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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 Tools and Trusts 2024 - 2 CPE

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 m
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$12.95

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Estate Tools and Trusts 2025 - 2 CPE

This exceptional mini-course surveys wills, living trusts, gifts, marital property, and probate avoidance.
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$9.95

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Family Tax Planning 2024 - 2 CPE

While the nuclear family remains the center point 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 t
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$10.95

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Family Tax Planning 2024 - 24 CPE

This course is designed to cover “hot” topics having a direct impact on the practitioner who represents any client with family issues.
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$99.95

Average customer rating:
0 stars  Total votes: 0


Family Tax Planning 2025 - 2 CPE

Texas Compliance Pending. This mini-course is designed to cover “hot” topics having a direct impact on the practitioner who represents any client with family issues. The emphasis is on using tax solutions to ease family econo
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$10.95

Average customer rating:
0 stars  Total votes: 0

Fast Track Retirement Planning 2023 - 17.5 CPE Credit Hours

Fast Track Retirement Planning Course Description & Study Guide We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater. This co
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$75.95

Average customer rating:
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Fast Track Retirement Planning 2024 - 17.5 CPE

This course is essential for participants who wish to attain a comfortable retirement for themselves and their clients by maximizing tax-saving strategies.
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$65.95

Average customer rating:
0 stars  Total votes: 0

Fast Track Retirement Planning 2024 - 2.5 CPE

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 comf
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$14.95

Average customer rating:
0 stars  Total votes: 0


Fast Track Retirement Planning 2025 - 17.5 CPE

Texas Compliance Pending. This course is essential for participants who wish to attain a comfortable retirement for themselves and their clients by maximizing tax-saving strategies.
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$74.95

Average customer rating:
0 stars  Total votes: 0

Fast Track Retirement Planning 2025 - 2.5 CPE

This mini-course is essential for participants who wish to attain a comfortable retirement for themselves and their clients by maximizing tax saving strategies.
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$11.95

Average customer rating:
0 stars  Total votes: 0


Getting Cash Out of Your Business 2023 - 3 CPE Credit Hours

Texas Compliance Pending. Getting Cash Out Of Your Business Mini-Course Description & Study Guide This mini-course examines the various ideas, methods, and techniques capable of optimizing the overall compensation package
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$17.95

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Getting Cash Out of Your Business 2024 - 19 CPE

Texas Compliance Pending. This 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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$70.95

Average customer rating:
0 stars  Total votes: 0


Retirement Plans 2025 - 3.5 CPE

This course is essential for participants who wish to attain a comfortable retirement for themselves and their clients by maximizing tax-saving strategies.
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$18.95

Average customer rating:
0 stars  Total votes: 0




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Results 21 - 33 of 33
  • 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
     

  

Essential Legal Concepts with Tax Analysis 2023 - 30 CPE Credit
5 STARS
Great course, as always from Danny S.! Danny can explain the most complex matters in amazingly simple terms. That\'s a gift!

PS - I am not a you-know-whater, but I respectfully disagree with the other gentleman re the comment. It was funny! And frankly can be read either way...
Basic Fringe Benefits 2023 - 4 CPE Credit Hours
0 STARS
couldn\'t find the quiz
Essential Legal Concepts with Tax Analysis 2023 - 30 CPE Credit
4 STARS
Good course. Well written. EXCEPT, The authors slam on \'Democrats at page 11-11 was pretty stupid, immature and not welcomed. You can do better than that. For that one dig, you get 4 stars.

The course is worth the time and effort.
1 Year CPE Subscription
4 STARS
Love the courses. Wish there was more selection!

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