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.



Tax and Financial Planning for Retirement 2016 - 24 CPE Credit H

This presentation integrates federal taxation with retirement planning. The course will examine tax and savings strategies related to determining retirement income needs, wealth building, capital preservation, and estate distribution. The result is a unif
[Product Details...]

$115.95

Average customer rating:
0 stars  Total votes: 0

Tax and Financial Planning for Retirement 2017 - 24 CPE

This presentation integrates federal taxation with retirement planning. The course will examine tax and savings strategies related to determining retirement income needs, wealth building, capital preservation, and estate distribution. The result is a unif
[Product Details...]

$115.95

Average customer rating:
0 stars  Total votes: 0


Tax and Financial Planning for Retirement 2018 - 24 CPE Credit H

This presentation integrates federal taxation with retirement planning. The course will examine tax and savings strategies related to determining retirement income needs, wealth building, capital preservation, and estate distribution. The result is a unif
[Product Details...]

$115.95

Average customer rating:
0 stars  Total votes: 0

The Ultimate Guide to Retirement Planning 2016 - 40 CPE Credit H

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...]

$169.95

Average customer rating:
0 stars  Total votes: 0


The Ultimate Guide to Retirement Planning 2017 - 40 CPE

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...]

$169.95

Average customer rating:
0 stars  Total votes: 0

The Ultimate Guide to Retirement Planning 2018 - 40 CPE

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...]

$169.95

Average customer rating:
0 stars  Total votes: 0


Using the Internet in Estate Planning 2016 - 24 CPE Credit Hours

While many tax professionals are aware of the general tax resources available on the Internet, this course focuses on the expanding electronic resources for estate planning. Whether it is historical stock quotes, cusip numbers or just access to the Code,
[Product Details...]

$132.45

Average customer rating:
0 stars  Total votes: 0

Using the Internet in Estate Planning 2017 - 24 CPE Credit Hours

While many tax professionals are aware of the general tax resources available on the Internet, this course focuses on the expanding electronic resources for estate planning. Whether it is historical stock quotes, cusip numbers or just access to the Code,
[Product Details...]

$129.95

Average customer rating:
0 stars  Total votes: 0


Visual Estate Planning 2016 - 16 CPE Credit Hours

Throw away the tax Code and regulations and make sense of estate planning. Learn how to structure an effective estate plan using a highly visual, real-life situation approach. Diagrams, charts, tables, and calculation sheets are used to present key elemen
[Product Details...]

$112.95

Average customer rating:
0 stars  Total votes: 0

Visual Estate Planning 2017 - 16 CPE Credit Hours

Throw away the tax Code and regulations and make sense of estate planning. Learn how to structure an effective estate plan using a highly visual, real-life situation approach. Diagrams, charts, tables, and calculation sheets are used to present key elemen
[Product Details...]

$99.95

Average customer rating:
0 stars  Total votes: 0


Visual Estate Planning 2018 - 16 CPE Credit Hours

Throw away the tax Code and regulations and make sense of estate planning. Learn how to structure an effective estate plan using a highly visual, real-life situation approach. Diagrams, charts, tables, and calculation sheets are used to present key elemen
[Product Details...]

$112.95

Average customer rating:
0 stars  Total votes: 0




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Results 41 - 51 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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