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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: Exam, Online, Online + Exam
CPE credits up to: 19.5
Price range from: $149.00–$669.00
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CPE Self-Study
Examine the implications, success and failure factors in blockchain driven investment options in this self-study course.
Field of study: Information Technology
Formats available: Online
CPE credits up to: 7.5
Price range from: $249.00–$319.00
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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: Exam, Online, Online + Exam
CPE credits up to: 19.5
Price range from: $149.00–$669.00
View details
CPE Self-Study
Lays out market trends in digital transformation and their impact on cybersecurity.
Field of study: Information Technology
Formats available: Online
CPE credits up to: 1.5
Price range from: $65.00–$75.00
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CPE Self-Study
Get the latest techniques for building and conserving wealth through proactive tax planning and investment strategies.
Field of study: Taxes
Formats available: Online
CPE credits up to: 10.5
Price range from: $165.00–$205.00
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CPE Self-Study
This session explores the securities markets, sources of information, risk/return, debt and equities, stocks, bonds, options, futures and security analysis. It will increase basic knowledge as to how money and capital markets operate, how to conduct investment and financial research, and how to evaluate the risks and rates of return for various types of investment.
Field of study: Specialized Knowledge
Formats available: Online
CPE credits up to: 5.0
Price range from: $125.00–$155.00
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CPE Self-Study
Covers mitigation of losses considerations, such as technology products, insurance, and outsourcing.
Field of study: Information Technology
Formats available: Online
CPE credits up to: 2.5
Price range from: $55.00–$65.00
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CPE Self-Study
Learn about the latest developments in professional standards and ethics required by the AICPA.
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
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: 3.0
Price range from: $79.00–$99.00
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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: $125.00–$155.00
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CPE Self-Study
Covers taxation and income tax planning, and the interrelationship between income tax and estate tax.
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
Learn to educate your clients about the principles of risk and insurance.
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
Addressing risk management, this session covers various insurance products, including life, disability and medical insurance, as well as the types of contracts available and how insurance is used in financial planning to manage risk.
Field of study: Specialized Knowledge
Formats available: Online
CPE credits up to: 3.0
Price range from: $125.00–$155.00
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CPE Self-Study
Walk through the causes of data breaches and implications, and the appropriate responses.
Field of study: Information Technology
Formats available: Online
CPE credits up to: 3.0
Price range from: $75.00–$95.00
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CPE Self-Study
Covers the new guidance on the taxation of virtual currency, frequently asked questions and what you need to know as a tax practitioner or personal financial planner.
Field of study: Taxes
Formats available: Online
CPE credits up to: 1.5
Price range from: $59.00–$69.00
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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: Exam, Online, Online + Exam
CPE credits up to: 20.0
Price range from: $149.00–$669.00
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CPE Self-Study
Covers SSPFPS-No.1 and the laws that govern the securities industry, the regulatory landscape, and the fiduciary duty of the financial planner.
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
The Personal Financial Planning Boot Camp is an informative and highly engaging review of all personal financial planning (PFP) topics including estate, retirement, investment, insurance/risk-management planning and the financial planning process, as well as including the new Statement on Standards in PFP Services.
Field of study: Specialized Knowledge
Formats available: Online
CPE credits up to: 25.5
Price range from: $599.00–$749.00
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CPE Self-Study
Covers charitable transfers, charitable trusts and charitable planning vehicles applicable to estate and gift planning.
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 how to illustrate models to your clients, comparing the retention of risk to the transfer of risk using the time value of money.
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
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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