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CPE Self-Study
This three-part CPE course introduces the personal financial planner to investment strategies and vehicles, and examines the implementation phase of the investment planning engagement.
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
Learn about advanced estate planning strategies and the various types of generational skipping transfers, so you can provide reasoned recommendations to your clients.
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
A comprehensive overview of the 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: 2.0
Price range from: $59.00 - $69.00
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CPE Self-Study
This three-part CPE course introduces the personal financial planner to investment strategies and vehicles, and examines the implementation phase of the investment planning engagement.
Field of study: Specialized Knowledge
Formats available: Online
CPE credits up to: 2.5
Price range from: $79.00 - $99.00
View details
CPE Self-Study
A three-part CPE course covering assessment of investment risk, information gathering and financial analysis for the client.
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
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
Formats available: Online
CPE credits up to: 2.0
Price range from: $79.00 - $99.00
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CPE Self-Study
Covering investing as a process and the professional environment, this two-part CPE course examines the three phases of investment planning engagements: planning, implementation, and, monitoring and updating.
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
The Estate Planning Certificate Program is an informative and engaging learning experience that will enhance your knowledge of estate planning.
Field of study: Specialized Knowledge
Formats available: Online, Exam, Online + Exam
CPE credits up to: 19.0
Price range from: $149.00 - $669.00
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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 courses covering steps in the investment planning life cycle, along with a discussion of planning for and funding higher education.
Field of study: Specialized Knowledge
Formats available: Online, Online + Exam, Exam
CPE credits up to: 18.5
Price range from: $149.00 - $669.00
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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
Formats available: Online Subscription, Online
Price range from: $249.00 - $457.00
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CPE Self-Study
This two-part course examines the monitoring and updating phase of the investment planning engagement and discusses some of the types of advisers the personal financial planner may be working with, as well as the integration of the investment plan with the other areas of personal financial planning.
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
Equip yourself with the knowledge you need to help your clients create a plan for their estates in case they ever become physically or mentally incapacitated or incompetent, in order to avoid intervention by a court, which could be required if not planned for appropriately.
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
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
Formats available: Online
CPE credits up to: 4.0
Price range from: $79.00 - $99.00
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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
A three-part course offering strategies applicable to investment planning that illustrates how the Investment Policy Statement (IPS) guides the planner and client through the investment process.
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
Understand the impact of the Act so you can describe to your clients how health care and paying for coverage will change in the future.
Field of study: Taxes
Formats available: Text, Online
CPE credits up to: 5.5
Price range from: $109.00 - $139.00
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CPE Self-Study
Get in-depth instruction in the basic use of the financial calculator and its application in comprehensive financial planning.
Field of study: Specialized Knowledge
Formats available: Online
CPE credits up to: 2.5
Price range from: $119.00 - $149.00
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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
This CPE course examines personal financial planning for college, a critical consideration affecting areas from cash flow planning to income taxation.
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
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
Formats available: Online
CPE credits up to: 2.0
Price range from: $79.00 - $99.00
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