Our system emails course materials automatically.
Please make sure to check your SPAM/Junk folder for your Course Materials.

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 365 days of access to ALL courses and tests (with Instant Certificates).
[Product Details...]

$139.00

Average customer rating:
4 stars  Total votes: 24

Asset Protection - Tax & Financial Aspects 2023 - 17.5 CPE Credi

This informative course covers traditional planning tools and their utilization to protect assets. The Uniform Fraudulent Conveyance Act, the Bankruptcy Code,and various aspects of the tax law are
[Product Details...]

$69.95

Average customer rating:
0 stars  Total votes: 0


Asset Protection 2021 - 2 CPE Credit Hours

The current litigation explosion has created tremendous Interest in asset protection. Not only does this area have financial and estate aspects but it directly im-pacts tax planning. This mini-course
[Product Details...]

$29.95

Average customer rating:
0 stars  Total votes: 0

Asset Protection 2021 - 24 CPE Credit Hours

This informative course covers traditional planning tools and their utilization to protect assets. The Uniform Fraudulent Conveyance Act, the Bankruptcy Code, and various aspects of the tax law are hig
[Product Details...]

$69.95

Average customer rating:
0 stars  Total votes: 0


Asset Protection 2022 - 2 CPE Credit Hours

The current litigation explosion has created tremendous Interest in asset protection. Not only does this area have financial and estate aspects but it directly im-pacts tax planning. This mini-course
[Product Details...]

$29.95

Average customer rating:
0 stars  Total votes: 0

Asset Protection 2022 - 24 CPE Credit Hours

This informative course covers traditional planning tools and their utilization to protect assets. The Uniform Fraudulent Conveyance Act, the Bankruptcy Code, and various aspects of the tax law are hig
[Product Details...]

$69.95

Average customer rating:
0 stars  Total votes: 0


Assets Income and Cash 2021 - 18 CPE Credit Hours

This presentation integrates federal taxation with overall financial planning. The course will explore tax strategies relating to the central financial tactics of wealth building, capital preservation,
[Product Details...]

$99.95

Average customer rating:
0 stars  Total votes: 0

Assets Income and Cash 2021 - 3 CPE Credit Hours

This mini-course integrates federal taxation with overall financial planning. The course explores tax strategies relating to the central financial tactics of wealth building, capital preservation, and
[Product Details...]

$44.95

Average customer rating:
0 stars  Total votes: 0


Assets Income and Cash 2022 - 18 CPE Credit Hours

This presentation integrates federal taxation with overall financial planning. The course will explore tax strategies relating to the central financial tactics of wealth building, capital preservation,
[Product Details...]

$99.95

Average customer rating:
0 stars  Total votes: 0

Assets Income and Cash 2022 - 3 CPE Credit Hours

This mini-course integrates federal taxation with overall financial planning. The course explores tax strategies relating to the central financial tactics of wealth building, capital preservation, and
[Product Details...]

$44.95

Average customer rating:
0 stars  Total votes: 0


Assets Income and Cash 2023 - 14.5 CPE Credit Hours

This presentation integrates federal taxation with overall financial planning. The course will explore tax strategies relating to the central
[Product Details...]

$66.95

Average customer rating:
0 stars  Total votes: 0

Assets Income and Cash 2023 - 2.5 CPE Credit Hours

This mini-course integrates federal taxation with overall financial planning. The course explores tax strategies relating to the central financial tactics of wealth building, capital preservation, and estate distribution. The result is a unified ex-planat
[Product Details...]

$14.95

Average customer rating:
0 stars  Total votes: 0


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
[Product Details...]

$24.95

Average customer rating:
0 stars  Total votes: 0

Estate Planning Essentials 2022 - 10.5 CPE Credit Hours

Texas Compliance Pending "Just the facts ma'am; just the estate planning facts." Designed to give a quick overview of estate planning essentials, this course surveys wills, living trusts, gifts, marital property, and probate
[Product Details...]

$55.95

Average customer rating:
0 stars  Total votes: 0


Estate Planning with Selected Issues 2021 - 24 CPE Credit Hours

This exceptional course surveys wills, living trusts, gifts, marital property, and probate avoidance. Will and trust forms are explored along with living wills, durable powers of attorney, and nomina
[Product Details...]

$249.95

Average customer rating:
0 stars  Total votes: 0

Estate Planning with Selected Issues 2022 - 20 CPE Credit Hours

Texas Compliance Pending This exceptional course surveys wills, living trusts, gifts, marital property, and probate avoidance. Will and trust forms are explored along with living wills, durable powers of attorney, and nomina
[Product Details...]

$85.95

Average customer rating:
0 stars  Total votes: 0


Estate Planning with Selected Issues 2023 - 20 CPE Credit Hours

This exceptional course surveys wills, living trusts, gifts, marital property, and probate avoidance. Will and trust forms are explored along with living wills, du-rable powers of attorney, and nominations of conservator.
[Product Details...]

$85.95

Average customer rating:
0 stars  Total votes: 0

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
[Product Details...]

$117.95

Average customer rating:
0 stars  Total votes: 0


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
[Product Details...]

$87.95

Average customer rating:
0 stars  Total votes: 0

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
[Product Details...]

$75.95

Average customer rating:
0 stars  Total votes: 0





Display #  
Results 1 - 20 of 27
  • 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

Website by Simple Power Designs - Template by Netzgeek