Free CFP® CE Credits for Professionals
Staying up-to-date with industry trends and regulations is crucial to providing the best financial advice to your clients.
Unfortunately, there are limited ways to earn Free CFP® CE credits.
In this article, Explore five best CFP®-board approved Free courses to earn CFP® CE credits without breaking the bank.
| Courses | Reg. link | Credits | Rating |
|---|---|---|---|
| Cryptocurrency Tax Essentials: IRS Insights | Click here | 1 Credit | 4.5 |
| Sec. 199A Cutting Edge Tax Strategies for Rental Real Estate | Click here | 1 Credit | 4.5 |
| Understanding Solo 401(k) Plans | Click here | 1 Credit | 4.7 |
| Retire Right: Mastering the Art of Holistic Financial Planning | Click here | 1 Credit | 4.7 |
| Medicare Foundations: Building Blocks for a Healthy Retirement | Click here | 1 Credit | 4.7 |
1. Cryptocurrency Tax Essentials: IRS Insights (Register Now)
No. of Credits: 1
Subject Area: Taxes
Speaker: Nicholas Preusch
Cryptocurrency is transforming finance, bringing both innovation and responsibility, particularly in taxation. The IRS is vigilant in the crypto space, making compliance crucial. Join Nicholas Preusch to explore IRS guidelines on virtual currency treatment, capital gains calculations, and reporting obligations.
Key Topics Covered:
2. Sec. 199A Cutting Edge Tax Tax Strategies For Rental Real Estate (Register Now)
No. of Credits: 1
Subject Area: Taxes
Speaker: Nicholas Preusch
As a small business owner, understanding tax deductions is crucial, especially with ever-changing regulations. The Section 199A deduction, introduced by the Tax Cuts and Jobs Act (TCJA) of 2017, offers significant tax savings for small businesses and real estate investors.
In this IRS-approved online CE/CPE tax course, Nicholas Preusch will guide you through the complexities of Section 199A. You'll learn about the application of the 199A deduction, including the Safe Harbor method and alternative qualification methods.
Key Topics Covered:
Join this course to gain essential insights into maximizing the benefits of Section 199A and ensure your business is compliant with the latest tax regulations.
3. Understanding Solo 401(k) Plans (Register Now)
No. of Credits: 1
Subject Area: Taxes
Speaker: John Paul Ruiz
In this online CPE course, John Paul Ruiz will guide you through the key aspects of the Solo 401(k), including eligibility criteria, contribution limits, and essential steps for maintaining a compliant plan.
Major Topics Covered:
Join this comprehensive course to enhance your understanding of Solo 401(k) plans and ensure compliance with IRS regulations, maximizing your retirement savings potential.
4. Retire Right: Mastering The Art of Holistic Financial Planning (Register Now)
No. of Credits: 1
Subject Area: Finance
Speaker: Drew Stevens
Explore the foundational elements of retirement planning in this engaging webinar, where comprehensive strategies for achieving financial success in your retirement years are uncovered. From optimizing Social Security benefits to navigating the intricate details of Medicare and developing a robust estate plan, this session serves as a roadmap to help you secure a fulfilling and financially stable retirement.
In this CPE Finance webinar, learn the ins and outs of maximizing your Social Security benefits, gaining insights into strategies that can significantly impact your overall retirement income. We'll guide you through the complexities of Medicare, ensuring that you understand how to efficiently and affordably meet your healthcare needs. Additionally, delve into the crucial aspects of estate planning, empowering you to establish a strong foundation for asset transfer, minimize tax implications, and safeguard your legacy.
Major Topics Covered:
5. Medicare Foundations: Building Blocks for a Healthy Retirement 1 Credit (Register Now)
No. of Credits: 1
Subject Area: Finance
Speaker: Drew Stevens
In this CPE Finance Webinar, we delve into the multifaceted aspects of Medicare, guiding participants through its various parts and supplementary options. Our goal is to empower participants with the knowledge necessary to make informed healthcare decisions as they transition into retirement.
As we navigate the landscape of Medicare, we'll unravel the complexities surrounding its different parts, shedding light on the coverage they provide and the potential gaps that might exist. Beyond the basics, we'll explore supplementary options that can enhance healthcare coverage, ensuring a comprehensive understanding of the choices available.
Major Topics Covered:
Join this webinar to gain a comprehensive understanding of Medicare and make well-informed healthcare decisions for a healthy retirement.
Why are you investing a lot of money if you are getting similar courses for Free? MY-CPE is the platform where professionals from Taxes, Finance, Accounting, Auditing, and HR can avail credits at no cost. Here you can easily earn free CFP® CE credits and other credits as per the designations by attending our courses in free trial.
Why is MY-CPE No.1 Choice for CFP®?
13,000+ hours of Approved course Content.
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Ethics courses included in the unlimited access subscription of $199.
70+ Advanced Certification Programs Included (View).
Monthly/ Quarterly Tax, Industry, and Business updates.
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As per the CFP® Board's guidelines, you need to complete 30 hours of CE every 2-year CE reporting period, which includes 2 hours of Ethics CE.
Ethics CE credits are crucial for CFP® professionals as they ensure ongoing competence in ethical standards, fostering trust with clients.
Free CFP® CE courses can count towards your Continuing Professional Education (CPE) requirements if they are approved by the CFP® Board and meet the necessary criteria.
Yes, you can carry over up to 15 CE hours to the next reporting period, but these hours cannot be counted towards fulfilling the Ethics CE requirement.
Nicholas Branson, CPA
Jason Dinesen
