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Financial and Estate Planning CPE Courses

Financial and Estate Planning CPE Courses


Our Financial and Estate Planning CPE courses provide valuable information to help you better advise clients on a range of issues including trusts, wills, and reverse mortgages. No advanced preparation is required in order to register or complete any course (unless otherwise noted in the specific course description). Click on any title below for more detailed descriptions or to add courses to your cart. BUY MORE HOURS AND SAVE! Save 5–20% on your entire order with our multi-hour discount! Receive 5% off for 40-59 hours, 10% for 60-79, 15% for 80-119, and 20% for 120+.

Plan Your Estate

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24 CPE Hours for $129.50

A Holistic Approach to Retirement Planning

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14 CPE Hours for $94.50

The Executor's Guide

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20 CPE Hours for $119.50

Tax Considerations for Educational Expenses

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5 CPE Hours for $44.50

Financial and Estate Planning CPE Courses
Item SKU Title Hrs Price
8295 Grow Wealth with Alternative Assets 8 $64.50
8155 A Holistic Approach to Retirement Planning 14 $94.50
8095 Tax Considerations for Educational Expenses 5 $44.50
8085 Secrets of Financial Planning 20 $119.50
8055 IRAs, 401(k)s, and Other Retirement Plans 12 $84.50
8025 The Executor's Guide 20 $119.50
7705 New Rules for Estate, Retirement, and Tax Planning 16 $94.50
7670 8 Ways to Avoid Probate 6 $59.50
7665 Plan Your Estate 24 $129.50
6890 Tax Implications of Death 4 $34.50
6870 Tax Considerations in Financial Planning 20 $119.50
6045 Wills and The Decedent's Final Tax Return 2 $24.50
6040 The Living Trust, The Charitable Trust, and Trust Alternatives 4 $34.50
6035 The Creation, Modification and Termination of Trusts 2 $24.50
5600 Living Trusts: Fact and Fiction 8 $64.50
5565 An Accountant's Guide to Trusts 16 $94.50
5175 Individual Retirement Arrangements (IRAs) 8 $64.50