Press Release

CFPs, CEPs, and Others Can Now Get All or Most of Their CE Credits in myStockOptions Learning Center

Issued by myStockOptions.com

May 10, 2022

Need CE credits? Wish you had a single easy place to get them?

Wish granted!

myStockOptions.com has expanded the valuable offerings in its Learning Center, a convenient resource that offers required continuing education (CE) credits for Certified Financial Planners (CFPs), Certified Equity Professionals (CEPs), Certified Private Wealth Advisors (CPWAs), and Certified Investment Management Analysts (CIMAs).

Our eagerly awaited new course on equity compensation at private and pre-IPO companies builds on the previously established programs about financial planning, taxation, stock options, restricted stock and restricted stock units, employee stock purchase plans, and SEC law.

New Course: Private & Pre-IPO Company Stock Compensation

The new course, Private & Pre-IPO Company Stock Compensation, is a timely addition in an age of huge demand for knowledge and resources in the complex realm of startup and private company equity compensation. Private companies have been growing fast over the past few years while granting increasing amounts of equity to their employees, whether via stock options or restricted stock units. Furthermore, the record number of initial public offerings (IPOs) and M&A deals in 2021 put a spotlight on the complex financial planning for equity comp and company shares that employees and their advisors need to know when a private company goes public or gets acquired.

myStockOptions Learning Center For Continuing Professional Education

The Learning Center at myStockOptions is a crucial resource for financial advisors and stock plan professionals who need to keep up their required continuing education on equity comp and earn the CE credits required to maintain their certifications. The eight courses in the myStockOptions Learning Center, each with a 30-question exam, now offer:

• 40 CE credits for CEP (over 100% of the total requirement)
• 26 CE credits for CFP (87% of the total requirement)
• 26 CE credits for CPWA/CIMA (65% of the total requirement)

Our CE courses not only demonstrate the practical expertise and excellence of our resources on equity comp. They add significant value to memberships at our websites, which have a big following among financial advisors, stock comp professionals, and stock plan participants. These are engaging online self-study programs that busy professionals can take at their convenience to obtain necessary CE credits.

The eight online self-study courses and exams:

• NEW! Private & Pre-IPO Company Stock Compensation 5 CEP credits, 5 CFP credits, 5 CPWA/CIMA credits
• NEW! Taxation & Tax Reporting 5 CEP credits, 3 CFP credits, 3 CPWA/CIMA credits
• Restricted Stock, RSUs, and Performance Shares 5 CEP credits, 3 CFP credits, 3 CPWA/CIMA credits
• Nonqualified Stock Options 5 CEP credits, 3 CFP credits, 3 CPWA/CIMA credits
• Incentive Stock Options 5 CEP credits, 3 CFP credits, 3 CPWA/CIMA credits
• Employee Stock Purchase Plans 5 CEP credits, 3 CFP credits, 3 CPWA/CIMA credits
• Financial Planning with Stock Compensation 5 CEP credits, 3 CFP credits, 3 CPWA/CIMA credits
• SEC Law & Insider Trading 5 CEP credits, 3 CFP credits, 3 CPWA/CIMA credits

Each course features articles, FAQs, podcasts, and videos from myStockOptions.com. They are woven into a dynamic, interactive learning tool that teaches the topics in a memorable way. The answer key for each 30-question exam also links to relevant content on the site for further reading and learning.

The value of our CE courses as efficient educational tools has also led some major financial institutions to use our Learning Center for internal training and their in-house certification programs.

Along with the Learning Center, the myStockOptions Webinar Channel also offers continuing education for the CFP, CEP, CPWA/CIMA, and EA certifications in its array of live and on-demand webinars.

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