Continuing Education (CE)
Keep your brain growing!
While most firms and regulatory organizations only require advisors to have CEs, we believe that everyone should should continue to grow and learn. Therefore, we require that every team member complete at least 30 hours of CE per year (and double that for advisors). Learn come things that will make you better at your job, learn some that will help service clients better, learn some that will help you lead a better life and learn something that you enjoy!
How to track and log your CEs:
Current Tuition Reimbursement Programs
Reimbursement
$450 for every course.
$500 for passing CFP exam.
Double the $500 if you pass the exam on the first try.
Options to attain certification:
There are many educational programs that you may use to attain your credentials. As long as they are approved and accepted by the CFP Board then it is totally up to you who you use. For your convenience we have listed some of the larger providers for your inspection.
We recommend choosing a program, enrolling and getting started asap. Generally, paying for the entire thing up front as it will save you money, however, rF only reimburses after successful completion of each exam/course. On average, it takes a practicing advisor 10-18 months to complete the entire education and testing process.
Please be sure not to neglect your occupational duties as you study and progress through your coursework. Even though we require CFP certification and offer tuition reimbursement, studying for and participating in your CFP certification requirements should be done on your own time as it is an investment in your own future.
Interested in getting your CFP and Becoming an advisor?
CFP Tuition Reimbursement:
We believe in helping you further your professional knowledge and as you work towards that and invest in yourself, we are going to help you with that investment.
Spectacular!
Reimbursement $600
Super!
Reimbursement $550
Great Job!
Reimbursement $500
Good Job
Reimbursement $450
Keep it Going
Reimbursement $400
Ok, Ok
Reimbursement $350
That'll do donkey
Reimbursement $300
Probably Need to Work a Little Harder
Reimbursement $250
Barely, but you Made it...
Reimbursement $150
rebel Financial is a Registered Investment Advisor that provides retirement planning, estate planning, financial planning, and investment management services to individual and institutional clients. To get a more detailed description of the company, its management, and practices, view our (form ADV, Part2A) and Disclosures.
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