxation 8
Practical Asset Protection Strategies for Older Clients and Their Families 8
Qualified Domestic Production Deduction: A Practical Guide 8
Recent Developments in the Taxation of Individuals 5
Recent Developments in the Taxation of Individuals & Partnerships 5
Tax Considerations for Not-for-Profit Organizations 7
Tax Incentives for Paying and/or Saving For College 8
Tax Law Changes 2009: American Recovery and Reinvestment 8
Tax Law Changes 2010: Tax Relief, Unemployment Insurance Reauthorization, and Job Creation 8
Understanding Pension & Profit Sharing Plans 6
Bisk Financial Planning Report
Please identify the month and year of issue
1 per issue
Bisk Tax Report
Please identify the month and year of issue
1 per issue
Network Tax Report
Please identify the month and year of issue
2 per issue

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