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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.



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
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$115.95

Average customer rating:
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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


Tax and Financial Planning for Retirement 2019 - 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 2020 - 24 CPE Credit H

Texas Compliance Pending 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 prese
[Product Details...]

$115.95

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
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$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


The Ultimate Guide to Retirement Planning 2019 - 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 2020 - 40 CPE

This course will give the participant practice in analyzing problems, developing solutions, and presenting final personal retirement plans to clients. The emphasis is on practical simplicity in dealing
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$169.95

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,
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$129.95

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
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$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

Visual Estate Planning 2019 - 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,
[Product Details...]

$112.95

Average customer rating:
0 stars  Total votes: 0


Visual Estate Planning 2020 - 16 CPE Credit Hours

NOT TEXAS COMPLIANT YET 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,
[Product Details...]

$112.95

Average customer rating:
0 stars  Total votes: 0




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Results 41 - 53 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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