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CPE Self-Study
In this four-part, 4-hour narrated PowerPoint presentation, Tom Tillery will examine Professional Environment and Non-Financial Factors, Financial Decisions, Taxation and Income Tax Planning and Integration with Other Areas of PFP. This course will address the professional environment within which the personal financial planner provides services, and financial and non-financial factors including types of care, communication with cognitively or physically impaired clients, family dynamics and life planning.
Field of study: Specialized Knowledge
Format: Online
CPE credits up to: 3.0
Price range from: $69.00 - $89.00
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CPE Self-Study
A true specialty for the personal financial planner, this CPE course explores the many compensation options available to executives and how these options can impact their personal financial plan.
Field of study: Specialized Knowledge
Format: Online
CPE credits up to: 3.0
Price range from: $69.00 - $89.00
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CPE Self-Study
Covering the information you need to offer this valuable service to your clients, this CPE course looks at the personal financial planner?s role in providing counsel and advice on the selection of the businesses entity.
Field of study: Specialized Knowledge
Format: Online
CPE credits up to: 1.5
Price range from: $69.00 - $89.00
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CPE Self-Study
Covers the various features and issues in life insurance contracts, including term life insurance, permanent life insurance and group life insurance.
Field of study: Specialized Knowledge
Format: Online
CPE credits up to: 3.5
Price range from: $69.00 - $89.00
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CPE Self-Study
In this four-part narrated PowerPoint presentation, Tom Tillery will discuss contributions to, and distributions from, various types of retirement plans, enabling you to better review your client's existing estate plan or create an estate plan, which may be even more critical than the assets themselves.
Field of study: Specialized Knowledge
Format: Online
CPE credits up to: 4.0
Price range from: $69.00 - $89.00
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CPE Self-Study
An informative and engaging learning experience that will enhance your knowledge of personal financial planning. Learn to navigate the regulatory environment, understand the PFP standards, use fundamental concepts in a systematic planning process, and utilize your technical knowledge for the benefit of your clients.
Field of study: Specialized Knowledge
Format: Online
CPE credits up to: 14.5
Price range from: $399.00 - $499.00
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CPE Self-Study
Part of the Personal Financial Planning Estate Planning Certificate, this CPE course will provide you with a broad awareness of the foundational concepts of estate planning so you can be an effective advocate for your clients.
Field of study: Specialized Knowledge
Format: Online
CPE credits up to: 2.5
Price range from: $69.00 - $89.00
View details
CPE Self-Study
In this four-part, 4-hour narrated PowerPoint presentation, Tom Tillery will examine Professional Environment and Non-Financial Factors, Financial Decisions, Taxation and Income Tax Planning and Integration with Other Areas of PFP. This course will address the professional environment within which the personal financial planner provides services, and financial and non-financial factors including types of care, communication with cognitively or physically impaired clients, family dynamics and life planning.
Field of study: Specialized Knowledge
Format: Online
CPE credits up to: 3.0
Price range from: $69.00 - $89.00
View details
CPE Self-Study
Written by an expert author, this session will enable practitioners to plan, implement and monitor individual and business-sponsored retirement plans. It provides instruction on how to perform retirement needs analysis, what regulatory issues surround retirement planning and benefits, and what tax issues come into play.
Field of study: Specialized Knowledge
CPE credits up to: 4.0
Price range from: $99.00 - $129.00
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CPE Self-Study
Covering the most significant pieces of legislation affecting your clients? health care, this course covers the Consolidated Omnibus Budget Reconciliation Act, The Health Insurance Portability and Accountability Act, and, The Patient Protection and Affordable Care Act.
Field of study: Specialized Knowledge
Format: Online
CPE credits up to: 4.0
Price range from: $69.00 - $89.00
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CPE Self-Study
In this four-part, 4-hour narrated PowerPoint presentation, Tom Tillery will examine Key assumptions and risks, Modeling techniques, Taxation and income tax planning, and Integration with other areas of PFP.
Field of study: Specialized Knowledge
Format: Online
CPE credits up to: 2.5
Price range from: $69.00 - $89.00
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CPE Self-Study
Understand the ancillary documents necessary to support the estate plan and the client, including a durable power of attorney, the durable power of attorney for health care, and a living will.
Field of study: Specialized Knowledge
Format: Online
CPE credits up to: 2.5
Price range from: $69.00 - $89.00
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CPE Self-Study
This course offers a comprehensive overview of the tax changes affecting individuals and families, as well as critical financial planning considerations and strategies.
Field of study: Specialized Knowledge
CPE credits up to: 3.0
Price range from: $59.00 - $69.00
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CPE Self-Study
This session discusses the professional responsibilities of a CPA financial planner and provides a comprehensive review of the Statement on Standards in Personal Financial Planning Services.
Field of study: Specialized Knowledge
CPE credits up to: 2.5
Price range from: $99.00 - $129.00
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CPE Self-Study
CPExpress is a comprehensive, easy-to-use online learning resource, and a great way to earn CPE. Need to brush up on a particular subject? Looking for a brief overview? CPExpress has hundreds of hours of CPE in 1 - 2 credit courses.
Field of study: Available in most fields of study
Price range from: $249.00 - $457.00
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CPE Self-Study
Covering important principles in the risk management process and the professional environment, this CPE course will help you to educate your clients about the principles of risk and insurance, so your clients have the knowledge they need to make reasoned decisions about the types and amount of insurance to purchase.
Field of study: Specialized Knowledge
Format: Online
CPE credits up to: 2.0
Price range from: $69.00 - $89.00
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CPE Self-Study
In this four-part, 3-hour narrated PowerPoint video, Tom Tillery will examine personal retirement savings vehicles, including IRAs and other retirement plans. Social Security, Medicare and Medicaid, and Retirement income and expenses will also be considered.
Field of study: Specialized Knowledge
Format: Online
CPE credits up to: 3.5
Price range from: $69.00 - $89.00
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CPE Self-Study
Gain insight into taxation and income tax planning and the interrelationship between income tax and estate tax, which provides numerous personal financial planning opportunities.
Field of study: Specialized Knowledge
Format: Online
CPE credits up to: 2.0
Price range from: $69.00 - $89.00
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CPE Self-Study
Learn about planning strategies and documents needed for closely held business estate planning issues so you can provide reasoned recommendations to your clients.
Field of study: Specialized Knowledge
Format: Online
CPE credits up to: 2.0
Price range from: $69.00 - $89.00
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CPE Self-Study
A comprehensive overview of the changes affecting individuals and families, as well as critical financial planning considerations and strategies.
Field of study: Taxation
CPE credits up to: 2.0
Price range from: $49.00 - $59.00
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CPE Self-Study
Updated for Tax Cuts and Jobs Act (TCJA), this CPE course gives you the tools you need to advise your clients on making optimal decisions when it comes to Social Security and Medicare.
Field of study: Taxes
Format: Group Pricing, Text
CPE credits up to: 7.0
Price range from: $129.00 - $169.00
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