Welcome to the WM CE site for holders of the CFP Designation
Please read the following instructions carefully.
1. This site is for holders of the CFP designation only. Others are welcome to take the exams, but Wealth Manager magazine does not report results to any other organization and does not make any claims about the suitability of these exams for the holders of any other license or designation.
2. Wealth Manager makes available one year of CE exams at a time; a new exam is available in each issue. Exams older than one year are not available.
3. Exams posted here have been accepted by the CFP Board, and we report results to the Board twice a month. We are listed with the CFP Board as an approved provider under the name of our parent company, Highline Media.
4. This online system is the only acceptable method for taking CE exams offered by Wealth Manager. We do not accept faxed, emailed, or mailed exams.
5. After taking the exam, you will get instant notification of whether you passed or failed. This is your only notification. We do not provide any other receipt or certificate.
6. If you have queries about the magazine's CE program, email Richard Koreto at rkoreto@highlinemedia.com.
7. If you have queries about the CE program for the Wealth Manager Strategies Series books, email Johanna Abshear at jabshear@nuco.com.
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Important Note:
In March, we announced that the CE program would end on April 30 because of lack of interest. It has now been shut down. Any exams already taken will be reported to the CFP Board and archived. However, we can no longer accept any additional exams.
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