myCPE
myCPE

Becoming a CPA Financial Planner 1 Credit

Dec 12, 2022, 02:30 PM ET

Becoming a CPA Financial Planner 1 Credit

  • Rating

    4.6
  • Reviewed on

    March, 2024
  • Subject Area

    Finance

Select your learning mode

  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
  • Attend the live interactive session
  • Answer the polling questions
  • Get your certificate
Dec 12, 2022, 02:30 PM ET

Learning Objective

  • To explain why CPA Financial Planners are highly sought-after Financial Planners.
  • To analyze the basics of Financial Planning & Investment Management.
  • To discuss the investment business and how CPAs should position themselves to best serve clients and uphold the Code of Professional Conduct.
  • To review the regulatory framework of a Registered Investment Advisor.
  • To identify the steps to becoming an RIA and how to make it easy.
  • To discuss what is needed to properly run a successful RIA.
  • To analyze what a TAMP is and how they work.

Course Overview

With the increased demand and projected growth of personal financial planning services in areas such as estate, retirement, risk management, and investments, CPAs are quite possibly the single most important decision-makers for individuals and businesses, and it is time to realize that we do more than taxes. There is an entire profession of CPA financial planners dedicated to advising clients on the financial decisions that will impact every facet of their lives.

The demand for CPA Financial Planners has never been greater and will persistently grow over the next decade as legislation tightens, money in motion accelerates, and the tax and financial planning industry continues to consolidate. 

This CPE Finance course will show you how serving your existing clients as a financial planner and an investment advisor will increase your profit, diversify your business, balance your workload, create long-lasting and engaging relationships with your best clients, and improve your overall value.

On Demand Credits for All Qualifications

Nano Credits for All Qualifications

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 321328) (Valid upto : Dec 31, 2024) 1 CE Approved
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 321328) (Valid upto : Dec 31, 2024) 1 CE Approved
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 321328) (Valid upto : Dec 31, 2024) 1 CE Approved
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible

Additional Information

Credit

1

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors.

About Instructor

Shawn McCabe - CE/CPE Courses for CPAs, CRTP, EA | myCPE
Shawn McCabe

Director, CPAlliance

  • 4.5
  • rating
  • rating
  • rating
  • rating
  • rating

Shawn McCabe, MSA, MBA, CFP® has received the most votes as myCPE - Most Promising Personalities in Accounting 2021 and hence we are glad to announce him as the winner in this category for this year.

Here’s more information about his background.

After serving ten years of active military service and completing a combat tour in Afghanistan, Shawn started his career in financial planning and investments in 2007.  Joining the industry at the beginning of the “Great Recession” allowed him to quickly learn that the stock market can be unpredictably cruel, and at the same time, extremely rewarding to those who stayed the course. Also, during that time, he and his clients became an invaluable part of each other’s lives. They relied on him to get them through the worst markets in years. He learned more about life, trust, perseverance, and the undeniable need for clients to have genuine and executable plans.

As a Financial Advisor and the CPAlliance™ Director with CPS Investment Advisors, Shawn’s passions and profession are aligned. He gets to enrich and grow the CPAlliance™ program by helping CPAs become CPA financial planners and teach them how to help clients achieve or protect their financial independence. His ability to understand and breakdown the most complex problems, along with his broad professional experience, uniquely equips him to be the perfect coach, mentor, and trainer for the CPAlliance™ members, as well as, advise clients on how to achieve and protect their financial independence.

When he’s not helping CPAs and clients plan and execute, he can be found spending time endurance training (or binge watching the next great Netflix series) with his wife Amy, playing guitar, and singing worship tunes with Emma, watching Isabella make pyramids with her water ski team, or rooting Ethan on as he plays Lacrosse for his high school.

Shawn earned a Bachelor’s Degree in Business Administration and an MBA from Saint Leo University. He earned a Certificate in Financial Planning from Florida State University and became a CERTIFIED FINANCIAL PLANNER™ professional in 2011. 

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Reviews and Ratings

out of 5

Excellent

Very Good

Average

Poor

Terrible

JP

Janhvi Pandya, Others
5

MYCPE provides quality continuing education in the most effective way possible. The courses are comprehensive, engaging, and easily accessible, making it convenient to stay updated in my field. The platform's user-friendly interface and seamless navigation enhance the learning experience, ensuring that professionals like myself can efficiently meet our educational requirements. Overall, MYCPE is a valuable resource for continuous professional development.

KA

Kathryn Astbury, CPA (US)
5

I love the wide variety of topics offered by myCPE.

Recommended Courses

Peer Screening Excellence: Criteria for Enhanced Precision and Reliability

Dec 26, 09:00 AM ET

  • CPA/ABV
  • CMA
  • CPA (US)
  • CVA
  • CGMA
  • CTP
  • CBA/MCBA
  • FPAC
  • IA LPA
  • ME LPA
  • DE LPA
Working Capital: Cash and Credit Management

Dec 26, 10:00 AM ET

  • CGFM
  • CMA
  • CPA (US)
  • CVA
  • CFA
  • CGMA
  • CPA/PFS
  • ChFC
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CTP
  • CBA/MCBA
  • FPAC
  • IA LPA
  • ME LPA
  • DE LPA
Mastering Options: Navigating Markets with Precision

Dec 26, 10:30 AM ET

  • CFP® (US)
  • CMA
  • CPA (US)
  • CVA
  • CFA
  • CGMA
  • CPA/PFS
  • ChFC
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CTP
  • CBA/MCBA
  • FPAC
  • CFIRS
  • CWS
  • IA LPA
  • ME LPA
  • DE LPA
  • FRM
Safe Harbor Success: Navigating the Future of Retirement Savings with Confidence

Dec 26, 01:30 PM ET

  • CFP® (US)
  • CPA (US)
  • CFA
  • CPA/PFS
  • TEP
  • ChFC
  • CLU
  • CSA
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS
  • IA LPA
  • ME LPA
  • DE LPA
  • CAP
Computing Your FERS Annuity

Dec 26, 02:30 PM ET

  • CPA (US)
  • CFA
  • CPA/PFS
  • TEP
  • ChFC
  • CLU
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS
  • IA LPA
  • ME LPA
  • DE LPA
  • CAP
Inclusions
  • Multiple Credits
    Multiple Credits

    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting
    Certifications & Reporting

    We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.

  • Credit Tracker
    Credit Tracker

    Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.

  • Certificate Vault
    Certificate Vault

    Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.

  • Compliance Reminders
    Compliance Reminders

    Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.

  • Mobile App Access
    Mobile App Access

    The myCPE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.

  • Live Support
    Live Support

    Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.

Exclusive mobile
app for our unlimited
access subscribers

This course is included with,

Individual Subscription

Gain access to everything required for compliance, skill enhancement, and staying ahead of industry trends—all included in the Individual subscription. Here’s what you get:

  • 13,000+ Hours of NASBA-Approved Content
  • 500+ Emerging Subject Areas
  • 50+ State- Specific Ethics Courses
  • 100+ Conferences with Access to Industry Events
  • 250+ FastTrack Compliance Packages

    Pre-selected courses for quick compliance

  • Exclusive Mobile App Access
  • Access to Professional Communities

    Connect with like-minded professionals on Teams.

Trusted by 250,000+ Professionals

trust pilot review google review
Unlimited Access

Ready to Get Started?

Sign up today and begin your learning journey immediately!

card
stripe
$299$199 For 12 Months

Start Your Subscription

$299$199/year

Secure unlimited access

Click Here
Subscribed
JIA purchased a subscription.
Subscribed
Jim purchased a subscription.
Subscribed
Karin purchased a subscription.
Subscribed
QINGYAN purchased a subscription.
Subscribed
Renish purchased a subscription.
Subscribed
Stephen purchased a subscription.
Subscribed
Marie purchased a subscription.
Subscribed
Robin purchased a subscription.
Subscribed
JOSEPH purchased a subscription.
Subscribed
Gerald purchased a subscription.
Subscribed
Mansi purchased a subscription.
Subscribed
Kristy purchased a subscription.
Subscribed
Christopher purchased a subscription.
Subscribed
Danielle purchased a subscription.
Subscribed
Li purchased a subscription.
Subscribed
Epiphania purchased a subscription.
Subscribed
Diliana purchased a subscription.
Subscribed
Ernie purchased a subscription.
Subscribed
james purchased a subscription.
Subscribed
Courtney purchased a subscription.
Subscribed
Chris purchased a subscription.
Subscribed
Sergio purchased a subscription.
Subscribed
Danielle purchased a subscription.
Subscribed
Angela purchased a subscription.
Subscribed
Steven purchased a subscription.
Subscribed
Kari purchased a subscription.
Subscribed
Tiffany purchased a subscription.
Subscribed
Tracy purchased a subscription.
Subscribed
jieru purchased a subscription.
Subscribed
Alexander purchased a subscription.
Subscribed
Axel purchased a subscription.
Subscribed
Robert purchased a subscription.
Subscribed
Jessica purchased a subscription.
Subscribed
Sarah purchased a subscription.
Subscribed
James Curry purchased a subscription.
Subscribed
Del purchased a subscription.
Subscribed
Nancy purchased a subscription.
Subscribed
Krista purchased a subscription.
Subscribed
Drew purchased a subscription.
Subscribed
ANTHONY purchased a subscription.
Subscribed
Debra purchased a subscription.
Subscribed
Randolph purchased a subscription.
Subscribed
Anthony purchased a subscription.
Subscribed
Mari purchased a subscription.
Subscribed
Dana purchased a subscription.
Subscribed
Joethelia purchased a subscription.
Subscribed
Andrea purchased a subscription.
Subscribed
Wayne purchased a subscription.
Subscribed
Jackie purchased a subscription.
Subscribed
Marissa purchased a subscription.
Subscribed
Kathleen purchased a subscription.
Subscribed
Nikolaos purchased a subscription.
Subscribed
robert purchased a subscription.
Subscribed
Jacqueline purchased a subscription.
Subscribed
Ebony purchased a subscription.
Subscribed
David purchased a subscription.
Subscribed
Eleanor purchased a subscription.
Subscribed
Gregory purchased a subscription.
Subscribed
James purchased a subscription.
Subscribed
Woo Hee purchased a subscription.
Subscribed
kyun purchased a subscription.
Subscribed
ASHOT purchased a subscription.
Subscribed
JOSEPH purchased a subscription.
Subscribed
Jason purchased a subscription.
Subscribed
Mingming purchased a subscription.
Subscribed
JILLIAN purchased a subscription.
Subscribed
james purchased a subscription.
Subscribed
Lise purchased a subscription.
Subscribed
Ryan purchased a subscription.
Subscribed
Sarah purchased a subscription.
Subscribed
scharlotte purchased a subscription.
Subscribed
Jennifer purchased a subscription.
Subscribed
Kameron purchased a subscription.
Subscribed
Michael purchased a subscription.
Subscribed
Laura purchased a subscription.
Subscribed
Siddhi purchased a subscription.
Subscribed
Becky purchased a subscription.
Subscribed
Neil purchased a subscription.
Subscribed
Brian purchased a subscription.
Subscribed
Laura purchased a subscription.
Subscribed
Eli purchased a subscription.
Subscribed
Rose purchased a subscription.
Subscribed
Heather purchased a subscription.
Subscribed
Sara purchased a subscription.
Subscribed
Yiyuan purchased a subscription.
Subscribed
Meghan purchased a subscription.
Subscribed
Jennifer purchased a subscription.
Subscribed
David purchased a subscription.
Subscribed
Duaa purchased a subscription.
Subscribed
Caitlin purchased a subscription.
Subscribed
Kelsey purchased a subscription.
Subscribed
Clinton purchased a subscription.
Subscribed
Jonathan purchased a subscription.
Subscribed
ELVIRA purchased a subscription.
Subscribed
Laurel purchased a subscription.
Subscribed
Carmen purchased a subscription.
Subscribed
Amanda purchased a subscription.
Subscribed
ProWise purchased a subscription.
Subscribed
Cindy purchased a subscription.
Subscribed
Nicole purchased a subscription.