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CPE Self-Study
Understand the impact of the law, including new IRS reporting requirements for firms.
Field of study: Taxes
Formats available: Online, Text
CPE credits up to: 5.5
Price range from: $99.00–$139.00
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CPE Self-Study
Covers professional standards and ethics as required by the AICPA.
Field of study: Specialized Knowledge
Formats available: Online
CPE credits up to: 1.5
Price range from: $69.00–$89.00
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CPE Self-Study
A two-part course presenting four case studies that cover typical scenarios the personal financial planner may encounter.
Field of study: Specialized Knowledge
Formats available: Online
CPE credits up to: 8.0
Price range from: $159.00–$199.00
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CPE Self-Study
Part of the Personal Financial Planning Certificate Program, this certificate program includes eight dynamic courses covering critical steps in the risk management and insurance planning process from insurance contracts and annuities to deferred compensation and integrating the business with the owner?s personal financial plan.
Field of study: Specialized Knowledge
Formats available: Online, Online + Exam, Exam
CPE credits up to: 20.0
Price range from: $149.00–$669.00
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CPE Self-Study
Explores state-of-the-art planning ideas and tax-saving strategies to keep more of your clients' money in their pockets.
Field of study: Taxes
Formats available: Online
CPE credits up to: 4.5
Price range from: $89.00–$109.00
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CPE Self-Study
Provides a road map for the Statement on Standards in Personal Financial Planning Services No. 1 (SSPFPS-No.1) and covers some of the laws that govern the securities industry, the regulatory landscape, the fiduciary duty of the financial planner, registration and licensing requirements, professional liability and compliance requirements that planners must understand.
Field of study: Specialized Knowledge
Formats available: Online
CPE credits up to: 2.0
Price range from: $79.00–$99.00
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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
Formats available: Online
CPE credits up to: 3.0
Price range from: $69.00–$89.00
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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
Formats available: Online
CPE credits up to: 2.0
Price range from: $69.00–$89.00
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CPE Self-Study
Understand the impact of the law, including new IRS reporting requirements for firms.
Field of study: Taxes
Formats available: Online, Text
CPE credits up to: 5.5
Price range from: $99.00–$139.00
View details
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
Formats available: Online
CPE credits up to: 2.5
Price range from: $79.00–$99.00
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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
Formats available: Online
CPE credits up to: 5.0
Price range from: $119.00–$149.00
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CPE Self-Study
Designed for practitioners who want a thorough understanding of retirement planning, the AICPA's Retirement Planning Certificate program is a series of courses covering the retirement planning life-cycle, including planning for aging and chronically ill clients.
Field of study: Specialized Knowledge
Formats available: Online, Online + Exam, Exam
CPE credits up to: 20.0
Price range from: $149.00–$669.00
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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
Formats available: Online
CPE credits up to: 3.0
Price range from: $79.00–$99.00
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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
Formats available: Online
CPE credits up to: 2.0
Price range from: $59.00–$69.00
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CPE Self-Study
Understand the tax obligations of trusts and estates and how these obligations affect beneficiaries.
Field of study: Taxes
Formats available: Text
CPE credits up to: 8.5
Price range from: $169.00–$209.00
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CPE Self-Study
Covering the legal elements of the insurance policy as well as other agreements in the personal financial planning engagement, this two-part course includes insurance needs analysis, elements of insurance policies and legal requirement of insurance contracts.
Field of study: Specialized Knowledge
Formats available: Online
CPE credits up to: 2.0
Price range from: $79.00–$99.00
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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
Formats available: Online
CPE credits up to: 3.5
Price range from: $79.00–$99.00
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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
Formats available: Online
CPE credits up to: 2.5
Price range from: $99.00–$129.00
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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
Formats available: Online
CPE credits up to: 14.5
Price range from: $399.00–$499.00
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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
Formats available: Online
CPE credits up to: 1.5
Price range from: $79.00–$99.00
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CPE Self-Study
Covers elements of the overall planning process, including gathering data, establishment of financial objectives and identification of constraints.
Field of study: Specialized Knowledge
Formats available: Online
CPE credits up to: 1.5
Price range from: $79.00–$99.00
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