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.
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:

Total votes: 23
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 highlighted in describing asset protection aspects of corp
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$69.95
Average customer rating:

Total votes: 0
The current litigation explosion has created tremendous Interest in asset protection. Not only does this area have financial and estate aspects but it directly impacts tax planning.
This mini-course i
[Product Details...]
$29.95
Average customer rating:

Total votes: 0
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 highl
[Product Details...]
$69.95
Average customer rating:

Total votes: 0
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:

Total votes: 0
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:

Total votes: 0
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:

Total votes: 0
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:

Total votes: 0
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:

Total votes: 0
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 e
[Product Details...]
$44.95
Average customer rating:

Total votes: 0
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:

Total votes: 0
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:

Total votes: 0
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:

Total votes: 0
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:

Total votes: 0
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:

Total votes: 0
Designed to give a quick overview of estate planning essentials, this course surveys wills, living trusts, gifts, marital property, and probate avoidance with an Internet flair. Will and trust types are examined in the context of general estate and gift t
[Product Details...]
$105.95
Average customer rating:

Total votes: 1
Designed to give a quick overview of estate planning essentials, this course surveys wills, living trusts, gifts, marital property, and probate avoidance with an Internet flair. Will and trust types are examined in the context of general estate and gift t
[Product Details...]
$79.95
Average customer rating:

Total votes: 0
Designed to give a quick overview of estate planning essentials, this course surveys wills, living trusts, gifts, marital property, and probate avoidance. Will and trust types are examined in the contex
[Product Details...]
$79.95
Average customer rating:

Total votes: 0
After reading the materials, participants will be able to: 1. Describe the unlimited marital deduction, its effect on the gross estate evaluation and the impact of stepped-up basis as they affect survivors and heirs.
[Product Details...]
$19.95
Average customer rating:

Total votes: 0
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 nominations of conservator. Designed to eliminate estate probl
[Product Details...]
$117.95
Average customer rating:

Total votes: 0
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