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.



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

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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

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0 stars  Total votes: 0


Online Investing Evaluating Investment Alternative 2016 - 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

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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
[Product Details...]

$97.95

Average customer rating:
0 stars  Total votes: 0


Retirement Plans 2010 - 4 CPE Credit Hours

After reading the materials, participants will be able to: 1. Differentiate between qualified and nonqualified deferred compen-sation plans listing the tax advantages and disadvantages of each, ex-plain the requirements of a qualified pension plan, and d
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$34.95

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Retirement Plans 2016 - 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
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$34.95

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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
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$59.95

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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
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$115.95

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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

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
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$169.95

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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,
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$132.45

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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
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$112.95

Average customer rating:
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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





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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
     

  

Choice of Entity 2018 - 25 CPE Credit Hours
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.
Compilation and Reviews - 20 CPE Credit Hours
5 STARS
Excellent Course
Getting Started in Financial Consulting - 20 CPE Credit Hours
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!
1 Year CPE Subscription
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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