Financial Planning CPE

All of these courses are online Courses.   After you buy the course you will receive the materials in your email within minutes and will be able the test online.  There is no faster way to get your CPE!

 

Online Financial planning cpe courses are designed for those professionals in the area's of financial consulting and retirement planning.  Concentrations are in probate, estate planning, financial consulting, social security medicare and government pensions, 401ks and other retirement plans, financial planning and investing.  These cpe courses are self study and follow the guidelines established by the American Institute of Certified Public Accountants.



Estate Planning with Selected Issues 2016 - 24 CPE Credit Hours

This exceptional course surveys wills, living trusts, gifts, marital property, and probate avoidance. Will and trust forms are explored along with living wills, durable powers of attorney, and nominations of conservator. Designed to eliminate estate probl
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$117.95

Average customer rating:
0 stars  Total votes: 0

Estate Planning with Selected Issues 2017 - 24 CPE Credit Hours

This exceptional course surveys wills, living trusts, gifts, marital property, and probate avoidance. Will and trust forms are explored along with living wills, durable powers of attorney, and nominations of conservator. Designed to eliminate estate probl
[Product Details...]

$117.95

Average customer rating:
0 stars  Total votes: 0


Estate Planning with Selected Issues 2018 - 24 CPE

This exceptional course surveys wills, living trusts, gifts, marital property, and probate avoidance. Will and trust forms are explored along with living wills, durable powers of attorney, and nominations of conservator. Designed to eliminate estate probl
[Product Details...]

$117.95

Average customer rating:
0 stars  Total votes: 0

Estate Tools and Trusts 2016 - 2 CPE Credit Hours

Everyone needs to do estate planning. It is more than just planning for death. Estate planning is designing a program for effective wealth building, preservation, and disposition of property at the minimum possible tax cost. This exceptional mini-course s
[Product Details...]

$29.95

Average customer rating:
0 stars  Total votes: 0


Estate Tools and Trusts 2017 - 2 CPE Credit Hours

Everyone needs to do estate planning. It is more than just planning for death. Estate planning is designing a program for effective wealth building, preservation, and disposition of property at the minimum possible tax cost. This exceptional mini-course s
[Product Details...]

$29.95

Average customer rating:
0 stars  Total votes: 0

Family Tax Planning 2016 - 2 CPE Credit Hours

While the nuclear family remains the centerpoint of society, today it is under tremendous economic and social pressure. This mini-course is designed to cover “hot” topics having a direct impact on the practitioner who represents any client with family iss
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$19.95

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Family Tax Planning 2017 - 2 CPE Credit Hours

While the nuclear family remains the centerpoint of society, today it is under tremendous economic and social pressure. This mini-course is designed to cover “hot” topics having a direct impact on the practitioner who represents any client with family iss
[Product Details...]

$29.95

Average customer rating:
0 stars  Total votes: 0

Fast Track Retirement Planning 2016 - 24 CPE Credit Hours

We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater. This course is essential for participants who wish to attain a comfortable retirement for themselves and their clients by maximi
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$117.95

Average customer rating:
0 stars  Total votes: 0


Fast Track Retirement Planning 2016 - 3 CPE Credit Hours

We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater. This mini-course is essential for participants who wish to attain a comfortable retirement for themselves and their clients by m
[Product Details...]

$29.95

Average customer rating:
0 stars  Total votes: 0

Fast Track Retirement Planning 2017 - 24 CPE Credit Hours

We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater. This course is essential for participants who wish to attain a comfortable retirement for themselves and their clients by maximi
[Product Details...]

$117.95

Average customer rating:
0 stars  Total votes: 0


Fast Track Retirement Planning 2017 - 3 CPE Credit Hours

We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater. This mini-course is essential for participants who wish to attain a comfortable retirement for themselves and their clients by m
[Product Details...]

$44.95

Average customer rating:
0 stars  Total votes: 0

Fast Track Retirement Planning 2018 - 24 CPE Credit Hours

We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater. This course is essential for participants who wish to attain a comfortable retirement for themselves and their clients by maximi
[Product Details...]

$117.95

Average customer rating:
0 stars  Total votes: 0


Fast Track Retirement Planning 2018 - 3 CPE Credit Hours

We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater. This mini-course is essential for participants who wish to attain a comfortable retirement for themselves and their clients by m
[Product Details...]

$44.95

Average customer rating:
0 stars  Total votes: 0

Getting Cash Out of Your Business 2016 - 3 CPE Credit Hours

This mini-course examines the various ideas, methods, and techniques capable of optimizing the overall compensation package for key employees and principals in small to medium sized businesses.
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$29.95

Average customer rating:
0 stars  Total votes: 0


Getting Cash Out of Your Business 2017 - 3 CPE Credit Hours

This mini-course examines the various ideas, methods, and techniques capable of optimizing the overall compensation package for key employees and principals in small to medium sized businesses.
[Product Details...]

$29.95

Average customer rating:
0 stars  Total votes: 0

Getting Cash Out of Your Business 2018 - 3 CPE Credit Hours

This mini-course examines the various ideas, methods, and techniques capable of optimizing the overall compensation package for key employees and principals in small to medium sized businesses.
[Product Details...]

$29.95

Average customer rating:
0 stars  Total votes: 0


Online Investing Evaluating Investment Alternative 2016 - 16 CPE

All tax professionals need to know the tax-economics of investing for themselves and their clients. This need is accentuated by the rapid rise of the Internet as a broad-based and effective investment tool. Over 20 million investors have switched to onlin
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$97.95

Average customer rating:
0 stars  Total votes: 0

Online Investing Evaluating Investment Alternative 2017 - 16 CPE

All tax professionals need to know the tax-economics of investing for themselves and their clients. This need is accentuated by the rapid rise of the Internet as a broad-based and effective investment tool. Over 20 million investors have switched to onlin
[Product Details...]

$97.95

Average customer rating:
0 stars  Total votes: 0


Retirement Plans 2016 - 4 CPE Credit Hours

We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater. This course is essential for participants who wish to attain a comfortable retirement for themselves and their clients by maximi
[Product Details...]

$34.95

Average customer rating:
0 stars  Total votes: 0

Retirement Plans 2017 - 4 CPE Credit Hours

We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater. This course is essential for participants who wish to attain a comfortable retirement for themselves and their clients by maximi
[Product Details...]

$59.95

Average customer rating:
0 stars  Total votes: 0





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Results 21 - 40 of 51
  • I have taken multiple courses from The CPE Discount Store.  They have great customer support and I received my certificate of completion on the same day.
    Bill P. - CPA - Richmond, New Hampshire
     
  • The CPE Discount Store offers a great selection of online CPE courses.   I was able to complete my course on my time frame which is a great way to take CPE.  Having the book as a reference for future work was also helpful.
    Tom N. - CPA - Longmont, CO
     
  • The CPE Discount Store course materials are very straight forward and easy to understand, I particularly like the website and customer follow up to my questions.
    Susan P. - CPA - San Diego, CA
     

  

5 STARS
We are required to take our Ethics courses every year and although these are important to remind us of an essential part of our work that if damaged, could destroy our career and possibly our organization. But these courses tend to become repetitive and mundane. I particularly liked this course for its case studies. One is about a female executive at Enron and her role prior to the Enron demise. The author makes you really think about how ethical is really ethical. If you take the course I think you’ll understand what I mean. Maintaining complete ethical behavior towards your organization, your clients, and the public is very difficult sometimes and I think you have to totally step back to see your situation most clearly in order to do what’s right.
4 STARS
This is a nice course which helped me get my required CPE.
0 STARS
Poorly written, many questions were nonsensical and the material was very old. This product was noted as a 2018 version but the quiz tested us on knowledge from the mid nineties. Very, very poor course and I would not recommend it to anyone.

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