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Home > Shop for CPE > CPE Categories > Financial & Estate Planning

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.

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+.

Popular Course Top Seller Hot Topic
Course # Title Formats Hrs Price
  New Courses      
7715 NEW! Tax Cuts and Jobs Act Guide to Estate Planning hardcopypdfonline 16 $94.50
7720 NEW! Tax Cuts and Jobs Act Guide to Retirement Planning hardcopypdfonline 4 $34.50
5175 TopSeller Individual Retirement Arrangements (IRAs) hardcopypdfonline 8 $64.50
5470 Financial Planning: Investment Strategies and Vehicles hardcopypdfonline 24 $129.50
5565 TopSeller An Accountant's Guide to Trusts hardcopypdfonline 16 $94.50
5600 Living Trusts: Fact and Fiction hardcopypdfonline 8 $64.50
6035 The Creation, Modification and Termination of Trusts hardcopypdfonline 2 $24.50
6040 The Living Trust, The Charitable Trust, and Trust Alternatives hardcopypdfonline 4 $34.50
6045 Wills and The Decedent's Final Tax Return hardcopypdfonline 2 $24.50
6575 Tax Breaks for Education Expenses hardcopypdfonline 6 $59.50
6870 TopSeller Tax Considerations in Financial Planning hardcopypdfonline 20 $119.50
6890 Tax Implications of Death hardcopypdfonline 4 $34.50
6935 Financial Independence
Unfortunately, this course has been discontinued. However, we have the updated course 7615: Financial Independence: Tax-Smart Wealth Management available for you to consider!
hardcopypdf 15 $94.50
7190 TopSeller Estate and Trust Administration hardcopypdfonline 20 $119.50
7225 TopSeller Wealth Management for Affluent Families hardcopypdfonline 22 $124.50
7265 TopSeller Investing for a Lifetime hardcopypdfonline 12 $84.50
7375 TopSeller Family Trusts hardcopypdfonline 12 $84.50
7400 TopSeller The Rules of Retirement hardcopypdfonline 20 $119.50
7405 TopSeller Common Sense Investing hardcopypdfonline 10 $74.50
7615 TopSeller Financial Independence: Tax-Smart Wealth Management hardcopypdfonline 20 $119.50
7665 TopSeller Plan Your Estate hardcopypdfonline 24 $129.50
7670 8 Ways to Avoid Probate hardcopypdfonline 6 $59.50
7715 NEW! Tax Cuts and Jobs Act Guide to Estate Planning hardcopypdfonline 16 $94.50
7720 NEW! Tax Cuts and Jobs Act Guide to Retirement Planning hardcopypdfonline 4 $34.50
Formats Available: hardcopy = Hard Copy pdf = PDF online = Online
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