Self-Study CPE Courses for Financial and Tax Professionals

Conserving Portfolios During Retirement Exam Materials Only [ Print This Page ] CPE Credit: CFP®: 10 Licenses: Certified Financial Planner® If you already own the book Conserving Client Portfolios During Retirement by William P. Bengen,  you can purchase and take the exam and earn CFP® continuing education credit.  If you do not own the book, you will need to purchase the full course (book and exam), as the exam is based on the book. To purchase the full course - scroll down for the link-icon showing the cover of the book.  Includes exam, online or fax grading, CFP® credit reporting, and certificate of completion. CFP® and NAPFA subject areas: Retirement Planning.  Note: For a full course description or if you want to purchase the complete course (book and exam), click on the course-image at the bottom of the page. How to Order Order online or by phone (800-588-7039) To order online: 1. Optional) Log-in or Open an Account. 2. Select how you would like to receive the exam (printed exam sent in the mail or a PDF file of the exam downloaded to your computer. 3. Enter quantity below. 4. Click "Add to Cart"  continue shopping or proceed to secure checkout.  Don't forget: Get 18% off when you order 3 or more courses. Discounts and shipping/handling, if applicable, are added during checkout, just before payment. Download Price:  $79.00 Print Price:  $79.00 Quantity  Purchase Option:  PDF/Download Print Version (U.S. addresses only)