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 Business Issues 2010 - 2 CPE Credit Hours

After reading the materials, participants will be able to: 1. Describe the unlimited marital deduction, its effect on the gross es-tate evaluation and the impact of stepped-up basis as they affect survi-vors and heirs. Summarize the benefits of establish
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$19.95

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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 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 2010 - 2 CPE Credit Hours

After reading the materials, participants will be able to: 1. Identify the key participants and their roles in a coordinated estate plan and explain probate process including trust administration; 2. Compare and contrast specialized estate planning tool
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$19.95

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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
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$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 2010 - 2 CPE Credit Hours

After reading the materials, participants will be able to: 1. Describe the effect of marital status on filing status, determined the advisability of filing a joint return enlight of the innocent spouse rules, list available exemptions, and differentiate
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$19.95

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

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
[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

Fast-Track Retirement Planning 2010 - 3 CPE Credit Hours

After reading the materials, participants will be able to: 1. Summarize the basic guidelines of retirement planning, including the ten misconceptions of retirement, and define retirement based on three key questions. 2. Determine retirement costs and i
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$29.95

Average customer rating:
3 stars  Total votes: 4


Getting Cash Out of Your Business 2010 - 3 CPE Credit Hours

After reading the materials, participants will be able to: 1. Identify four types of income, from a financial and tax perspective, to be budgeted into cash so that income-producing assets can be ac-quired and managed for an effective investment plan. 2.
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$34.95

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





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  • 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
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.
5 STARS
This was a very interesting & informative book. The chapters were short and well laid out.
The test followed the book easily so it was a great test to cover the material. Highly recommend!
4 STARS
I have used the CPE subscription a few times now. I find it easy to check out books from the library or buy them & then take the test. It\'s very cost effective.

My request would be for more choices to be added. I have done many of them & cannot realistically repeat. Also, the books that have short chapters or bulleted points make it easier to follow along for test purposes

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