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Earn continuing education credits on your schedule

At home. In the office. On the go. Focus on your professional development anytime, anywhere with our on-demand courses.

Program details

What you need to know about our continuing education (CE) program

CE credits

Each course is worth one CE credit.

To earn the credit, you must take and successfully pass a 10 to 15 question quiz.

You'll receive a certificate of completion for your records and for self-reporting your CE, if applicable.
Reporting

Your results will be reported automatically for the following designations:
- CFP^®
- CIMA^®
- CPWA^®
- RMA^®
You can use your certificate of completion to self-report your credits for other professional designations that require ongoing education.

Important notice: It is incumbent on financial professionals affiliated with certain broker-dealer firms to obtain permission from their supervising broker-dealer firm prior to participating.

CE courses

Build your knowledge on a range of plan design and fiduciary topics. The insight you gain can help you guide your clients and strengthen your role as their go-to resource in an ever-evolving retirement landscape.

Understanding the role and responsibilities of a plan fiduciary

In an era of increasingly complex regulations and participant litigation, plan fiduciaries need your help navigating potential pitfalls. This course can help you provide this assistance. You'll learn about:
- The types of fiduciaries and their respective duties
- DOL and IRS audit activity
- ERISA litigation trends
- Fiduciary best practices
Watch now
Cybersecurity: building layers of defense

Sizable account balances and a treasure trove of personal information have made retirement plans a prime target for criminals. Thom Shola, cyber officer for John Hancock, shares his insight on:
- The DOL's cybersecurity guidance
- Ways to help protect yourself, your clients, and your practice
- John Hancock's multilayered security
Watch now
Plan clients with controlled groups? What you need to know

Businesses that are considered a controlled group face unique challenges when it comes to plan design, nondiscrimination testing, and eligibility.

Learn what those challenges are and best practices to help your clients navigate them.

Watch now

Discover more ways we can help you build and manage your practice

Explore the financial professionals tools page

Important disclosures

John Hancock is not in a position to advise concerning your eligibility and the continuing education requirements for your role, and the information included should not be taken as such. It is your responsibility to ensure the appropriate continuing education requirements are met. John Hancock is not responsible for the consequences of any decisions or actions taken in reliance on, or as a result of, the information provided.

MGR1104222465478

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Earn continuing education credits on your schedule

Program details

CE credits

Reporting

CE courses

Understanding the role and responsibilities of a plan fiduciary

Cybersecurity: building layers of defense

Plan clients with controlled groups? What you need to know

Discover more ways we can help you build and manage your practice

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