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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
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
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
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: 10.0
Price range from: $169.00–$209.00
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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
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
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
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
View details
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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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 two-part course examining the monitoring and updating phase of the investment planning engagement, this course covers measuring performance and goal achievement, updating the Investment Policy Statement (IPS), and Portfolio rebalancing.
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 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: $119.00–$149.00
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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
Formats available: Online
CPE credits up to: 2.5
Price range from: $79.00–$99.00
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CPE Self-Study
In this four-part, 4-hour narrated PowerPoint video, moderator Tom Tillery will examine Governmental Plans, Qualified Retirement Plans, and Other Employer Retirement Plans.
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
Gain knowledge of charitable transfers, charitable trusts, and other charitable planning vehicles applicable to estate and gift planning.
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
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
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: $119.00–$149.00
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CPE Self-Study
Learn the correct application of estate planning and gift strategies that can greatly enhance the client's personal financial plan.
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
Understand the impact of the law, including new IRS reporting requirements for firms.
Field of study: Taxes
Formats available: Text, Online
CPE credits up to: 3.0
Price range from: $69.00–$129.00
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CPE Self-Study
Familiarize yourself with the AICPA Cybersecurity Risk Management Program reporting framework.
Field of study: Information Technology
Formats available: Online
CPE credits up to: 3.5
Price range from: $99.00–$129.00
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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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