Financial Education for Securities, Banking, & Insurance Professionals.
You can perform many functions online by setting up your own account and getting direct access to our student system. This process only takes about 10 minutes, and you can do it here.
Occasionally, you may need a paper form instead. We have linked them throughout this site to make accessing the right form easy for you. You can also come to this page to find the most commonly requested forms.
Registering for a Program
Course Registration Form
New Moderator: LUTCF/FSS
Existing Moderator, New Class: LUTCF/FSS
Transfer of Credit
Click For Transfer of Credit Forms
Additional Forms and Resources
CFP Affidavit Monitoring Form
PACE Recertification Form