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CPE Self-Study
An introductory session to the personal financial planning process. It reviews methods of gathering client data, the regulatory landscape for personal financial planners, the economic environment and consumer protection issues.
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 the financial and operational implications of investing in cybersecurity.
Field of study: Information Technology
Formats available: Online
CPE credits up to: 2.5
Price range from: $99.00–$129.00
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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: 1.0
Price range from: $59.00–$69.00
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CPE Self-Study
Introduces the various frameworks and situations in which it might best be applicable and walks through the NIST CSF.
Field of study: Information Technology
Formats available: Online
CPE credits up to: 5.0
Price range from: $199.00–$249.00
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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
An introductory session to the personal financial planning process. It reviews methods of gathering client data, the regulatory landscape for personal financial planners, the economic environment and consumer protection issues.
Field of study: Specialized Knowledge
Formats available: Online
CPE credits up to: 2.5
Price range from: $125.00–$155.00
View details
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
Written by expert authors, this session addresses gift, estate, and generation skipping transfer taxes at both the state and federal levels.
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
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: 8.0
Price range from: $175.00–$215.00
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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 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 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
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
Learn the strategies applicable to implementing portfolio management, from selecting an investment adviser to populating the investment portfolio.
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, 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
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
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
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: Exam, Online, Exam + Online
CPE credits up to: 20.0
Price range from: $149.00–$669.00
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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
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
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
Formats available: Online
CPE credits up to: 3.0
Price range from: $79.00–$99.00
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