Financial and Estate Planning CPE

With PES's Financial and Estate Planning CPE courses you can learn valuable information that will help you better advise your clients on a range of planning issues including trusts, wills, and reverse mortgages. Popular CFP CE courses in this category include "Plan Your Estate", "Living Trusts: Fact and Fiction", and "Investment Alternatives". With our multi-hour discount you can also save 5-20% on your CPE order from PES! Buy 40-59 hours and save 5% off the entire order, 60-79 hours save 10%, 80-119 hours save 15%, and orders over 120 hours save 20%! Browse our selection of CFP continuing education courses for financial planners and estate planners. Unless otherwise noted in the specific course description, no advanced preparation is required in order to register or complete any PES CPE course. For a more detailed description on any of our Financial and Estate Planning CPE courses or to add the course to your shopping cart, click on the course title below.