Free CPE Courses

H.D. Vest is pleased to announce that the following two courses are now available for CPE credit at no cost to you: IRAs and Small-Business Retirement Plans. Each course has multiple parts. In order to receive CPE credit, please follow these steps:

1. Choose the course you would like to take below and follow the instructions.
2. Please note that you will need to complete all parts of the course and pass the exam in order to receive CPE credit.
3. We recommend that you complete each course in its entirety, including the test, rather than taking parts of a course at different times. Please allow approximately two hours to complete the IRA course and two hours to complete the Small-Business Retirement Plans course.
4. You will be prompted to input a minimal amount of personal information so we can send you the CPE certificate. By submitting this information, you are consenting to receive an informational e-mail to determine if there is an interest in affiliation with H.D. Vest.
5. After taking all parts of the course, you will be required to take a short test and pass with a score of at least 70% to receive a certificate of completion.
6. After submitting your test, you will receive your score.
7. Those who qualify will receive two CPE credits that can be applied toward the requirements of your CPA, CFP^®, CLU or ChFC designations. Also, you will receive one CPE credit that can be applied to an EA designation. Within one week, you will receive your certificate via e-mail.
8. After completing one of the courses below, you can come back to the main web page and begin the second course if you choose.

PLEASE NOTE: these courses require the free Adobe® Flash Player.