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.



1 Year CPE Subscription

Get all of your CPE for one low price! 1 Year Subscription includes access to ALL courses and tests (with Instant Certificates).
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$139.00

Average customer rating:
4 stars  Total votes: 22

Asset Protection 2010 - 2 CPE Credit Hours

After reading the materials, participants will be able to: 1. Clear up misconceptions about and state the main reasons for asset protection, warn clients about fraudulent transfers and structure asset protection planning transfers so that they are not fr
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$19.95

Average customer rating:
0 stars  Total votes: 0


Asset Protection 2012 - 24 CPE Credit Hours

Conventional asset protection is not hiding assets, defrauding creditors or evading income taxes. Asset protection is the positioning of assets to make them unattractive and legally unreachable by creditors, but available for financial goals and needs.
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$69.95

Average customer rating:
0 stars  Total votes: 0

Assets Income and Cash - 18 CPE Credit Hours

The objective of this material is simple - to present a unified, consistent and understandable explanation of financial planning. Unified in that it integrates federal taxation with financial planning. Consistent because of its synthesis of the major f
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$99.95

Average customer rating:
0 stars  Total votes: 0


Assets Income and Cash 2010 - 3 CPE Credit Hours

After reading the materials, participants will be able to: 1. Critique investment purposes and retirement misconceptions, and assist clients in implementing the five-step retirement process and in identifying the three basic elements of investment planni
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$34.95

Average customer rating:
5 stars  Total votes: 1

Avoiding Boomer Bust - 3 CPE Credit Hours

This course sketches a profile of the generation represented by Americans born from 1946 through 1964: baby boomers. After an overview of how today’s middle-aged Americans are changing the stereotypes of the work world, personal lifestyles, and family ho
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$24.95

Average customer rating:
0 stars  Total votes: 0


Estate Planning 2011 - 24 CPE Credit Hours

On December 16, 2010, the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (“TRUIRJCA”) was passed by Congress, and later signed by the President on December 17, 2010. TRUIRJCA reinstates the estate and generation skippi
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$109.95

Average customer rating:
0 stars  Total votes: 0

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

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

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


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


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

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
     

  

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
1 Year CPE Subscription
1 STARS
Overall it is good but I have few notes to make:

1. I suggest you add more courses.
2. Materials/Books are so long (400+ pages each courses). The ones I have taken. I would suggest they use more precise/short materials in the future.

Other than that the price is fair and I am considering renewing.
Fast-Track Retirement Planning 2010 - 3 CPE Credit Hours
4 STARS
Either you re-did the course after jstone\'s review, or he/she confused this course with another one. The test for this course had 15 questions, not 120, and all of them were about material covered in the course. It was fine and I recommend it.

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