Company News: Page (1) of 1 - 10/05/17 Email this story to a friend. email article Print this page (Article printing at page facebook Expands Valuable Continuing Education Offerings For Financial Advisors

  (October 05, 2017) Expands Valuable Continuing Education Offerings For Financial Advisors has expanded its offerings for continuing professional education in the website's Learning Center. In addition to continuing education (CE) credits for Certified Financial Planners (CFPs) and Certified Equity Professionals (CEPs), the Learning Center now also offers CE credits for Certified Private Wealth Advisors (CPWAs) and Certified Investment Management Analysts (CIMAs), whose certifications are designated by the Investment Management Consultants Association (IMCA).

The programs in the myStockOptions Learning Center now offer:

  • 30 continuing education credits for CEPs (100% of the total requirement)
  • 15 continuing education credits for CFPs (50% of the total requirement)
  • 15 continuing education credits for CPWAs and CIMAs (37.5% of the total requirement)

"Our CE courses not only demonstrate the practical expertise and excellence of our content," explains Bruce Brumberg, the editor-in-chief at "More than that, 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 value of our CE courses as effective educational tools has led some major financial institutions to use our Learning Center for internal training and their in-house certification programs," adds Mr. Brumberg.

Six Courses And Exams

The continuing education programs in the Learning Center consist of six separate online self-study courses and exams:

  • Nonqualified Stock Options: Course of Study and Exam
  • Restricted Stock, RSUs, and Performance Shares: Course of Study and Exam
  • Employee Stock Purchase Plans: Course of Study and Exam
  • Basics of SEC Law: Course of Study and Exam
  • Financial Planning with Stock Compensation: Course of Study and Exam
  • Incentive Stock Options: Course of Study and Exam (not available for CFP credit)

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

More CE At

A sibling website of, is the leading online resource of educational content on nonqualified deferred compensation (NQDC) for both NQDC professionals and NQDC plan participants. The continuing education programs in the website's Learning Center focus on two areas of nonqualified deferred compensation: Basics & Taxes and Enrollment & Distribution. Each program offers a comprehensive course of educational content and a rigorous 30-question exam. To take the exam, professionals must certify that they have read the content. They can earn credits only by achieving a passing score in the exam.

The courses and exams at offer:

  • 6 Professional Achievement in Continuing Education (PACE) credit hours for Chartered Life Underwriters and for Chartered Financial Consultants
  • 12 Continuing Professional Education (CPE) hours for credentialed members of The American Society of Pension Professionals & Actuaries
  • 6 CE credits for CFPs


With exclusive articles, 800+ FAQs, podcasts, videos, the Tax Center, interactive quizzes, the Learning Center with courses for CE credit, the Global Tax Guide, an extensive glossary, a smartphone app for iOS and Android devices, and dynamic patented tools, is the premier online resource of educational content and tools on stock options, restricted stock, restricted stock units, performance shares, stock appreciation rights, and employee stock purchase plans. is written and managed by leading experts in equity compensation, and is produced by a company with a long history of successful publications explaining complex legal and financial subjects in plain English.

The accounting journal CPA Wealth Provider selected among companies "that have taken the lead through innovation, efficiency, initiative, or growth in the financial-planning area." The Specialized Information Publishers' Foundation honored MSO Pro with one of its Editorial Excellence Awards in the category of Best Interactive Content among niche publishers. The influential consumer magazine PC World has ranked among "the most useful sites ever" that "deliver top-notch information, support, and services." has also received extensive favorable coverage in the media, including BusinessWeek, The Wall Street Journal, The New York Times, the San Francisco Chronicle, and The Boston Globe, and on CNN, National Public Radio, PBS,, and has a sibling website on nonqualified deferred compensation at The staff also created the successful insider trading prevention video series Think Twice, available at

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