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Continuing Education

Forefield CE is an online continuing education service where advisors can earn the credits necessary to satisfy their CE requirements for many popular accreditations. Our E service features tests in 10 topic areas. Forefield's online interface tracks the date that an advisor successfully completes a test and automatically notifies the CFP Board of Standards, assuring the advisor's credits will be included in the Continuing Education Reporting Form. Credits for the CFP®, ChFC®, CLF®, CLU®, RHU®, and REBC® are immediately sent to the advisor's e-mail address of record. Forefield CE tests have direct links from test questions to the source materials, making it easier than ever to study for and achieve CE requirements.

With Forefield CE, enterprises now have an easy way not only to support CE, but also to reinforce the overall training and education objective by leveraging research materials in Forefield Advisor . Since Forefield CE links to the research materials in Forefield Advisor, enterprises are able to include CE as part of an overall training, marketing, and sales program,with each area mutually reinforcing every other part of the program.

  • Web-based
  • CFP®, ChFC®, CLF®, CLU®, RHU®, and REBC® accepted
  • 10 topic areas
  • New tests added each month
  • Passing results immediately transmitted
Samples

Test List

Test

Notification

Congratulations, Mr. Jones!

You have correctly answered 9 out of 10 on "Retirement Benefit Options" and therefore you have been awarded 2 credit(s) in the topic of Retirement Planning.

CFP certificants, if you have provided us with your CFP Number or last four numbers of your Social Security Number, your passing results will be electronically reported to the CFP Board of Standards. Credits reported electronically will be reflected on the CE reporting form that you receive from the CFP Board. Electronically reported credits are not subject to audits.

ChFC, CLF, CLU, RHU and REBC certificants, retain a copy of this email for submission to the American College.

Congratulations again!

Forefield Inc.
33 Boston Post Road West Suite 190
Marlboro, MA 01752
tel: 508-630-1100
fax: 508-630-1164






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