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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 Planning Essentials 2018 - 16 CPE Credit Hours

Designed to give a quick overview of estate planning essentials, this course surveys wills, living trusts, gifts, marital property, and probate avoidance with an Internet flair. Will and trust types are examined in the context of general estate and gift t
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$105.95

Average customer rating:
4 stars  Total votes: 1

Estate Planning Essentials 2019 - 12 CPE Credit Hours

Designed to give a quick overview of estate planning essentials, this course surveys wills, living trusts, gifts, marital property, and probate avoidance with an Internet flair. Will and trust types are examined in the context of general estate and gift t
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$79.95

Average customer rating:
0 stars  Total votes: 0


Estate Planning Essentials 2020 - 12 CPE Credit Hours

NOT TEXAS COMPLIANT YET Designed to give a quick overview of estate planning essentials, this course surveys wills, living trusts, gifts, marital property, and probate avoidance. Will and trust types are examined in the contex
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$79.95

Average customer rating:
0 stars  Total votes: 0

Estate Planning with Business Issues 2018 - 2 CPE Credit Hours

After reading the materials, participants will be able to: 1. Describe the unlimited marital deduction, its effect on the gross estate evaluation and the impact of stepped-up basis as they affect survivors and heirs.
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$19.95

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
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$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 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
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$29.95

Average customer rating:
0 stars  Total votes: 0

Estate Tools and Trusts 2018 - 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 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
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$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
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$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
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$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

Fast Track Retirement Planning 2019 - 24 CPE Credit Hours

This course is essential for participants who wish to attain a comfortable retirement for themselves and their clients by maximizing tax saving strategies. Retirement income needs are calculated; net after-tax Social Security benefits are determined; and
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$117.95

Average customer rating:
0 stars  Total votes: 0


Fast Track Retirement Planning 2020 - 24 CPE Credit Hours

NOT TEXAS COMPLIANT YET This course is essential for participants who wish to attain a comfortable retirement for themselves and their clients by maximizing tax saving strategies. Retirement income needs are calculated; net af
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$117.95

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.
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$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.
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$29.95

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
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$97.95

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

Retirement Plans 2018 - 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 53
  • 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
     

  

0 STARS
This course seemed more concerned with lawyers than with CPA (regardless of state) and questions were very poorly worded. Many were of the which was is false or exempt which made the test even more difficult. Find the course somewhere else.
0 STARS
Excellent Product - very good course material
4 STARS
excellent choice thx for it

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