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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.



Family Tax Planning 2024 - 2 CPE

Texas Compliance Pending. While the nuclear family remains the center point 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 t
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$10.95

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Fast Track Retirement Planning 2021 - 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
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$117.95

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Fast Track Retirement Planning 2022 - 17.5 CPE Credit Hours

Texas Compliance Pending 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 comfortab
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$87.95

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Fast Track Retirement Planning 2023 - 17.5 CPE Credit Hours

Texas Compliance Pending. Fast Track Retirement Planning Course Description & Study Guide We are all (including tax practitioners) getting older, and the need for effective retirement planning has never been greater. This co
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$75.95

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Fast Track Retirement Planning 2024 - 2.5 CPE

Texas Compliance Pending. 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 comf
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$14.95

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Getting Cash Out of Your Business 2022 - 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. Qualif
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$44.95

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Getting Cash Out of Your Business 2023 - 3 CPE Credit Hours

Texas Compliance Pending. Getting Cash Out Of Your Business Mini-Course Description & Study Guide This mini-course examines the various ideas, methods, and techniques capable of optimizing the overall compensation package
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$17.95

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Tax and Financial Planning for Retirement 2021 - 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 pre
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$115.95

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Tax and Financial Planning for Retirement 2022 - 18 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 pre
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$75.95

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The Ultimate Guide to Retirement Planning 2021 - 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 deali
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$169.95

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The Ultimate Guide to Retirement Planning 2022 - 31.5 CPE

Texas Compliance Pending 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 comfortab
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$96.95

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Visual Estate Planning 2022 - 9.5 CPE Credit Hours

Texas Compliance Pending 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, table
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$49.95

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Results 21 - 32 of 32
  • 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
     

  

4 STARS
Love the courses. Wish there was more selection!
0 STARS
This has to be one of the most poorly written courses I have ever taken. There were typos, conflicting answers in the review questions, poorly-worded statements and questions. I\'ve taken many better ethics courses over the years. This course was a disappointment!
5 STARS
EXCELLENT UPDATE FOR TAX PREPARATION

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