Financial Planning

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.  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).
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$139.00

Average customer rating:
4 stars  Total votes: 22

Beyond 401(K)s for Small Business Owners - 20 CPE Credit Hours

NOT AN ONLINE COURSE! Not accepted in Texas. PLEASE SEE DETAILS. Beyond 401(k)s for Small Business Owners presents strategies for reducing taxes, planning for your retirement, and rewarding high-performing employees. Expert
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$89.95

Average customer rating:
5 stars  Total votes: 1


Getting Started in Financial Consulting - 20 CPE Credit Hours

NOT AN ONLINE COURSE! Not Accepted in Texas. PLEASE SEE DETAILS. Each year, thousands of people from all walks of life leave the security of their nine-to-five jobs to pursue careers as independent financial consultants. Fo
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$89.95

Average customer rating:
5 stars  Total votes: 2

IRA's 401K's and Other Retirement Plans - 20 CPE Credit Hours

NOT AN ONLINE COURSE! Not Accepted in Texas. PLEASE SEE DETAILS.If you are... • approaching retirement • retiring early • changing jobs • looking to borrow money from your retirement plan • wondering what to do with an inheri
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$96.95

Average customer rating:
4 stars  Total votes: 1


Social Security, Medicare & Government Pensions - 20 CPE Credit

NOT AN ONLINE COURSE! Not Accepted in Texas. PLEASE SEE DETAILS. Everyone wants to get the highest possible retirement and pension income – not to mention the best medical coverage. Turn to the completely updated 15th editi
[Product Details...]

$89.95

Average customer rating:
4 stars  Total votes: 1


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Results 1 - 5 of 5
  • 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
     

  

5 STARS
We are required to take our Ethics courses every year and although these are important to remind us of an essential part of our work that if damaged, could destroy our career and possibly our organization. But these courses tend to become repetitive and mundane. I particularly liked this course for its case studies. One is about a female executive at Enron and her role prior to the Enron demise. The author makes you really think about how ethical is really ethical. If you take the course I think you’ll understand what I mean. Maintaining complete ethical behavior towards your organization, your clients, and the public is very difficult sometimes and I think you have to totally step back to see your situation most clearly in order to do what’s right.
4 STARS
This is a nice course which helped me get my required CPE.
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.

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