Maintain Your Credentials Without the Hassle

Broadridge makes it easy to earn the CE credits you need to stay competitive.

  • Meet CE requirements with on-demand tests
  • Secure your designation with CE credits for CFP®, ChFC®, CLF®, CLU®, RHU® and REBC®
  • Save time with automated submission of your results
Maintain Your Credentials Without the Hassle

Bring More Value to Relationships

Up-to-date designations signal to clients and prospects that you’re a reliable, knowledgeable advisor.

  • Demonstrate expertise with up to date credentials
  • Differentiate your practice with your qualifications
  • Enhance your professional reputation and credibility
  • Stay ahead of industry changes and best practices
Bring More Value to Relationships

Powered by Broadridge’s Financial Experts

Backed by 30 years of advisor marketing expertise, Broadridge helps advisors grow with confidence.

  • Learn from experts with deep financial experience built into every course
  • Go beyond CE with access to a full suite of advisor marketing tools 
Powered by Broadridge’s Financial Experts

Build credibility and strengthen client trust with Broadridge’s CE credits.

See it in action