1

Submit your CE credits

After attending a GFP premium webinar or watching the recording in its entirety, please submit your CE credits to the CFP® board. Follow these instructions.

2

Submit your CE credits to GFP

After you submit your CE credits, please submit your credits to the GFP to reach the minimum of 8 CE credit to maintain your Full member status with the GFP.

Please note:

Please use the email associated with your GFP membership

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Please feel free to contact us at info@gfp.institute if you have any Global Financial Planning questions or concerns.

Become a Member

Become a Full or Associate member of the Global Financial Planning Institute to register for premium webinars free of charge.

The Global Financial Planning Institute:
Membership Options

Open
Free
What's included:
All Member Forum (unmoderated)
Introductory Presentations only (no access to slide-deck)
Blog
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Associate
$295/yr
Everything in Open plus:
Member Only Forum
Discounts to Conferences/Events
Institutional Foreign Exchange (10 bps @ $20K)
Professional Services Network
Intermediate and Advanced Presentations (Slide-decks) + White Papers
Members of this level have not passed the ‘Master Class in US Inbound/Outbound International Financial Planning’ and/or do not fulfill full membership requirements.
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Full
$445/yr
Everything in Associate plus:
HEART Exit tax Calculator
Find an Advisor Listing
Media Enquiries
Use of GFP Designation
Institutional Foreign Exchange
Multi-Currency Client Investment Plan
Members of this level have passed the ‘Master Class in US Inbound/Outbound International Financial Planning’ OR an equivalent exam AND fulfill the following requirements:
  • CFP®, ChFC, CPA/PFS, CFA, CIMA, or CPWA accreditation, and
  • At least three years (full-time or equivalent) experience working directly with private clients as a financial advisor, estate attorney, CPA, insurance professional, or a similar/equivalent professional capacity.
  • A fiduciary standard of care.
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Community

  • Community Forum
  • Regular Webinars​
  • Conferences

Education

  • Master Class for US Inbound/Outbound Financial Planning
  • Blog
  • White papers
  • ​Future: Cross-Border in specific countries
  • Podcast

Platform and Resources

  • CFP®, ChFC, CPA/PFS, CFA, CIMA, or CPWA accreditation, and

Ongoing Research​

  • CFP®, ChFC, CPA/PFS, CFA, CIMA, or CPWA accreditation, and
  • At least three years (full-time or equivalent) experience working directly with private clients as a financial advisor, estate attorney, CPA, insurance professional, or a similar/equivalent professional capacity.
  • A fiduciary standard of care.