Knowledge Hub+
program
cb27 program banner
Knowledge Hub+
Best For
Financial professionals seeking valuable College and CFP® CE credit.
Timing
Year-long
Format
Access 80+ hours of CE-approved content from 60+ industry experts
100% Online
Tuition
$179/year
Subscribe Now
Request Info
Have Questions? We Can Help!
Provide us with a few details and an Admissions Advisor will get back to you as soon as possible.
cb12 repeater
Why Knowledge Hub+?
On-Demand Insights to Elevate Your Practice
With over 80 hours of CFP Board-approved learning, Knowledge Hub+ is a one-stop shop for all your CE needs. And with in-depth content from America’s top financial industry experts, this premium subscription platform also supports your ongoing professional growth.
Subscribe Now
cb28 program tabs
Platform Overview
Sample a Session
Subscribe Now
What You’ll Receive
Knowledge Hub+ provides you with immediate access to over 80 hours of on-demand, just-in-time learning in these key areas:
Advanced planning
Ethics in financial services
Insurance and risk management
Philanthropic planning
Practice management
Retirement planning
Tax Planning
Wealth management
Presented by industry-leading experts, these video-based learning sessions offer the latest in applied financial knowledge that empower you to grow your business and serve your clients better. Knowledge Hub+’s quarterly live virtual events also offer a unique opportunity for subscribers to engage directly with the presenters, getting their questions on emerging issues answered in real time.
View all of our sessions and our network of experts
CE Credit
If you’re in search of valued and valuable CE to maintain your professional designations and certifications, Knowledge Hub+ makes fulfilling your CE credit requirements easy.
The platform delivers a robust library of 50-minute courses that are College- and CFP Board-approved. Built-in automated reporting to the CFP Board and The College’s records makes it easy for designees and certified professionals to stay on track to meet their 30-hour CE requirements without worry or fuss.
Pricing
Knowledge Hub+ is a premium, subscription-based service that costs $179 per year. This all-inclusive fee covers access to a comprehensive library of College- and CFP Board-approved learning, built-in automated CE reporting, monthly releases of new learning, quarterly live webcasts with leading experts, plus CE 128 and CE 126, delivering two hours of CFP Board- and College-approved ethics CE, respectively.
Your Access
Anyone may sign up for the Knowledge Hub+ subscription service at the cost of $179 per year; however, certain financial professionals may take advantage of prorated access.
If you are not a College designee but have completed The College’s CFP® Certification Education Program, you gain access to Knowledge Hub+ for up to one year after your program completion for free. After a year has elapsed, you will need to pay to resubscribe.
If you are a College designee, you gain lifetime free access to Knowledge Hub+ provided your designations remain in good standing and you recertify your designations annually through our
Professional Recertification Program (PRP)
. Through PRP, you also gain access to many other free resources to help grow your business.
For more questions about your access to Knowledge Hub+, contact our student experience team.
Sample a Session
Subscribe Now
cb31 stats
Knowledge Hub+ by the Numbers
Subscribe Now
60+
Leading experts offer reliable, practical answers to today’s toughest financial services questions.
4.9 Stars
Is the average session rating provided by learners deepening their knowledge and expertise.
31K+
Professionals already have access to Knowledge Hub+ as members of our Professional Recertification Program (PRP).
Subscribe Now
cb13 3 column content
Why Subscribe With Us?
You Need a One-Stop CE Solution
Access 80+ Hours of CE Credit
Knowledge Hub+ offers extensive, wide-ranging CE options – and automated reporting to College and CFP Board records.
You Want Information You Can Trust
Built by the Leader in Applied Financial Knowledge
The platform’s educators, innovators, and practitioners are experts in their fields. They are either College faculty or some of the biggest, most respected names on consequential topics.
You Have Complex Questions About Emerging Issues
Quarterly Live Sessions Focused on Timely Topics
Learn from the experts and get your questions answered during live quarterly webcasts focused on what’s top of mind.
cb30 tab content
Discover Popular Knowledge Hub+ Sessions
Courses Available
80+
Typical Completion Time
50 min/course
Tax Impacts of the One Big Beautiful Bill Act
Presented by Jeffrey Levine, CFP®, CPA/PFS, ChFC®, RICP®, CWS, AIF, BFA™, MSA and Ben Birken, CFP®
The One Big Beautiful Bill Act (OBBBA) brings major tax law changes that financial professionals must fully understand to effectively advise their clients. Developing a thorough understanding of the bill’s impacts is crucial to gain expert planning strategies for the new tax landscape it creates.
Upon completion of this session, you will be able to:
Understand which provisions of tax policy are made permanent by the OBBBA
Consider potential planning strategies to consider in light of the OBBBA's changes
Visualize how to address the OBBBA's changes with clients, and more
Principles of Tax Planning for Financial Advisors
Presented by Jeffrey Levine, CFP®, CPA/PFS, ChFC®, RICP®, CWS, AIF, BFA™
Financial Advisors serve clients with a diverse array of backgrounds, financial resources, goals, and objectives. But while no two clients are the same, nearly all clients share the common goal of “paying the least amount of tax possible.” It should come as no surprise then, that clients of all income and asset levels are increasingly seeking “tax planning” guidance from their financial advisors.
Upon successful completion of this learning activity, you will confidently be able to:
Learn why Financial Advisors can, and should engage in tax planning
Identify a client’s true tax rate and understand why focusing on the rate is more important than the bracket
Explore the difference between tax advice, and tax planning, education, and information
Discover why the goal of achieving tax diversification is misguided and what advisors should focus on instead
Wealth Management: Investing in Behavioral Markets
Presented by
Michael Finke, PHD, CFP
This course provides an in-depth discussion of behavioral concepts related to investing and wealth management, including investment factors and other violations of traditional finance theory, managing client behavioral investing mistakes, and building and managing portfolios that incorporate client biases and capture opportunities to improve performance.
Upon completion of this course, you will be able to:
Understand common violations of traditional finance theory
Recognize opportunities for constructing more efficient portfolios
Evaluate client biases that impact investment performance
Develop communication strategies to help clients manage behavioral response to risk.
Practice Management: How to Communicate with Impact and Influence
Presented by
Deirdre Van Nest
This course will help you deepen relationships with current clients and quickly win new business by leveraging a specific storytelling strategy – your “Personal Brand Why Story.” When you learn how to package and share this story in a way that’s meaningful for your ideal clients, you’ll accelerate trust and get to the “Yes!” quicker.
Upon completion of this course, you will be able to:
Discover the three story types every advisor must have in their toolkit
Learn why making sure your client “gets” what you’re saying is a big mistake
Experience firsthand how sharing your “Personal Brand Why Story” increases trust, connection, and likeability in three minutes or less
Understand why humanizing yourself is critical to the future of your business
Learn how top professionals are using their stories to attract clients and get to the “Yes!” quicker
Risk Management: The Value of Permanent Life Insurance in Wealth Management
Presented by Presented by Michael Finke, PHD, CFP® and Ragiv Rebello, Colva Actuarial Services
While permanent life insurance is often a polarizing financial product, in reality life insurance is simply a product design with a unique set of tax advantages that can be a valuable tool for higher-income, high-net-worth clients.
Upon successful completion of this course, you will confidently be able to:
Understand the structure and pricing of permanent insurance policies.
Evaluate tax-efficient investing strategies within permanent life insurance policies.
Recognize how to incorporate a life insurance policy into a wealth management strategy that incorporates asset location.
cb33 testimonial slider - V1 & V2
Knowledge Hub+ has been a fantastic resource to tackle CFP
CE credits and the content itself is digestible enough to fit into open windows throughout my days. The platform is easily navigable and has been a very beneficial resource for me.
Derreck Krause, CFP
, ChFC
cb26 cta grid - v2
There’s Even More to Explore
Watch the Video
See Knowledge Hub+ in Action
Sample a Session
Sample this CE course, then enroll to earn credit
View Our Sessions
View all of our sessions and our network of experts
cb20 footer cta
Access Knowledge Hub+ Now
College designees in our Professional Recertification Program (PRP) get their access free as a benefit of membership! Those who complete our CFP® Certification Education Program also get a year’s complimentary access. Get started through your Learning Hub, subscribe now, or contact our student experience team for more information.
Subscribe Now
cb23 donor tiers
Knowledge Network
View All Session
cb5 drawers
FAQs
View all of our sessions and our network of experts
You can find current
subscription details here
. NOTE: Subscription terms are subject to change. Refer to the terms at the time of your subscription.
Members of the PRP who have met all the requirements, including paying their annual recertification fee, and those who subscribe to Knowledge Hub+ can access the platform via a tile found in their
My Learning Hub
. Once clicked, Knowledge Hub+ opens via single sign-on.
If you are a College designee in good standing and do not see the Knowledge Hub+ tile in your My Learning Hub, please verify that you’ve met all the requirements of the
Professional Recertification Program (PRP)
If you find you have PRP fees outstanding, Knowledge Hub+ will be restored immediately upon payment of all outstanding fees.
First, you want to ensure your CFP ID is entered and accurate. Without your CFP ID, the learning you complete is not eligible for CFP CE credit and will not be reported to the CFP Board.
Next, use the search tools in the Knowledge Library to identify the topic categories you most want to expand your knowledge. Then, mark your favorites by clicking on the heart icon found on each learning tile. Once you have selected your favorites, you can view them all in the Dashboard.
Track your progress using My Progress, which is accessible from the Dashboard. Here, you can see what you've completed and where you've left off.
Be sure to visit Knowledge Hub+ frequently to see what's new! New growth-focused knowledge is added quarterly, along with exclusive live events you can only register for within the platform.
Lastly, please provide us with your feedback using the Contact Us form or the surveys you receive. We value your suggestions to ensure we are delivering the learning for what you need to know now!
It is important that your CFP ID number is entered in Knowledge Hub+. If your CFP ID number is not provided, CE credit cannot be reported to the CFP Board. If your CFP ID number is entered, eligible content you successfully complete is automatically reported.
NOTE: CFP Board CE credit cannot be reported retroactively, therefore it is important to review and ensure your CFP ID number is entered and accurate in Knowledge Hub+.
US