myCPE
myCPE

Certification in Personal Finance (CPF)

Focused Approaches for Achieving Financial Resilience.

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Last Updated

January, 2025

Multiple
71
On Demand
Included with Subscription

Why Professionals Trust Our Advance Certification Programs

  • Access to cutting-edge industry knowledge and practices.
  • Comprehensive training designed to meet professional needs.
  • Fulfill compliance requirements while acquiring valuable skills.
  • Ongoing updates to course content for relevant industry trends.
certificate
certificate
certificate

What You’ll learn

Are you ready to transform your approach to personal finance? The Certification in Personal Finance (CPF) equips financial advisors and professionals with the skills to build comprehensive financial strategies. From wealth management to retirement planning, this course covers it all, empowering you to guide clients towards financial security and resilience. 

Get Deeper Understanding of:

  • Financial markets and effective wealth-building strategies.
  • Advanced investment options, including REITs, annuities, and crypto assets.
  • Retirement planning essentials, from life insurance to Social Security.
  • Holistic tax planning and risk management approaches.
  • Behavioral finance and how it impacts client decision-making.

Recommended For:

  • CPAs, CFPs, CFAs and Financial Advisors who want to enhance their skills in personal financial planning, advanced retirement strategies, and investment analysis, taking their expertise beyond basic personal finance concepts.
  • Professionals working in wealth management, insurance, and financial consulting looking to deepen their understanding of comprehensive financial planning and gain insights into behavioral finance and risk management to better serve their clients.
  • Individuals interested in advancing their financial literacy and advisory skills to develop a robust understanding of personal finance, wealth-building strategies, and holistic planning approaches for various financial scenarios.

Why take the Certification in Personal Finance (CPF) Course with myCPE?

Resources included

  • Handout PDFs for every Module
  • Glossary/Key Terms for every Module
  • Q&A directly with instructors.

Career Opportunities

  • Personal Financial Advisor
  • Wealth Management Consultant
  • Financial Planner
  • Investment Analyst
  • Insurance Advisor

Value Addition to your skills

  • Comprehensive Financial Planning
  • Investment Strategy Development
  • Tax Optimization Techniques
  • Behavioral Finance Insights
  • Risk Management Expertise
  • Client Communication and Advisory Expertise

Courses

Course Title Time Credits
1. Decoding Wall Street: A Beginner's Guide to Financial Markets
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 332207) (Valid upto : Dec 31, 2025) 1 CE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Investment Management for Financial Risk Manager (FRM) 1 CPD Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Finance for CIPM 1 PL Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 332207) (Valid upto : Dec 31, 2025) 1 CE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Investment Management for Financial Risk Manager (FRM) 1 CPD Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Finance for CIPM 1 PL Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 332207) (Valid upto : Dec 31, 2025) 1 CE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Investment Management for Financial Risk Manager (FRM) 1 CPD Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Finance for CIPM 1 PL Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
  • Review financial markets, major exchanges, and key market participants.
  • Explain the fundamentals of stocks, bonds, and other investment vehicles.
  • Analyze core principles of market trends and basic analysis techniques.
2. An Entrepreneurs Guide To Personal Finance
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
CPA - Ireland 1 CPD Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for CIPM 1 PL Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
CPA - Ireland 1 CPD Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for CIPM 1 PL Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
CPA - Ireland 1 CPD Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for CIPM 1 PL Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
  • Discuss strategies to create liquidity and build a lasting legacy.
  • Explore ways to grasp finances effectively without a formal degree.
  • Identify methods for accessing key numbers essential for business success.
3. Harmony of Wealth
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Personal Financial Planner (PFP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Financial Management & Planning for Certified Financial Planner - Canada (Approval No. 13090) (Valid upto : Apr 27, 2025) 1 CE Approved
Financial Planning for Certified International Wealth Manager (CIWM) 1 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Financial Management & Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 13090) (Valid upto : Apr 27, 2025) 1 CE Approved
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Finance for CIPM 1 PL Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Personal Financial Planner (PFP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Financial Management & Planning for Certified Financial Planner - Canada (Approval No. 13090) (Valid upto : Apr 27, 2025) 1 CE Approved
Financial Planning for Certified International Wealth Manager (CIWM) 1 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Financial Management & Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 13090) (Valid upto : Apr 27, 2025) 1 CE Approved
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Finance for CIPM 1 PL Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Personal Financial Planner (PFP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Financial Management & Planning for Certified Financial Planner - Canada (Approval No. 13090) (Valid upto : Apr 27, 2025) 1 CE Approved
Financial Planning for Certified International Wealth Manager (CIWM) 1 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Financial Management & Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 13090) (Valid upto : Apr 27, 2025) 1 CE Approved
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Finance for CIPM 1 PL Eligible
  • Analyze universal principles for building and preserving wealth.
  • Examine steps to create a simple, effective wealth-building plan.
  • Discuss the role of insurance in protecting wealth and family.
4. Understanding The Basics of Life Insurance Today
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Risk management planning (incl. Life Insurance) for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Life Insurance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Life Insurance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Life Insurance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Certified Treasury Professional (CTP) 1 CE Eligible
Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) 1 CE Eligible
Life Insurance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Insurance Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Finance for CIPM 1 PL Eligible
Life Insurance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Risk management planning (incl. Life Insurance) for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Life Insurance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Life Insurance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Life Insurance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Certified Treasury Professional (CTP) 1 CE Eligible
Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) 1 CE Eligible
Life Insurance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Insurance Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Finance for CIPM 1 PL Eligible
Life Insurance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Risk management planning (incl. Life Insurance) for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Life Insurance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Life Insurance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Life Insurance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Certified Treasury Professional (CTP) 1 CE Eligible
Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) 1 CE Eligible
Life Insurance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Insurance Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Finance for CIPM 1 PL Eligible
Life Insurance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
  • Discuss the key types of life insurance policies available today.
  • Explore the tax and financial benefits of life insurance coverage.
  • Identify strategies to maintain and maximize existing policy coverage.
5. Your Road to A Millionaire’s Budgeting Strategy
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Financial Management & Planning for Certified Financial Planner - Canada (Approval No. 247516) (Valid upto : Feb 05, 2025) 1 CE Approved
Professional Development for Certified International Wealth Manager (CIWM) 1 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Management & Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 247516) (Valid upto : Feb 05, 2025) 1 CE Approved
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Finance for CIPM 1 PL Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Financial Management & Planning for Certified Financial Planner - Canada (Approval No. 247516) (Valid upto : Feb 05, 2025) 1 CE Approved
Professional Development for Certified International Wealth Manager (CIWM) 1 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Management & Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 247516) (Valid upto : Feb 05, 2025) 1 CE Approved
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Finance for CIPM 1 PL Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Financial Management & Planning for Certified Financial Planner - Canada (Approval No. 247516) (Valid upto : Feb 05, 2025) 1 CE Approved
Professional Development for Certified International Wealth Manager (CIWM) 1 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Management & Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 247516) (Valid upto : Feb 05, 2025) 1 CE Approved
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Finance for CIPM 1 PL Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
  • Analyze various pathways to achieving millionaire status.
  • Identify effective strategies for lifelong financial independence.
  • Differentiate millionaire budgeting tactics from traditional budgeting methods.
6. How To Conduct A Financial Needs Analysis From Debt To Wealth
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Financial Planning for Certified Divorce Financial Analyst (CDFA) (Valid upto : Oct 24, 2025) 1 CE Approved
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Professional Development for Certified International Wealth Manager (CIWM) 1 CE Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for CIPM 1 PL Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Financial Planning for Certified Divorce Financial Analyst (CDFA) (Valid upto : Oct 24, 2025) 1 CE Approved
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Professional Development for Certified International Wealth Manager (CIWM) 1 CE Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for CIPM 1 PL Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Financial Planning for Certified Divorce Financial Analyst (CDFA) (Valid upto : Oct 24, 2025) 1 CE Approved
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Professional Development for Certified International Wealth Manager (CIWM) 1 CE Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for CIPM 1 PL Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
  • Analyze methods to build trust and rapport with clients.
  • Implement a strategic plan aligned with measurable objectives for success.
  • Identify and review client’s financial patterns, including income, expenses, and needs.
7. Unlocking the Potential of REITs: An Introduction for Professional Advisors
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Financial Reporting for Certified Management Accountants (CMA) 1 CPE Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Financial Risk Management for Certified Treasury Professional (CTP) 1 CE Eligible
Financial Planning for Certified Senior Advisor (CSA) 1 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Investment Planning for Certified Financial Planner - Canada (Approval No. 13876) (Valid upto : Aug 31, 2025) 1 CE Approved
Chartered Accountants - Scotland 1 CPD Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Finance for CIPM 1 PL Eligible
Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 13876) (Valid upto : Aug 31, 2025) 1 CE Approved
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Financial Reporting for Certified Management Accountants (CMA) 1 CPE Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Financial Risk Management for Certified Treasury Professional (CTP) 1 CE Eligible
Financial Planning for Certified Senior Advisor (CSA) 1 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Investment Planning for Certified Financial Planner - Canada (Approval No. 13876) (Valid upto : Aug 31, 2025) 1 CE Approved
Chartered Accountants - Scotland 1 CPD Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Finance for CIPM 1 PL Eligible
Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 13876) (Valid upto : Aug 31, 2025) 1 CE Approved
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Financial Reporting for Certified Management Accountants (CMA) 1 CPE Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Financial Risk Management for Certified Treasury Professional (CTP) 1 CE Eligible
Financial Planning for Certified Senior Advisor (CSA) 1 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Investment Planning for Certified Financial Planner - Canada (Approval No. 13876) (Valid upto : Aug 31, 2025) 1 CE Approved
Chartered Accountants - Scotland 1 CPD Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Finance for CIPM 1 PL Eligible
Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 13876) (Valid upto : Aug 31, 2025) 1 CE Approved
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
  • Analyze REIT structures, classifications, and regulatory frameworks for investors.
  • Evaluate the income, diversification, and tax benefits REITs offer.
  • Discuss real-world REIT case studies to illustrate varied investment strategies.
8. An Overview of Financial Planning – Definition, History, Regulations and Ethics
2 Hours

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Planning, Budgeting, and Forecasting for Certified Management Accountants (CMA) 2 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 2 CE Eligible
Financial Planning for Chartered Life Underwriter (CLU) 2 CE Eligible
Financial Litigation/Financial Forensics for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Planning, Budgeting, and Forecasting for Certified Management Accountants (CMA) 2 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 2 CE Eligible
Financial Planning for Chartered Life Underwriter (CLU) 2 CE Eligible
Financial Litigation/Financial Forensics for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Planning, Budgeting, and Forecasting for Certified Management Accountants (CMA) 2 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 2 CE Eligible
Financial Planning for Chartered Life Underwriter (CLU) 2 CE Eligible
Financial Litigation/Financial Forensics for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
  • Analyze financial planning definitions and applications for individuals, firms, and society.
  • Identify key regulations, ethical standards, and legislative history for planners.
  • Explore evolving industry standards and the significance of professional collaboration.
9. Harmony of Investing
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Investments for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Investment Planning for Certified Financial Planner - Canada (Approval No. 13091) (Valid upto : Apr 27, 2025) 1 CE Approved
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Professional Development for Certified International Wealth Manager (CIWM) 1 CE Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 13091) (Valid upto : Apr 27, 2025) 1 CE Approved
Finance for CIPM 1 PL Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Investments for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Investment Planning for Certified Financial Planner - Canada (Approval No. 13091) (Valid upto : Apr 27, 2025) 1 CE Approved
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Professional Development for Certified International Wealth Manager (CIWM) 1 CE Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 13091) (Valid upto : Apr 27, 2025) 1 CE Approved
Finance for CIPM 1 PL Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Investments for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Investment Planning for Certified Financial Planner - Canada (Approval No. 13091) (Valid upto : Apr 27, 2025) 1 CE Approved
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Professional Development for Certified International Wealth Manager (CIWM) 1 CE Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 13091) (Valid upto : Apr 27, 2025) 1 CE Approved
Finance for CIPM 1 PL Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
  • Identify prerequisites before selecting an appropriate investment product.
  • Review key characteristics and differences among various investment products.
  • Match investment products effectively to your financial strategy.
10. Maintaining Life Ins Coverage in ILIT
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Risk management planning (incl. Life Insurance) for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Life Insurance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Life Insurance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Life Insurance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Life Insurance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Life Insurance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Life Insurance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for CIPM 1 PL Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Risk management planning (incl. Life Insurance) for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Life Insurance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Life Insurance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Life Insurance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Life Insurance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Life Insurance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Life Insurance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for CIPM 1 PL Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Risk management planning (incl. Life Insurance) for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Life Insurance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Life Insurance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Life Insurance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Life Insurance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Life Insurance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Life Insurance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for CIPM 1 PL Eligible
  • Discuss trustees' responsibilities and fiduciary liability in ILIT management.
  • Identify strategies to enhance trust planning for beneficiary legacies.
  • Explore opportunities for optimizing life insurance funding in ILITs.
11. What if …. Money Sources
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Insurance and Risk Management for Certified Financial Planner - Canada (Approval No. 247508) (Valid upto : Feb 05, 2025) 1 CE Approved
Professional Development for Certified International Wealth Manager (CIWM) 1 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Finance for CIPM 1 PL Eligible
Insurance and Risk Management for Qualified Associate Financial Planner (QAFP) (Approval No. 247508) (Valid upto : Feb 05, 2025) 1 CE Approved
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Insurance and Risk Management for Certified Financial Planner - Canada (Approval No. 247508) (Valid upto : Feb 05, 2025) 1 CE Approved
Professional Development for Certified International Wealth Manager (CIWM) 1 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Finance for CIPM 1 PL Eligible
Insurance and Risk Management for Qualified Associate Financial Planner (QAFP) (Approval No. 247508) (Valid upto : Feb 05, 2025) 1 CE Approved
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Insurance and Risk Management for Certified Financial Planner - Canada (Approval No. 247508) (Valid upto : Feb 05, 2025) 1 CE Approved
Professional Development for Certified International Wealth Manager (CIWM) 1 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Finance for CIPM 1 PL Eligible
Insurance and Risk Management for Qualified Associate Financial Planner (QAFP) (Approval No. 247508) (Valid upto : Feb 05, 2025) 1 CE Approved
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
  • Analyze strategies for fostering loyalty within your organization’s human capital.
  • Explore pathways for aligning work with individual passions.
  • Identify five actionable steps for preparing for significant life events.
12. Implementing and Monitoring the Financial Plan - Communicating the Results
2 Hours

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Finance for CPA in Canada 2 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 2 CPE Eligible
Finance for Accredited in Business Valuation (ABV) 2 CPD Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 2 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 2 CE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 2 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Finance for CPA in Canada 2 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 2 CPE Eligible
Finance for Accredited in Business Valuation (ABV) 2 CPD Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 2 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 2 CE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 2 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Finance for CPA in Canada 2 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 2 CPE Eligible
Finance for Accredited in Business Valuation (ABV) 2 CPD Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 2 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 2 CE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 2 CE Eligible
  • Analyze clients' financial goals to develop tailored planning recommendations.
  • Review and demonstrate alignment of client objectives with planning strategies.
  • Implement clear, engaging written communication to foster ongoing client engagement.
13. How to be a Money Master Millionaire (Part 1)
2 Hours

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Finance for CPA in Canada 2 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 2 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 2 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Certified Government Financial Manager (CGFM) 2 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 2 CE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Certified Wealth Strategist (CWS) 2 CE Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 2 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 2 CE Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 2 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Professional Development for Certified International Wealth Manager (CIWM) 2 CE Eligible
Retirement Planning for Certified Financial Planner - Canada (Approval No. 247509) (Valid upto : Feb 05, 2025) 2 CE Approved
Financial Planning for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
CPA - Ireland 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Certified FP&A Professional (FP&A) 2 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Finance for CIPM 2 PL Eligible
Retirement Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 247509) (Valid upto : Feb 05, 2025) 2 CE Approved
Professional Development for Designated Financial Services Advisor (DFSA) 2 CE Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Finance for CPA in Canada 2 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 2 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 2 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Certified Government Financial Manager (CGFM) 2 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 2 CE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Certified Wealth Strategist (CWS) 2 CE Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 2 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 2 CE Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 2 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Professional Development for Certified International Wealth Manager (CIWM) 2 CE Eligible
Retirement Planning for Certified Financial Planner - Canada (Approval No. 247509) (Valid upto : Feb 05, 2025) 2 CE Approved
Financial Planning for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
CPA - Ireland 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Certified FP&A Professional (FP&A) 2 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Finance for CIPM 2 PL Eligible
Retirement Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 247509) (Valid upto : Feb 05, 2025) 2 CE Approved
Professional Development for Designated Financial Services Advisor (DFSA) 2 CE Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Finance for CPA in Canada 2 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 2 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 2 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Certified Government Financial Manager (CGFM) 2 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 2 CE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Certified Wealth Strategist (CWS) 2 CE Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 2 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 2 CE Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 2 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Professional Development for Certified International Wealth Manager (CIWM) 2 CE Eligible
Retirement Planning for Certified Financial Planner - Canada (Approval No. 247509) (Valid upto : Feb 05, 2025) 2 CE Approved
Financial Planning for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
CPA - Ireland 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Certified FP&A Professional (FP&A) 2 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Finance for CIPM 2 PL Eligible
Retirement Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 247509) (Valid upto : Feb 05, 2025) 2 CE Approved
Professional Development for Designated Financial Services Advisor (DFSA) 2 CE Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
  • Analyze retirement savings goals and strategies for financial comfort.
  • Explore budgeting, debt management, and passive income for wealth accumulation.
  • Review data-driven projections for salary growth and investment timelines.
14. How to be a Money Master Millionaire (Part 2)
2 Hours

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Finance for CPA in Canada 2 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 2 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 2 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 2 CE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 2 CE Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 2 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 2 CE Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 2 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Professional Development for Certified International Wealth Manager (CIWM) 2 CE Eligible
Retirement Planning for Certified Financial Planner - Canada (Approval No. 247510) (Valid upto : Feb 05, 2025) 2 CE Approved
Financial Planning for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
CPA - Ireland 2 CPD Eligible
CIPM 2 PL Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Chartered Accountants - Scotland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Retirement Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 247510) (Valid upto : Feb 05, 2025) 2 CE Approved
Professional Development for Designated Financial Services Advisor (DFSA) 2 CE Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Finance for CPA in Canada 2 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 2 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 2 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 2 CE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 2 CE Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 2 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 2 CE Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 2 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Professional Development for Certified International Wealth Manager (CIWM) 2 CE Eligible
Retirement Planning for Certified Financial Planner - Canada (Approval No. 247510) (Valid upto : Feb 05, 2025) 2 CE Approved
Financial Planning for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
CPA - Ireland 2 CPD Eligible
CIPM 2 PL Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Chartered Accountants - Scotland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Retirement Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 247510) (Valid upto : Feb 05, 2025) 2 CE Approved
Professional Development for Designated Financial Services Advisor (DFSA) 2 CE Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Finance for CPA in Canada 2 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 2 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 2 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 2 CE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 2 CE Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 2 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 2 CE Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 2 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Professional Development for Certified International Wealth Manager (CIWM) 2 CE Eligible
Retirement Planning for Certified Financial Planner - Canada (Approval No. 247510) (Valid upto : Feb 05, 2025) 2 CE Approved
Financial Planning for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
CPA - Ireland 2 CPD Eligible
CIPM 2 PL Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Chartered Accountants - Scotland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Retirement Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 247510) (Valid upto : Feb 05, 2025) 2 CE Approved
Professional Development for Designated Financial Services Advisor (DFSA) 2 CE Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
  • Explore life goals and their connection to financial planning.
  • Identify obstacles preventing progress toward your financial aspirations.
  • Discuss strategies to build a resilient, goal-focused financial plan.
15. How to be a Money Master Millionaire (Part 3)
2 Hours

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Finance for CPA in Canada 2 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 2 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 2 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Certified Government Financial Manager (CGFM) 2 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 2 CE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Certified Wealth Strategist (CWS) 2 CE Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 2 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 2 CE Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 2 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
Professional Development for Certified International Wealth Manager (CIWM) 2 CE Eligible
Financial Management & Planning for Certified Financial Planner - Canada (Approval No. 247511) (Valid upto : Feb 05, 2025) 2 CE Approved
Certified FP&A Professional (FP&A) 2 CE Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
CIPM 2 PL Eligible
Financial Management & Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 247511) (Valid upto : Feb 05, 2025) 2 CE Approved
Financial Planning for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 2 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Finance for CPA in Canada 2 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 2 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 2 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Certified Government Financial Manager (CGFM) 2 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 2 CE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Certified Wealth Strategist (CWS) 2 CE Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 2 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 2 CE Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 2 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
Professional Development for Certified International Wealth Manager (CIWM) 2 CE Eligible
Financial Management & Planning for Certified Financial Planner - Canada (Approval No. 247511) (Valid upto : Feb 05, 2025) 2 CE Approved
Certified FP&A Professional (FP&A) 2 CE Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
CIPM 2 PL Eligible
Financial Management & Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 247511) (Valid upto : Feb 05, 2025) 2 CE Approved
Financial Planning for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 2 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Finance for CPA in Canada 2 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 2 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 2 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Certified Government Financial Manager (CGFM) 2 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 2 CE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Certified Wealth Strategist (CWS) 2 CE Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 2 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 2 CE Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 2 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
Professional Development for Certified International Wealth Manager (CIWM) 2 CE Eligible
Financial Management & Planning for Certified Financial Planner - Canada (Approval No. 247511) (Valid upto : Feb 05, 2025) 2 CE Approved
Certified FP&A Professional (FP&A) 2 CE Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
CIPM 2 PL Eligible
Financial Management & Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 247511) (Valid upto : Feb 05, 2025) 2 CE Approved
Financial Planning for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 2 CE Eligible
  • Analyze ways to achieve financial independence as an entrepreneur.
  • Explore strategies to reduce risks in entrepreneurial financial independence.
  • Identify methods to ensure lasting retirement income with late-life cash support.
16. Personal Finance - Are My Investments Protected?
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Investment Decision Making for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Investments for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Investments for Retirement Income Certified Professional (RICP) 1 CE Eligible
Investments for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Investments for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Investments for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Investment Decision Making for CIPM 1 PL Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
Investments for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Investment Decision Making for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Investments for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Investments for Retirement Income Certified Professional (RICP) 1 CE Eligible
Investments for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Investments for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Investments for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Investment Decision Making for CIPM 1 PL Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
Investments for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Investment Decision Making for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Investments for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Investments for Retirement Income Certified Professional (RICP) 1 CE Eligible
Investments for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Investments for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Investments for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Investment Decision Making for CIPM 1 PL Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
Investments for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
  • Identify insurance options protecting investments at financial institutions.
  • Analyze asset diversification strategies to maximize protection.
  • Evaluate risks of home-cash storage and alternative asset protection methods.
17. Personal Finance – What are Crypto Assets & Should I Invest in Them
2 Hours

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Finance for CPA in Canada 2 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 2 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 2 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 2 CE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 2 CE Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 2 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 2 CE Eligible
Investment Planning for Personal Financial Planner (PFP) 2 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Wealth Management for Certified International Wealth Manager (CIWM) 2 CE Eligible
Financial Management & Planning for Certified Financial Planner - Canada (Approval No. 13092) (Valid upto : Apr 27, 2025) 2 CE Approved
Finance for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
Financial Management & Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 13092) (Valid upto : Apr 27, 2025) 2 CE Approved
Finance for CIPM 2 PL Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
Finance for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Finance for CPA in Canada 2 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 2 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 2 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 2 CE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 2 CE Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 2 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 2 CE Eligible
Investment Planning for Personal Financial Planner (PFP) 2 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Wealth Management for Certified International Wealth Manager (CIWM) 2 CE Eligible
Financial Management & Planning for Certified Financial Planner - Canada (Approval No. 13092) (Valid upto : Apr 27, 2025) 2 CE Approved
Finance for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
Financial Management & Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 13092) (Valid upto : Apr 27, 2025) 2 CE Approved
Finance for CIPM 2 PL Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
Finance for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Finance for CPA in Canada 2 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 2 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 2 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 2 CE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 2 CE Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 2 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 2 CE Eligible
Investment Planning for Personal Financial Planner (PFP) 2 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Wealth Management for Certified International Wealth Manager (CIWM) 2 CE Eligible
Financial Management & Planning for Certified Financial Planner - Canada (Approval No. 13092) (Valid upto : Apr 27, 2025) 2 CE Approved
Finance for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
Financial Management & Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 13092) (Valid upto : Apr 27, 2025) 2 CE Approved
Finance for CIPM 2 PL Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
Finance for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
  • Identify various types and risks of crypto asset investments.
  • Analyze the fundamentals and implications of virtual currencies.
  • Review the pros, cons, and tax impact of crypto assets.
18. Personal Finance – What are structured notes and should I invest?
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Investment Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Investments for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Investments for Retirement Income Certified Professional (RICP) 1 CE Eligible
Investments for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Investments for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Investments for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Investment Planning for Certified Financial Planner - Canada (Approval No. 13877) (Valid upto : Aug 31, 2025) 1 CE Approved
Investments for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Investment Decision Making for CIPM 1 PL Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 13877) (Valid upto : Aug 31, 2025) 1 CE Approved
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Investment Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Investments for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Investments for Retirement Income Certified Professional (RICP) 1 CE Eligible
Investments for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Investments for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Investments for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Investment Planning for Certified Financial Planner - Canada (Approval No. 13877) (Valid upto : Aug 31, 2025) 1 CE Approved
Investments for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Investment Decision Making for CIPM 1 PL Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 13877) (Valid upto : Aug 31, 2025) 1 CE Approved
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Investment Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Investments for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Investments for Retirement Income Certified Professional (RICP) 1 CE Eligible
Investments for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Investments for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Investments for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Investment Planning for Certified Financial Planner - Canada (Approval No. 13877) (Valid upto : Aug 31, 2025) 1 CE Approved
Investments for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Investment Decision Making for CIPM 1 PL Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 13877) (Valid upto : Aug 31, 2025) 1 CE Approved
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
  • Identify the structure and function of structured notes in finance.
  • Analyze the investment risks associated with structured notes.
  • Explain the advantages and disadvantages of structured notes for investors.
19. College Financial Aid “Secrets” Revealed
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1 CPE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Financial Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Financial Planning for CIPM 1 PL Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1 CPE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Financial Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Financial Planning for CIPM 1 PL Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1 CPE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Financial Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Financial Planning for CIPM 1 PL Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
  • Analyze financial aid strategies to maximize student funding opportunities.
  • Identify 529 plan basics and determine college match eligibility criteria.
  • Explore planning techniques for reducing education costs for families.
20. Social Security for People under 40 – Is Social Security Something I need to think about?
2 Hours

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 2 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 2 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 2 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 2 CE Eligible
Trust and Estate Practitioners (TEP) 2 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 2 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 2 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
Finance for CIPM 2 PL Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 2 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 2 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 2 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 2 CE Eligible
Trust and Estate Practitioners (TEP) 2 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 2 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 2 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
Finance for CIPM 2 PL Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 2 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 2 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 2 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 2 CE Eligible
Trust and Estate Practitioners (TEP) 2 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 2 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 2 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
Finance for CIPM 2 PL Eligible
  • Analyze strategies to maximize and integrate Social Security benefits.
  • Review Social Security's history and its impact on benefits.
  • Explore Social Security benefit calculations and earnings history verification methods.
21. Are Your Clients Financially Healthy? The National Debt Dilemma
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 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
Financial Planning and Analysis for Certified Treasury Professional (CTP) 1 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 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
Financial Planning and Analysis for Certified Treasury Professional (CTP) 1 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 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
Financial Planning and Analysis for Certified Treasury Professional (CTP) 1 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
  • Analyze the long-term financial impact of debt and management strategies.
  • Identify soft vs. hard pulls and their effect on credit scores.
  • Guide clients toward improved financial habits and increased investing.
22. Behavioral Finance: How to Bring Your Best Instincts to Your Financial Plan
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Behavioral Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Financial Planning for Certified Divorce Financial Analyst (CDFA) (Valid upto : Oct 20, 2025) 1 CE Approved
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Professional Development for Certified International Wealth Manager (CIWM) 1 CE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Behavioral Finance for CIPM 1 PL Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Behavioral Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Financial Planning for Certified Divorce Financial Analyst (CDFA) (Valid upto : Oct 20, 2025) 1 CE Approved
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Professional Development for Certified International Wealth Manager (CIWM) 1 CE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Behavioral Finance for CIPM 1 PL Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Behavioral Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Financial Planning for Certified Divorce Financial Analyst (CDFA) (Valid upto : Oct 20, 2025) 1 CE Approved
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Professional Development for Certified International Wealth Manager (CIWM) 1 CE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Behavioral Finance for CIPM 1 PL Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
  • Analyze differences between rational “Econs” and emotional “Humans” in decision-making.
  • Identify predictable biases like mental accounting and the endowment effect.
  • Explore strategies to make sound, human-centered long-term planning decisions.
23. Creating and Executing Your Financial Strategy
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Retirement Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) 1 CE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Retirement Planning for CIPM 1 PL Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Retirement Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) 1 CE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Retirement Planning for CIPM 1 PL Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Retirement Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) 1 CE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Retirement Planning for CIPM 1 PL Eligible
  • Identify strategies for maximizing Social Security benefits.
  • Explore long-term retirement planning options for financial security.
  • Review goal-setting techniques to support financial empowerment.
24. Developing a Personal Financial Plan – The Systematic Process from Data Gathering to Implementation and Monitoring
2 Hours

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Finance for CPA in Canada 2 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 2 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 2 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 2 CE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 2 CE Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 2 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 2 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
Insurance and Risk Management for Certified Financial Planner - Canada (Approval No. 13136) (Valid upto : Apr 13, 2025) 2 CE Approved
Finance for CIPM 2 PL Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
Insurance and Risk Management for Qualified Associate Financial Planner (QAFP) (Approval No. 13136) (Valid upto : Apr 13, 2025) 2 CE Approved
Financial Planning for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Finance for CPA in Canada 2 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 2 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 2 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 2 CE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 2 CE Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 2 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 2 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
Insurance and Risk Management for Certified Financial Planner - Canada (Approval No. 13136) (Valid upto : Apr 13, 2025) 2 CE Approved
Finance for CIPM 2 PL Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
Insurance and Risk Management for Qualified Associate Financial Planner (QAFP) (Approval No. 13136) (Valid upto : Apr 13, 2025) 2 CE Approved
Financial Planning for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Finance for CPA in Canada 2 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 2 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 2 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 2 CE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 2 CE Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 2 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 2 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
Insurance and Risk Management for Certified Financial Planner - Canada (Approval No. 13136) (Valid upto : Apr 13, 2025) 2 CE Approved
Finance for CIPM 2 PL Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
Insurance and Risk Management for Qualified Associate Financial Planner (QAFP) (Approval No. 13136) (Valid upto : Apr 13, 2025) 2 CE Approved
Financial Planning for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
  • Analyze techniques to evaluate client financial status and plan needs.
  • Explore data gathering’s role in crafting accurate financial plans.
  • Explain collaboration and communication in implementing financial recommendations.
25. Building Resilience in Personal Finance: Adapting to Uncertainty
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Financial Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Financial Planning for CIPM 1 PL Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Financial Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Financial Planning for CIPM 1 PL Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Financial Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Financial Planning for CIPM 1 PL Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
  • Analyze how disruption influences perceptions and investment decisions.
  • Review historical data to enhance preparedness for future market shifts.
  • Identify strategies to build resilient portfolios against disruptive forces.
26. Communication with the Financial Planning Client
2 Hours

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Finance for CPA in Canada 2 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 2 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 2 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Certified Treasury Professional (CTP) 2 CE Eligible
CPA - Ireland 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 2 CE Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Finance for CPA in Canada 2 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 2 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 2 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Certified Treasury Professional (CTP) 2 CE Eligible
CPA - Ireland 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 2 CE Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Finance for CPA in Canada 2 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 2 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 2 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Certified Treasury Professional (CTP) 2 CE Eligible
CPA - Ireland 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 2 CE Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
  • Analyze interpersonal communication techniques for client-centered financial planning engagements.
  • Explore non-verbal strategies, body language, and emotional cues in client interactions.
  • Discuss the role of data gathering and documentation in financial planning.
27. Retire Right: Mastering the Art of Holistic Financial Planning
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Retirement and Financial Independence Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Retirement Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Retirement Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Retirement Savings and Income Planning for Certified Financial Planner (CFP-US) (Approval No. 332272) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Retirement Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Retirement Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Retirement Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Retirement Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Retirement Planning for CIPM 1 PL Eligible
Retirement Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Retirement and Financial Independence Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Retirement Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Retirement Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Retirement Savings and Income Planning for Certified Financial Planner (CFP-US) (Approval No. 332272) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Retirement Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Retirement Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Retirement Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Retirement Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Retirement Planning for CIPM 1 PL Eligible
Retirement Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Retirement and Financial Independence Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Retirement Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Retirement Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Retirement Savings and Income Planning for Certified Financial Planner (CFP-US) (Approval No. 332272) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Retirement Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Retirement Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Retirement Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Retirement Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Retirement Planning for CIPM 1 PL Eligible
Retirement Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
  • Analyze key components of a well-rounded retirement plan.
  • Review strategies for maximizing Social Security benefits.
  • Identify essential elements of effective estate planning.
28. Strategies in Social Security – Techniques and Tips to Optimize Your Distribution
2 Hours

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 2 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 2 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Retirement Planning for Chartered Financial Consultant (ChFC) 2 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 2 CE Eligible
Trust and Estate Practitioners (TEP) 2 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 2 CE Eligible
Retirement Planning for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Retirement Planning for Financial Services Certified Professional (FSCP) 2 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) 2 CE Eligible
Retirement Planning for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
Retirement Planning for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
Finance for CIPM 2 PL Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 2 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 2 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Retirement Planning for Chartered Financial Consultant (ChFC) 2 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 2 CE Eligible
Trust and Estate Practitioners (TEP) 2 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 2 CE Eligible
Retirement Planning for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Retirement Planning for Financial Services Certified Professional (FSCP) 2 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) 2 CE Eligible
Retirement Planning for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
Retirement Planning for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
Finance for CIPM 2 PL Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 2 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 2 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Retirement Planning for Chartered Financial Consultant (ChFC) 2 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 2 CE Eligible
Trust and Estate Practitioners (TEP) 2 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 2 CE Eligible
Retirement Planning for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Retirement Planning for Financial Services Certified Professional (FSCP) 2 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) 2 CE Eligible
Retirement Planning for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
Retirement Planning for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
Finance for CIPM 2 PL Eligible
  • Analyze strategies to boost social security and pension income.
  • Identify ways to reduce market risk while maintaining retirement returns.
  • Discuss creating a retirement income plan for lifelong financial security.
29. AI and Personal Finance – Best Alternatives for Personal Investment Considerations
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 332196) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE036) (Valid upto : Dec 31, 2025) 1 CE Approved
Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE036) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Finance for Retirement Management Advisor (RMA) (Approval No. 23MYCPE036) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Financial Planning for CIPM 1 PL Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 332196) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE036) (Valid upto : Dec 31, 2025) 1 CE Approved
Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE036) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Finance for Retirement Management Advisor (RMA) (Approval No. 23MYCPE036) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Financial Planning for CIPM 1 PL Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 332196) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE036) (Valid upto : Dec 31, 2025) 1 CE Approved
Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE036) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Finance for Retirement Management Advisor (RMA) (Approval No. 23MYCPE036) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Financial Planning for CIPM 1 PL Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
  • Analyze real-world AI applications transforming investment and financial planning.
  • Explore AI-driven tools aiding strategic investment and portfolio diversification.
  • Discuss ethical and legal considerations of AI in personal finance.
30. Demystifying Annuities: Navigating Myths, Avoiding Mistakes, and Rebuilding Trust
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Retirement and Financial Independence Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Retirement Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Retirement Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Retirement Savings and Income Planning for Certified Financial Planner (CFP-US) (Approval No. 332208) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Retirement Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Retirement Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Retirement Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Retirement Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Retirement Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Retirement Planning for CIPM 1 PL Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Retirement and Financial Independence Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Retirement Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Retirement Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Retirement Savings and Income Planning for Certified Financial Planner (CFP-US) (Approval No. 332208) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Retirement Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Retirement Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Retirement Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Retirement Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Retirement Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Retirement Planning for CIPM 1 PL Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Retirement and Financial Independence Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Retirement Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Retirement Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Retirement Savings and Income Planning for Certified Financial Planner (CFP-US) (Approval No. 332208) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Retirement Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Retirement Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Retirement Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Retirement Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Retirement Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Retirement Planning for CIPM 1 PL Eligible
  • Analyze types of annuities and debunk common misconceptions about them.
  • Identify common mistakes with annuities and strategies to avoid them.
  • Examine the financial implications of annuities within a retirement strategy.
31. Demystifying Securities: Your Guide to Investment Instruments
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Investment Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Investment Decision Making for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 332209) (Valid upto : Dec 31, 2025) 1 CE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Investment Management for Financial Risk Manager (FRM) 1 CPD Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Corporate Finance, Deals and Transaction Advisory for Chartered Business Valuator (CBV) 1 CPD Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Finance for CIPM 1 PL Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Investment Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Investment Decision Making for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 332209) (Valid upto : Dec 31, 2025) 1 CE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Investment Management for Financial Risk Manager (FRM) 1 CPD Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Corporate Finance, Deals and Transaction Advisory for Chartered Business Valuator (CBV) 1 CPD Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Finance for CIPM 1 PL Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Investment Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Investment Decision Making for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 332209) (Valid upto : Dec 31, 2025) 1 CE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Investment Management for Financial Risk Manager (FRM) 1 CPD Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Corporate Finance, Deals and Transaction Advisory for Chartered Business Valuator (CBV) 1 CPD Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Finance for CIPM 1 PL Eligible
  • Identify different types of securities and their characteristics.
  • Analyze risk and return profiles across investment instruments.
  • Explore strategies for building a diversified investment portfolio.
32. Tax Reporting Issues for Investment Income for 2024-25
2 Hours

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02110-24-S) 2 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02110-24-S) 2 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1698) 2 CE Approved
Personal Financial Specialist (PFS) 2 CPD Eligible
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Chartered Financial Consultant (ChFC) 2 CE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02110-24-S) 2 CE Approved
Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 332291) (Valid upto : Dec 31, 2025) 2 CE Approved
Retirement Income Certified Professional (RICP) 2 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02110-24-S) 2 CE Eligible
Wealth Management Certified Professional (WMCP) 2 CE Eligible
Financial Services Certified Professional (FSCP) 2 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02110-24-S) 2 CE Approved
Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
Chartered Advisor in Senior Living (CASL) 2 CE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02110-24-S) 2 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02110-24-S) 2 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1698) 2 CE Approved
Personal Financial Specialist (PFS) 2 CPD Eligible
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Chartered Financial Consultant (ChFC) 2 CE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02110-24-S) 2 CE Approved
Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 332291) (Valid upto : Dec 31, 2025) 2 CE Approved
Retirement Income Certified Professional (RICP) 2 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02110-24-S) 2 CE Eligible
Wealth Management Certified Professional (WMCP) 2 CE Eligible
Financial Services Certified Professional (FSCP) 2 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02110-24-S) 2 CE Approved
Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
Chartered Advisor in Senior Living (CASL) 2 CE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02110-24-S) 2 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02110-24-S) 2 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1698) 2 CE Approved
Personal Financial Specialist (PFS) 2 CPD Eligible
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Chartered Financial Consultant (ChFC) 2 CE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02110-24-S) 2 CE Approved
Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 332291) (Valid upto : Dec 31, 2025) 2 CE Approved
Retirement Income Certified Professional (RICP) 2 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02110-24-S) 2 CE Eligible
Wealth Management Certified Professional (WMCP) 2 CE Eligible
Financial Services Certified Professional (FSCP) 2 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02110-24-S) 2 CE Approved
Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
Chartered Advisor in Senior Living (CASL) 2 CE Eligible
  • Discuss taxation rules for income from non-bond investments, corporate, and municipal bonds.
  • Explain tax regulations for related party transactions and opportunity zone investments.
  • Present reporting rules for investment expenses.
33. Risk Management in Financial Planning
1.5 Hours

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Finance for CPA in Canada 1.5 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1.5 CPE Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1.5 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Risk Management for Chartered Financial Consultant (ChFC) 1.5 CE Eligible
Risk Management and Insurance Planning for Certified Financial Planner (CFP-US) (Approval No. 332274) (Valid upto : Dec 31, 2025) 1.5 CE Approved
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1.5 CE Eligible
Risk Management for Retirement Income Certified Professional (RICP) 1.5 CE Eligible
Risk Management for Wealth Management Certified Professional (WMCP) 1.5 CE Eligible
Risk Management for Financial Services Certified Professional (FSCP) 1.5 CE Eligible
Professional Development for Personal Financial Planner (PFP) 1.5 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Finance for Chartered Advisor in Philanthropy (CAP) 1.5 CE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 1.5 CE Eligible
Risk Management for Chartered Special Needs Consultant (ChSNC) 1.5 CE Eligible
Financial Planning for Chartered Life Underwriter (CLU) 1.5 CE Eligible
Insurance and Risk Management for Certified Financial Planner - Canada (Approval No. 13135) (Valid upto : Apr 13, 2025) 1.5 CE Approved
Insurance and Risk Management for Qualified Associate Financial Planner (QAFP) (Approval No. 13135) (Valid upto : Apr 13, 2025) 1.5 CE Approved
Risk Management for Chartered Advisor in Senior Living (CASL) 1.5 CE Eligible
Finance for CIPM 1.5 PL Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1.5 CE Eligible
CPA - Ireland 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
Risk management concepts for Certified FP&A Professional (FP&A) 1.5 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1.5 CPE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Finance for CPA in Canada 1.5 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1.5 CPE Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1.5 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Risk Management for Chartered Financial Consultant (ChFC) 1.5 CE Eligible
Risk Management and Insurance Planning for Certified Financial Planner (CFP-US) (Approval No. 332274) (Valid upto : Dec 31, 2025) 1.5 CE Approved
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1.5 CE Eligible
Risk Management for Retirement Income Certified Professional (RICP) 1.5 CE Eligible
Risk Management for Wealth Management Certified Professional (WMCP) 1.5 CE Eligible
Risk Management for Financial Services Certified Professional (FSCP) 1.5 CE Eligible
Professional Development for Personal Financial Planner (PFP) 1.5 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Finance for Chartered Advisor in Philanthropy (CAP) 1.5 CE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 1.5 CE Eligible
Risk Management for Chartered Special Needs Consultant (ChSNC) 1.5 CE Eligible
Financial Planning for Chartered Life Underwriter (CLU) 1.5 CE Eligible
Insurance and Risk Management for Certified Financial Planner - Canada (Approval No. 13135) (Valid upto : Apr 13, 2025) 1.5 CE Approved
Insurance and Risk Management for Qualified Associate Financial Planner (QAFP) (Approval No. 13135) (Valid upto : Apr 13, 2025) 1.5 CE Approved
Risk Management for Chartered Advisor in Senior Living (CASL) 1.5 CE Eligible
Finance for CIPM 1.5 PL Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1.5 CE Eligible
CPA - Ireland 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
Risk management concepts for Certified FP&A Professional (FP&A) 1.5 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1.5 CPE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Finance for CPA in Canada 1.5 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1.5 CPE Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1.5 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Risk Management for Chartered Financial Consultant (ChFC) 1.5 CE Eligible
Risk Management and Insurance Planning for Certified Financial Planner (CFP-US) (Approval No. 332274) (Valid upto : Dec 31, 2025) 1.5 CE Approved
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1.5 CE Eligible
Risk Management for Retirement Income Certified Professional (RICP) 1.5 CE Eligible
Risk Management for Wealth Management Certified Professional (WMCP) 1.5 CE Eligible
Risk Management for Financial Services Certified Professional (FSCP) 1.5 CE Eligible
Professional Development for Personal Financial Planner (PFP) 1.5 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Finance for Chartered Advisor in Philanthropy (CAP) 1.5 CE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 1.5 CE Eligible
Risk Management for Chartered Special Needs Consultant (ChSNC) 1.5 CE Eligible
Financial Planning for Chartered Life Underwriter (CLU) 1.5 CE Eligible
Insurance and Risk Management for Certified Financial Planner - Canada (Approval No. 13135) (Valid upto : Apr 13, 2025) 1.5 CE Approved
Insurance and Risk Management for Qualified Associate Financial Planner (QAFP) (Approval No. 13135) (Valid upto : Apr 13, 2025) 1.5 CE Approved
Risk Management for Chartered Advisor in Senior Living (CASL) 1.5 CE Eligible
Finance for CIPM 1.5 PL Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1.5 CE Eligible
CPA - Ireland 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
Risk management concepts for Certified FP&A Professional (FP&A) 1.5 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1.5 CPE Eligible
  • Analyze risk exposures, attitudes, and management across varied risk types.
  • Review property, cyber, sustainability, and global risks impacting organizations.
  • Explore insurance as a tool for individual and organizational risk reduction.
34. A Million Dollar Baby
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Certified Management Accountants (CMA) 1 CPE Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Retirement Income Certified Professional (RICP) 1 CE Eligible
Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Investment Planning for Certified Financial Planner - Canada (Approval No. 247514) (Valid upto : Feb 05, 2025) 1 CE Approved
Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Professional Development for Certified International Wealth Manager (CIWM) 1 CE Eligible
CPA - Ireland 1 CPD Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Certified FP&A Professional (FP&A) 1 CE Eligible
Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 247514) (Valid upto : Feb 05, 2025) 1 CE Approved
Finance for CIPM 1 PL Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Certified Management Accountants (CMA) 1 CPE Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Retirement Income Certified Professional (RICP) 1 CE Eligible
Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Investment Planning for Certified Financial Planner - Canada (Approval No. 247514) (Valid upto : Feb 05, 2025) 1 CE Approved
Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Professional Development for Certified International Wealth Manager (CIWM) 1 CE Eligible
CPA - Ireland 1 CPD Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Certified FP&A Professional (FP&A) 1 CE Eligible
Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 247514) (Valid upto : Feb 05, 2025) 1 CE Approved
Finance for CIPM 1 PL Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Certified Management Accountants (CMA) 1 CPE Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Retirement Income Certified Professional (RICP) 1 CE Eligible
Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Investment Planning for Certified Financial Planner - Canada (Approval No. 247514) (Valid upto : Feb 05, 2025) 1 CE Approved
Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Professional Development for Certified International Wealth Manager (CIWM) 1 CE Eligible
CPA - Ireland 1 CPD Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Certified FP&A Professional (FP&A) 1 CE Eligible
Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 247514) (Valid upto : Feb 05, 2025) 1 CE Approved
Finance for CIPM 1 PL Eligible
  • Analyze key investment concepts for retaining assets amid market volatility.
  • Compare investment vehicles to efficiently pass assets to future generations.
  • Explore life insurance strategies to secure long-term investment success.
35. Advisors Guide to an Advanced Look at Mutual Funds
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Investment Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Investments for Chartered Financial Consultant (ChFC) 1 CE Eligible
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 332957) (Valid upto : Dec 31, 2025) 1 CE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Investments for Retirement Income Certified Professional (RICP) 1 CE Eligible
Investments for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Investments for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Certified Valuation Analyst (CVA) 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
Long-Term Investments for Certified Treasury Professional (CTP) 1 CE Eligible
Investments for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Investment Planning for Certified Financial Planner - Canada (Approval No. 13093) (Valid upto : Apr 27, 2025) 1 CE Approved
Common financial investments/ decision types for Certified FP&A Professional (FP&A) 1 CE Eligible
Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 13093) (Valid upto : Apr 27, 2025) 1 CE Approved
Chartered Accountants - Scotland 1 CPD Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Investment Decision Making for CIPM 1 PL Eligible
Investments for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Investment Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Investments for Chartered Financial Consultant (ChFC) 1 CE Eligible
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 332957) (Valid upto : Dec 31, 2025) 1 CE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Investments for Retirement Income Certified Professional (RICP) 1 CE Eligible
Investments for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Investments for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Certified Valuation Analyst (CVA) 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
Long-Term Investments for Certified Treasury Professional (CTP) 1 CE Eligible
Investments for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Investment Planning for Certified Financial Planner - Canada (Approval No. 13093) (Valid upto : Apr 27, 2025) 1 CE Approved
Common financial investments/ decision types for Certified FP&A Professional (FP&A) 1 CE Eligible
Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 13093) (Valid upto : Apr 27, 2025) 1 CE Approved
Chartered Accountants - Scotland 1 CPD Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Investment Decision Making for CIPM 1 PL Eligible
Investments for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Investment Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Investments for Chartered Financial Consultant (ChFC) 1 CE Eligible
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 332957) (Valid upto : Dec 31, 2025) 1 CE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Investments for Retirement Income Certified Professional (RICP) 1 CE Eligible
Investments for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Investments for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Certified Valuation Analyst (CVA) 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
Long-Term Investments for Certified Treasury Professional (CTP) 1 CE Eligible
Investments for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Investment Planning for Certified Financial Planner - Canada (Approval No. 13093) (Valid upto : Apr 27, 2025) 1 CE Approved
Common financial investments/ decision types for Certified FP&A Professional (FP&A) 1 CE Eligible
Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 13093) (Valid upto : Apr 27, 2025) 1 CE Approved
Chartered Accountants - Scotland 1 CPD Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Investment Decision Making for CIPM 1 PL Eligible
Investments for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
  • Explore differences among load, back-end load, and no-load mutual funds.
  • Identify fee structures and reduction strategies in mutual funds.
  • Explain diversification and asset allocation in mutual fund portfolios.
36. Advisors Guide to Mastering Beneficiary Designations
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) 1 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for CIPM 1 PL Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) 1 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for CIPM 1 PL Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) 1 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for CIPM 1 PL Eligible
  • Identify differences and similarities between various beneficiary designations.
  • Explain how designations enable transfers outside the probate process
  • Analyze beneficiary designations as tools for generational wealth transfer.
37. Advisors Guide to Serving The Next Generation of Investors
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Financial Reporting for Certified Management Accountants (CMA) 1 CPE Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Professional Development for Certified International Wealth Manager (CIWM) 1 CE Eligible
Investment Planning for Certified Financial Planner - Canada (Approval No. 13094) (Valid upto : Apr 27, 2025) 1 CE Approved
Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 13094) (Valid upto : Apr 27, 2025) 1 CE Approved
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
Chartered Accountants - Scotland 1 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Finance for CIPM 1 PL Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Financial Reporting for Certified Management Accountants (CMA) 1 CPE Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Professional Development for Certified International Wealth Manager (CIWM) 1 CE Eligible
Investment Planning for Certified Financial Planner - Canada (Approval No. 13094) (Valid upto : Apr 27, 2025) 1 CE Approved
Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 13094) (Valid upto : Apr 27, 2025) 1 CE Approved
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
Chartered Accountants - Scotland 1 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Finance for CIPM 1 PL Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Financial Reporting for Certified Management Accountants (CMA) 1 CPE Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Professional Development for Certified International Wealth Manager (CIWM) 1 CE Eligible
Investment Planning for Certified Financial Planner - Canada (Approval No. 13094) (Valid upto : Apr 27, 2025) 1 CE Approved
Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 13094) (Valid upto : Apr 27, 2025) 1 CE Approved
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
Chartered Accountants - Scotland 1 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Finance for CIPM 1 PL Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
CPA - Ireland 1 CPD Eligible
  • Identify generational differences in clients' needs and expectations.
  • Explore strategies to enhance investor engagement effectively.
  • Explain emerging products tailored for NextGen clients.
38. How A Joint Life Policy May Be a Better Option for Retirement
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Risk management planning (incl. Life Insurance) for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Risk Management and Insurance Planning for Certified Financial Planner (CFP-US) (Approval No. 332232) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Retirement Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Retirement Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Retirement Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Retirement Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Finance for CIPM 1 PL Eligible
Retirement Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Risk management planning (incl. Life Insurance) for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Risk Management and Insurance Planning for Certified Financial Planner (CFP-US) (Approval No. 332232) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Retirement Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Retirement Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Retirement Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Retirement Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Finance for CIPM 1 PL Eligible
Retirement Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Risk management planning (incl. Life Insurance) for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Risk Management and Insurance Planning for Certified Financial Planner (CFP-US) (Approval No. 332232) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Retirement Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Retirement Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Retirement Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Retirement Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Finance for CIPM 1 PL Eligible
Retirement Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
  • Analyze the range of insurance options for individuals and businesses.
  • Debunk common insurance myths and identify the facts.
  • Explain insurance's role as an asset for family businesses.
39. Mastering Options: Navigating Markets with Precision
2 Hours

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Finance for CPA in Canada 2 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 2 CPE Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 2 CPD Eligible
Finance for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 2 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 2 CE Eligible
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 332259) (Valid upto : Dec 31, 2025) 2 CE Approved
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 2 CE Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 2 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 2 CE Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE Eligible
Investment Management for Financial Risk Manager (FRM) 2 CPD Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 2 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
CPA - Ireland 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Finance for CIPM 2 PL Eligible
Finance for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Finance for CPA in Canada 2 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 2 CPE Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 2 CPD Eligible
Finance for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 2 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 2 CE Eligible
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 332259) (Valid upto : Dec 31, 2025) 2 CE Approved
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 2 CE Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 2 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 2 CE Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE Eligible
Investment Management for Financial Risk Manager (FRM) 2 CPD Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 2 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
CPA - Ireland 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Finance for CIPM 2 PL Eligible
Finance for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Finance for CPA in Canada 2 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 2 CPE Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 2 CPD Eligible
Finance for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 2 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 2 CE Eligible
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 332259) (Valid upto : Dec 31, 2025) 2 CE Approved
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 2 CE Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 2 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 2 CE Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE Eligible
Investment Management for Financial Risk Manager (FRM) 2 CPD Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 2 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
CPA - Ireland 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Finance for CIPM 2 PL Eligible
Finance for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
  • Analyze risk-reward across option strategies for potential trading opportunities.
  • Calculate optimal prices for informed buy/sell decisions in options trading.
  • Interpret hockey stick diagrams to visualize option strategy payoffs effectively.
40. Investment Real Estate Cash Flow Demystified: Practical Insights for Advisors
2 Hours

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Finance for CPA in Canada 2 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 2 CPE Eligible
Finance for Accredited in Business Valuation (ABV) 2 CPD Eligible
Personal Financial Specialist (PFS) 2 CPD Eligible
Chartered Financial Analyst (CFA) 2 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Certified Government Financial Manager (CGFM) 2 CPE Eligible
Chartered Financial Consultant (ChFC) 2 CE Eligible
Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 332235) (Valid upto : Dec 31, 2025) 2 CE Approved
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Certified Wealth Strategist (CWS) 2 CE Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Retirement Income Certified Professional (RICP) 2 CE Eligible
Wealth Management Certified Professional (WMCP) 2 CE Eligible
Financial Services Certified Professional (FSCP) 2 CE Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE Eligible
Finance for Financial Risk Manager (FRM) 2 CPD Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Managing investment portfolio for Certified Treasury Professional (CTP) 2 CE Eligible
Corporate Finance, Deals and Transaction Advisory for Chartered Business Valuator (CBV) 2 CPD Eligible
Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
Common financial investments/ decision types for Certified FP&A Professional (FP&A) 2 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Chartered Advisor in Senior Living (CASL) 2 CE Eligible
CPA - Ireland 2 CPD Eligible
CIPM 2 PL Eligible
Chartered Accountants - Scotland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Finance for CPA in Canada 2 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 2 CPE Eligible
Finance for Accredited in Business Valuation (ABV) 2 CPD Eligible
Personal Financial Specialist (PFS) 2 CPD Eligible
Chartered Financial Analyst (CFA) 2 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Certified Government Financial Manager (CGFM) 2 CPE Eligible
Chartered Financial Consultant (ChFC) 2 CE Eligible
Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 332235) (Valid upto : Dec 31, 2025) 2 CE Approved
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Certified Wealth Strategist (CWS) 2 CE Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Retirement Income Certified Professional (RICP) 2 CE Eligible
Wealth Management Certified Professional (WMCP) 2 CE Eligible
Financial Services Certified Professional (FSCP) 2 CE Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE Eligible
Finance for Financial Risk Manager (FRM) 2 CPD Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Managing investment portfolio for Certified Treasury Professional (CTP) 2 CE Eligible
Corporate Finance, Deals and Transaction Advisory for Chartered Business Valuator (CBV) 2 CPD Eligible
Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
Common financial investments/ decision types for Certified FP&A Professional (FP&A) 2 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Chartered Advisor in Senior Living (CASL) 2 CE Eligible
CPA - Ireland 2 CPD Eligible
CIPM 2 PL Eligible
Chartered Accountants - Scotland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Finance for CPA in Canada 2 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 2 CPE Eligible
Finance for Accredited in Business Valuation (ABV) 2 CPD Eligible
Personal Financial Specialist (PFS) 2 CPD Eligible
Chartered Financial Analyst (CFA) 2 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Certified Government Financial Manager (CGFM) 2 CPE Eligible
Chartered Financial Consultant (ChFC) 2 CE Eligible
Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 332235) (Valid upto : Dec 31, 2025) 2 CE Approved
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Certified Wealth Strategist (CWS) 2 CE Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Retirement Income Certified Professional (RICP) 2 CE Eligible
Wealth Management Certified Professional (WMCP) 2 CE Eligible
Financial Services Certified Professional (FSCP) 2 CE Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE Eligible
Finance for Financial Risk Manager (FRM) 2 CPD Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Managing investment portfolio for Certified Treasury Professional (CTP) 2 CE Eligible
Corporate Finance, Deals and Transaction Advisory for Chartered Business Valuator (CBV) 2 CPD Eligible
Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
Common financial investments/ decision types for Certified FP&A Professional (FP&A) 2 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Chartered Advisor in Senior Living (CASL) 2 CE Eligible
CPA - Ireland 2 CPD Eligible
CIPM 2 PL Eligible
Chartered Accountants - Scotland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
  • Analyze critical components of the real estate cash flow model.
  • Evaluate the impact of leverage and financing on cash flow outcomes.
  • Identify advice gaps in cash flow analysis and their client impacts.
41. Unlocking Financial Wellness: Longevity Planning for a Prosperous Retirement
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Retirement and Financial Independence Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Retirement Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Retirement Savings and Income Planning for Certified Financial Planner (CFP-US) (Approval No. 332300) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Retirement Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Retirement Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for CIPM 1 PL Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Retirement and Financial Independence Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Retirement Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Retirement Savings and Income Planning for Certified Financial Planner (CFP-US) (Approval No. 332300) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Retirement Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Retirement Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for CIPM 1 PL Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Retirement and Financial Independence Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Retirement Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Retirement Savings and Income Planning for Certified Financial Planner (CFP-US) (Approval No. 332300) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Retirement Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Retirement Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for CIPM 1 PL Eligible
  • Analyze longevity trends and their impact on retirement income planning.
  • Identify strategies for managing healthcare costs and long-term care expenses
  • Explore estate planning techniques to efficiently transfer and preserve wealth.
42. The New Investment Paradigm: Enhanced Returns, Reduced Risks
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Investment Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 332295) (Valid upto : Dec 31, 2025) 1 CE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Certified Investment Management Analyst (CIMA) (Approval No. 24MYCPE004) (Valid upto : Dec 31, 2025) 1 CE Approved
Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 24MYCPE004) (Valid upto : Dec 31, 2025) 1 CE Approved
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Financial Risk Manager (FRM) 1 CPD Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Finance for Retirement Management Advisor (RMA) (Approval No. 24MYCPE004) (Valid upto : Dec 31, 2025) 1 CE Approved
Chartered Business Valuator (CBV) 1 CPD Eligible
Investment Planning for Certified Financial Planner - Canada (Approval No. 15043) (Valid upto : Feb 28, 2026) 1 CE Approved
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Finance for CIPM 1 PL Eligible
Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 15043) (Valid upto : Feb 28, 2026) 1 CE Approved
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Investment Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 332295) (Valid upto : Dec 31, 2025) 1 CE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Certified Investment Management Analyst (CIMA) (Approval No. 24MYCPE004) (Valid upto : Dec 31, 2025) 1 CE Approved
Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 24MYCPE004) (Valid upto : Dec 31, 2025) 1 CE Approved
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Financial Risk Manager (FRM) 1 CPD Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Finance for Retirement Management Advisor (RMA) (Approval No. 24MYCPE004) (Valid upto : Dec 31, 2025) 1 CE Approved
Chartered Business Valuator (CBV) 1 CPD Eligible
Investment Planning for Certified Financial Planner - Canada (Approval No. 15043) (Valid upto : Feb 28, 2026) 1 CE Approved
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Finance for CIPM 1 PL Eligible
Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 15043) (Valid upto : Feb 28, 2026) 1 CE Approved
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Investment Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 332295) (Valid upto : Dec 31, 2025) 1 CE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Certified Investment Management Analyst (CIMA) (Approval No. 24MYCPE004) (Valid upto : Dec 31, 2025) 1 CE Approved
Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 24MYCPE004) (Valid upto : Dec 31, 2025) 1 CE Approved
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Financial Risk Manager (FRM) 1 CPD Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Finance for Retirement Management Advisor (RMA) (Approval No. 24MYCPE004) (Valid upto : Dec 31, 2025) 1 CE Approved
Chartered Business Valuator (CBV) 1 CPD Eligible
Investment Planning for Certified Financial Planner - Canada (Approval No. 15043) (Valid upto : Feb 28, 2026) 1 CE Approved
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Finance for CIPM 1 PL Eligible
Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 15043) (Valid upto : Feb 28, 2026) 1 CE Approved
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
  • Analyze risk in traditional 60/40 portfolios, skewed towards equities.
  • Explain how incorporating diverse risk sources enhances portfolio efficiency.
  • Identify diversification benefits of alternative investments in portfolio optimization.
43. Stocks Unplugged: A Holistic Approach to Unique Investment Strategies
3 Hours

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 3 CPE Approved
Finance for CPA in Canada 3 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 3 CPD Eligible
Finance for Chartered Global Management Accountants (CGMA) 3 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 3 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 3 CPE Eligible
Investments for Chartered Financial Consultant (ChFC) 3 CE Eligible
Association of Chartered Certified Accountants (ACCA) 3 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 3 CE Eligible
Chartered Accountant - ICAEW 3 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 3 CE Eligible
Investments for Retirement Income Certified Professional (RICP) 3 CE Eligible
Investments for Wealth Management Certified Professional (WMCP) 3 CE Eligible
Investments for Financial Services Certified Professional (FSCP) 3 CE Eligible
Investment Management for Financial Risk Manager (FRM) 3 CPD Eligible
Professional Development for Personal Financial Planner (PFP) 3 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 3 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 3 CPE Eligible
Corporate Finance, Deals and Transaction Advisory for Chartered Business Valuator (CBV) 3 CPD Eligible
Financial Planning for Chartered Life Underwriter (CLU) 3 CE Eligible
Professional Development for Certified International Wealth Manager (CIWM) 3 CE Eligible
Investments for Chartered Special Needs Consultant (ChSNC) 3 CE Eligible
CPA - Ireland 3 CPD Eligible
Chartered Accountants - Scotland 3 CPD Eligible
Chartered Accountants - Ireland (CAI) 3 CPD Eligible
Investments for Chartered Advisor in Senior Living (CASL) 3 CE Eligible
Common financial investments/ decision types for Certified FP&A Professional (FP&A) 3 CE Eligible
Investment Decision Making for CIPM 3 PL Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 3 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 3 CPE Approved
Finance for CPA in Canada 3 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 3 CPD Eligible
Finance for Chartered Global Management Accountants (CGMA) 3 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 3 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 3 CPE Eligible
Investments for Chartered Financial Consultant (ChFC) 3 CE Eligible
Association of Chartered Certified Accountants (ACCA) 3 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 3 CE Eligible
Chartered Accountant - ICAEW 3 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 3 CE Eligible
Investments for Retirement Income Certified Professional (RICP) 3 CE Eligible
Investments for Wealth Management Certified Professional (WMCP) 3 CE Eligible
Investments for Financial Services Certified Professional (FSCP) 3 CE Eligible
Investment Management for Financial Risk Manager (FRM) 3 CPD Eligible
Professional Development for Personal Financial Planner (PFP) 3 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 3 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 3 CPE Eligible
Corporate Finance, Deals and Transaction Advisory for Chartered Business Valuator (CBV) 3 CPD Eligible
Financial Planning for Chartered Life Underwriter (CLU) 3 CE Eligible
Professional Development for Certified International Wealth Manager (CIWM) 3 CE Eligible
Investments for Chartered Special Needs Consultant (ChSNC) 3 CE Eligible
CPA - Ireland 3 CPD Eligible
Chartered Accountants - Scotland 3 CPD Eligible
Chartered Accountants - Ireland (CAI) 3 CPD Eligible
Investments for Chartered Advisor in Senior Living (CASL) 3 CE Eligible
Common financial investments/ decision types for Certified FP&A Professional (FP&A) 3 CE Eligible
Investment Decision Making for CIPM 3 PL Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 3 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 3 CPE Approved
Finance for CPA in Canada 3 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 3 CPD Eligible
Finance for Chartered Global Management Accountants (CGMA) 3 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 3 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 3 CPE Eligible
Investments for Chartered Financial Consultant (ChFC) 3 CE Eligible
Association of Chartered Certified Accountants (ACCA) 3 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 3 CE Eligible
Chartered Accountant - ICAEW 3 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 3 CE Eligible
Investments for Retirement Income Certified Professional (RICP) 3 CE Eligible
Investments for Wealth Management Certified Professional (WMCP) 3 CE Eligible
Investments for Financial Services Certified Professional (FSCP) 3 CE Eligible
Investment Management for Financial Risk Manager (FRM) 3 CPD Eligible
Professional Development for Personal Financial Planner (PFP) 3 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 3 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 3 CPE Eligible
Corporate Finance, Deals and Transaction Advisory for Chartered Business Valuator (CBV) 3 CPD Eligible
Financial Planning for Chartered Life Underwriter (CLU) 3 CE Eligible
Professional Development for Certified International Wealth Manager (CIWM) 3 CE Eligible
Investments for Chartered Special Needs Consultant (ChSNC) 3 CE Eligible
CPA - Ireland 3 CPD Eligible
Chartered Accountants - Scotland 3 CPD Eligible
Chartered Accountants - Ireland (CAI) 3 CPD Eligible
Investments for Chartered Advisor in Senior Living (CASL) 3 CE Eligible
Common financial investments/ decision types for Certified FP&A Professional (FP&A) 3 CE Eligible
Investment Decision Making for CIPM 3 PL Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 3 CE Eligible
  • Analyze key ratios for effective stock investment decisions.
  • Review the principles of stock portfolio management.
  • Explore advanced concepts to optimize tax efficiency in investing.
44. What To Do When An Investment Strategy Performs Poorly
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Investment Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Corporate Finance, Deals and Transaction Advisory for Chartered Business Valuator (CBV) 1 CPD Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 1 CE Eligible
Professional Development for Certified International Wealth Manager (CIWM) 1 CE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
CPA - Ireland 1 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Finance for CIPM 1 PL Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Investment Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Corporate Finance, Deals and Transaction Advisory for Chartered Business Valuator (CBV) 1 CPD Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 1 CE Eligible
Professional Development for Certified International Wealth Manager (CIWM) 1 CE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
CPA - Ireland 1 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Finance for CIPM 1 PL Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Investment Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Corporate Finance, Deals and Transaction Advisory for Chartered Business Valuator (CBV) 1 CPD Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 1 CE Eligible
Professional Development for Certified International Wealth Manager (CIWM) 1 CE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
CPA - Ireland 1 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Finance for CIPM 1 PL Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
  • Analyze how diversification mitigates risk through unique sources of performance.
  • Identify behavioural biases that undermine investment discipline and success.
  • Discuss the importance of ignoring tracking variance for effective investing.
45. Why Minimizing the Costs of Investment Products Should be a Priority of Advisors
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Finance for Accredited in Business Valuation (ABV) 1 CPD Eligible
Investment Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Investment Decision Making for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Financial planning or analysis for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Investments for Chartered Financial Consultant (ChFC) 1 CE Eligible
Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 332305) (Valid upto : Dec 31, 2025) 1 CE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Investments for Retirement Income Certified Professional (RICP) 1 CE Eligible
Investments for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Investments for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Certified Valuation Analyst (CVA) 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
Managing investment portfolio for Certified Treasury Professional (CTP) 1 CE Eligible
Investments for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Investment Planning for Certified Financial Planner - Canada (Approval No. 14026) (Valid upto : Sep 26, 2025) 1 CE Approved
Investments for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Common financial investments/ decision types for Certified FP&A Professional (FP&A) 1 CE Eligible
Investment Decision Making for CIPM 1 PL Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 14026) (Valid upto : Sep 26, 2025) 1 CE Approved
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Finance for Accredited in Business Valuation (ABV) 1 CPD Eligible
Investment Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Investment Decision Making for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Financial planning or analysis for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Investments for Chartered Financial Consultant (ChFC) 1 CE Eligible
Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 332305) (Valid upto : Dec 31, 2025) 1 CE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Investments for Retirement Income Certified Professional (RICP) 1 CE Eligible
Investments for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Investments for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Certified Valuation Analyst (CVA) 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
Managing investment portfolio for Certified Treasury Professional (CTP) 1 CE Eligible
Investments for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Investment Planning for Certified Financial Planner - Canada (Approval No. 14026) (Valid upto : Sep 26, 2025) 1 CE Approved
Investments for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Common financial investments/ decision types for Certified FP&A Professional (FP&A) 1 CE Eligible
Investment Decision Making for CIPM 1 PL Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 14026) (Valid upto : Sep 26, 2025) 1 CE Approved
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Finance for Accredited in Business Valuation (ABV) 1 CPD Eligible
Investment Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Investment Decision Making for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Financial planning or analysis for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Investments for Chartered Financial Consultant (ChFC) 1 CE Eligible
Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 332305) (Valid upto : Dec 31, 2025) 1 CE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Investments for Retirement Income Certified Professional (RICP) 1 CE Eligible
Investments for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Investments for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Certified Valuation Analyst (CVA) 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
Managing investment portfolio for Certified Treasury Professional (CTP) 1 CE Eligible
Investments for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Investment Planning for Certified Financial Planner - Canada (Approval No. 14026) (Valid upto : Sep 26, 2025) 1 CE Approved
Investments for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Common financial investments/ decision types for Certified FP&A Professional (FP&A) 1 CE Eligible
Investment Decision Making for CIPM 1 PL Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 14026) (Valid upto : Sep 26, 2025) 1 CE Approved
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
  • Analyze direct and indirect costs of mutual funds and ETFs.
  • Explore the significance of cost analysis in fund evaluation.
  • Leverage cost analysis for a competitive advantage in advisory practices.
46. Fundamentals of Defined Benefit Plans
2 Hours

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Retirement and Financial Independence Planning for Personal Financial Specialist (PFS) 2 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 2 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 2 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 2 CE Eligible
Trust and Estate Practitioners (TEP) 2 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Retirement Planning for Retirement Income Certified Professional (RICP) 2 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 2 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
Employee Benefit Planning for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
Retirement Planning for CIPM 2 PL Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Retirement and Financial Independence Planning for Personal Financial Specialist (PFS) 2 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 2 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 2 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 2 CE Eligible
Trust and Estate Practitioners (TEP) 2 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Retirement Planning for Retirement Income Certified Professional (RICP) 2 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 2 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
Employee Benefit Planning for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
Retirement Planning for CIPM 2 PL Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Retirement and Financial Independence Planning for Personal Financial Specialist (PFS) 2 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 2 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 2 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 2 CE Eligible
Trust and Estate Practitioners (TEP) 2 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Retirement Planning for Retirement Income Certified Professional (RICP) 2 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 2 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
Employee Benefit Planning for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
Retirement Planning for CIPM 2 PL Eligible
  • Analyze core provisions and funding concepts of Defined Benefit Plans.
  • Discuss the operation and benefits of defined benefit plans.
  • Review alternative forms of defined benefit plans for implementation.
47. Utilizing the Barbell Strategy in Interest Rate Uncertainty
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 332302) (Valid upto : Dec 31, 2025) 1 CE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE025) (Valid upto : Dec 31, 2025) 1 CE Approved
Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE025) (Valid upto : Dec 31, 2025) 1 CE Approved
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Investment Planning for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Managing investment portfolio for Certified Treasury Professional (CTP) 1 CE Eligible
Finance for Retirement Management Advisor (RMA) (Approval No. 23MYCPE025) (Valid upto : Dec 31, 2025) 1 CE Approved
Behavioural investing for Certified International Wealth Manager (CIWM) 1 CE Eligible
Investment Planning for Certified Financial Planner - Canada (Approval No. 13361) (Valid upto : May 22, 2025) 1 CE Approved
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 13361) (Valid upto : May 22, 2025) 1 CE Approved
Finance for CIPM 1 PL Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 332302) (Valid upto : Dec 31, 2025) 1 CE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE025) (Valid upto : Dec 31, 2025) 1 CE Approved
Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE025) (Valid upto : Dec 31, 2025) 1 CE Approved
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Investment Planning for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Managing investment portfolio for Certified Treasury Professional (CTP) 1 CE Eligible
Finance for Retirement Management Advisor (RMA) (Approval No. 23MYCPE025) (Valid upto : Dec 31, 2025) 1 CE Approved
Behavioural investing for Certified International Wealth Manager (CIWM) 1 CE Eligible
Investment Planning for Certified Financial Planner - Canada (Approval No. 13361) (Valid upto : May 22, 2025) 1 CE Approved
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 13361) (Valid upto : May 22, 2025) 1 CE Approved
Finance for CIPM 1 PL Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 332302) (Valid upto : Dec 31, 2025) 1 CE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE025) (Valid upto : Dec 31, 2025) 1 CE Approved
Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE025) (Valid upto : Dec 31, 2025) 1 CE Approved
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Investment Planning for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Managing investment portfolio for Certified Treasury Professional (CTP) 1 CE Eligible
Finance for Retirement Management Advisor (RMA) (Approval No. 23MYCPE025) (Valid upto : Dec 31, 2025) 1 CE Approved
Behavioural investing for Certified International Wealth Manager (CIWM) 1 CE Eligible
Investment Planning for Certified Financial Planner - Canada (Approval No. 13361) (Valid upto : May 22, 2025) 1 CE Approved
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 13361) (Valid upto : May 22, 2025) 1 CE Approved
Finance for CIPM 1 PL Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
  • Analyze current economic indicators to inform interest rate expectations.
  • Discuss the influence of fear on investment decision-making.
  • Identify strategies to adapt to changing market sentiments effectively.
48. Using a Fixed-Income Ladder in Changing Interest Rate Scenarios
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Finance for CIPM 1 PL Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Finance for CIPM 1 PL Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Finance for CIPM 1 PL Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
  • Analyze tax equivalency between tax-free and taxable fixed-income investments.
  • Explore current economic conditions and future prospects for fixed income.
  • Implement a fixed-income ladder within a broader investment portfolio.
49. Market Volatility – How Can I CYA My CASH When the Market Decides to Turn
1.5 Hours

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Finance for CPA in Canada 1.5 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1.5 CPE Eligible
Finance for Accredited in Business Valuation (ABV) 1.5 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1.5 CPD Eligible
Investment Decision Making for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 1.5 CPE Eligible
Investments for Chartered Financial Consultant (ChFC) 1.5 CE Eligible
Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 332258) (Valid upto : Dec 31, 2025) 1.5 CE Approved
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1.5 CE Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1.5 CE Eligible
Investments for Retirement Income Certified Professional (RICP) 1.5 CE Eligible
Investments for Wealth Management Certified Professional (WMCP) 1.5 CE Eligible
Investments for Financial Services Certified Professional (FSCP) 1.5 CE Eligible
Finance for Certified Valuation Analyst (CVA) 1.5 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Managing investment portfolio for Certified Treasury Professional (CTP) 1.5 CE Eligible
Risk Management Techniques for Certified International Wealth Manager (CIWM) 1.5 CE Eligible
Investment Planning for Certified Financial Planner - Canada (Approval No. 13360) (Valid upto : May 22, 2025) 1.5 CE Approved
Investments for Chartered Special Needs Consultant (ChSNC) 1.5 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1.5 CPE Eligible
Common financial investments/ decision types for Certified FP&A Professional (FP&A) 1.5 CE Eligible
Investment Decision Making for CIPM 1.5 PL Eligible
CPA - Ireland 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 13360) (Valid upto : May 22, 2025) 1.5 CE Approved
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
Investments for Chartered Advisor in Senior Living (CASL) 1.5 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Finance for CPA in Canada 1.5 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1.5 CPE Eligible
Finance for Accredited in Business Valuation (ABV) 1.5 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1.5 CPD Eligible
Investment Decision Making for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 1.5 CPE Eligible
Investments for Chartered Financial Consultant (ChFC) 1.5 CE Eligible
Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 332258) (Valid upto : Dec 31, 2025) 1.5 CE Approved
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1.5 CE Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1.5 CE Eligible
Investments for Retirement Income Certified Professional (RICP) 1.5 CE Eligible
Investments for Wealth Management Certified Professional (WMCP) 1.5 CE Eligible
Investments for Financial Services Certified Professional (FSCP) 1.5 CE Eligible
Finance for Certified Valuation Analyst (CVA) 1.5 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Managing investment portfolio for Certified Treasury Professional (CTP) 1.5 CE Eligible
Risk Management Techniques for Certified International Wealth Manager (CIWM) 1.5 CE Eligible
Investment Planning for Certified Financial Planner - Canada (Approval No. 13360) (Valid upto : May 22, 2025) 1.5 CE Approved
Investments for Chartered Special Needs Consultant (ChSNC) 1.5 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1.5 CPE Eligible
Common financial investments/ decision types for Certified FP&A Professional (FP&A) 1.5 CE Eligible
Investment Decision Making for CIPM 1.5 PL Eligible
CPA - Ireland 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 13360) (Valid upto : May 22, 2025) 1.5 CE Approved
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
Investments for Chartered Advisor in Senior Living (CASL) 1.5 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Finance for CPA in Canada 1.5 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1.5 CPE Eligible
Finance for Accredited in Business Valuation (ABV) 1.5 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1.5 CPD Eligible
Investment Decision Making for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 1.5 CPE Eligible
Investments for Chartered Financial Consultant (ChFC) 1.5 CE Eligible
Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 332258) (Valid upto : Dec 31, 2025) 1.5 CE Approved
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1.5 CE Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1.5 CE Eligible
Investments for Retirement Income Certified Professional (RICP) 1.5 CE Eligible
Investments for Wealth Management Certified Professional (WMCP) 1.5 CE Eligible
Investments for Financial Services Certified Professional (FSCP) 1.5 CE Eligible
Finance for Certified Valuation Analyst (CVA) 1.5 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Managing investment portfolio for Certified Treasury Professional (CTP) 1.5 CE Eligible
Risk Management Techniques for Certified International Wealth Manager (CIWM) 1.5 CE Eligible
Investment Planning for Certified Financial Planner - Canada (Approval No. 13360) (Valid upto : May 22, 2025) 1.5 CE Approved
Investments for Chartered Special Needs Consultant (ChSNC) 1.5 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1.5 CPE Eligible
Common financial investments/ decision types for Certified FP&A Professional (FP&A) 1.5 CE Eligible
Investment Decision Making for CIPM 1.5 PL Eligible
CPA - Ireland 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 13360) (Valid upto : May 22, 2025) 1.5 CE Approved
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
Investments for Chartered Advisor in Senior Living (CASL) 1.5 CE Eligible
  • Identify consumer tolerance for risk in financial decisions.
  • Discuss various types of risks with clients effectively.
  • Implement tailored risk assessment plans for each client.
50. Strategic Brilliance: Marketing and Positioning Annuities for Success
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Retirement and Financial Independence Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Retirement Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 332285) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Retirement Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Retirement Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Retirement Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Finance for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Retirement Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Retirement Planning for CIPM 1 PL Eligible
Retirement Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Retirement and Financial Independence Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Retirement Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 332285) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Retirement Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Retirement Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Retirement Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Finance for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Retirement Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Retirement Planning for CIPM 1 PL Eligible
Retirement Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Retirement and Financial Independence Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Retirement Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 332285) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Retirement Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Retirement Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Retirement Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Finance for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Retirement Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Retirement Planning for CIPM 1 PL Eligible
Retirement Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
  • Analyze client financial needs to enhance annuity marketing strategies.
  • Discuss client-focused messages that communicate annuity benefits effectively.
  • Identify target audiences to tailor marketing efforts for impact.
51. What the Advisor Should Know about the Living Benefits of a Life Insurance Policy
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Risk management planning (incl. Life Insurance) for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Life Insurance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Life Insurance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Life Insurance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Investment Planning for Certified Divorce Financial Analyst (CDFA) (Valid upto : Aug 30, 2025) 1 CE Approved
Gift And Estate Planning for Certified Valuation Analyst (CVA) 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
Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) 1 CE Eligible
Life Insurance for Chartered Life Underwriter (CLU) 1 CE Eligible
Life Insurance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Gift And Estate Planning for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Finance for CIPM 1 PL Eligible
Life Insurance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Risk management planning (incl. Life Insurance) for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Life Insurance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Life Insurance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Life Insurance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Investment Planning for Certified Divorce Financial Analyst (CDFA) (Valid upto : Aug 30, 2025) 1 CE Approved
Gift And Estate Planning for Certified Valuation Analyst (CVA) 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
Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) 1 CE Eligible
Life Insurance for Chartered Life Underwriter (CLU) 1 CE Eligible
Life Insurance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Gift And Estate Planning for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Finance for CIPM 1 PL Eligible
Life Insurance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Risk management planning (incl. Life Insurance) for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Life Insurance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Life Insurance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Life Insurance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Investment Planning for Certified Divorce Financial Analyst (CDFA) (Valid upto : Aug 30, 2025) 1 CE Approved
Gift And Estate Planning for Certified Valuation Analyst (CVA) 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
Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) 1 CE Eligible
Life Insurance for Chartered Life Underwriter (CLU) 1 CE Eligible
Life Insurance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Gift And Estate Planning for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Finance for CIPM 1 PL Eligible
Life Insurance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
  • Discuss life insurance as a valuable asset class.
  • Explore lesser-known living benefits of life insurance policies.
  • Analyze tax-favored strategies for maximizing life insurance benefits.
52. Beneficiary Planning After Divorce
1 Hour

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 332199) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Divorce Topics for Certified Divorce Financial Analyst (CDFA) (Valid upto : Jun 24, 2025) 1 CE Approved
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Finance for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Financial Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Professional Development for Certified International Wealth Manager (CIWM) 1 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
Finance for CIPM 1 PL Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 332199) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Divorce Topics for Certified Divorce Financial Analyst (CDFA) (Valid upto : Jun 24, 2025) 1 CE Approved
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Finance for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Financial Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Professional Development for Certified International Wealth Manager (CIWM) 1 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
Finance for CIPM 1 PL Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 332199) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Divorce Topics for Certified Divorce Financial Analyst (CDFA) (Valid upto : Jun 24, 2025) 1 CE Approved
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Finance for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Financial Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Professional Development for Certified International Wealth Manager (CIWM) 1 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
Finance for CIPM 1 PL Eligible
  • Explore why beneficiary elections are critical.
  • Identify the potential danger of not redoing these elections immediately post-divorce.
  • Know how to discuss these changes with clients in the emotional distress of a divorce.
53. Financial Planning for Higher Education Costs
2 Hours

On Demand Credits for Listed Qualifications

Nano Credits for Listed Qualifications

On Demand Credits for Listed Qualifications

License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Enrolled Agents (EA) (Approval No. GEHNZ-T-02162-24-S) 2 CE Approved
Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02162-24-S) 2 CE Approved
California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1748) 2 CE Approved
Taxes for Personal Financial Specialist (PFS) 2 CPD Eligible
Chartered Financial Analyst (CFA) 2 PL Eligible
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Chartered Financial Consultant (ChFC) 2 CE Eligible
Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02162-24-S) 2 CE Approved
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 332969) (Valid upto : Dec 31, 2025) 2 CE Approved
Taxes for Certified Wealth Strategist (CWS) 2 CE Eligible
Trust and Estate Practitioners (TEP) 2 CPD Eligible
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Taxes for Retirement Income Certified Professional (RICP) 2 CE Eligible
LTC (Approval No. GEHNZ-T-02162-24-S) 2 CE Eligible
Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 2 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 2 CE Eligible
Financial Planning for Certified Divorce Financial Analyst (CDFA) (Valid upto : Dec 09, 2025) 2 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02162-24-S) 2 CE Approved
Chartered Advisor in Philanthropy (CAP) 2 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
Chartered Life Underwriter (CLU) 2 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
Taxes for CIPM 2 PL Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Enrolled Agents (EA) (Approval No. GEHNZ-T-02162-24-S) 2 CE Approved
Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02162-24-S) 2 CE Approved
California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1748) 2 CE Approved
Taxes for Personal Financial Specialist (PFS) 2 CPD Eligible
Chartered Financial Analyst (CFA) 2 PL Eligible
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Chartered Financial Consultant (ChFC) 2 CE Eligible
Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02162-24-S) 2 CE Approved
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 332969) (Valid upto : Dec 31, 2025) 2 CE Approved
Taxes for Certified Wealth Strategist (CWS) 2 CE Eligible
Trust and Estate Practitioners (TEP) 2 CPD Eligible
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Taxes for Retirement Income Certified Professional (RICP) 2 CE Eligible
LTC (Approval No. GEHNZ-T-02162-24-S) 2 CE Eligible
Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 2 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 2 CE Eligible
Financial Planning for Certified Divorce Financial Analyst (CDFA) (Valid upto : Dec 09, 2025) 2 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02162-24-S) 2 CE Approved
Chartered Advisor in Philanthropy (CAP) 2 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
Chartered Life Underwriter (CLU) 2 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
Taxes for CIPM 2 PL Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Enrolled Agents (EA) (Approval No. GEHNZ-T-02162-24-S) 2 CE Approved
Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02162-24-S) 2 CE Approved
California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1748) 2 CE Approved
Taxes for Personal Financial Specialist (PFS) 2 CPD Eligible
Chartered Financial Analyst (CFA) 2 PL Eligible
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Chartered Financial Consultant (ChFC) 2 CE Eligible
Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02162-24-S) 2 CE Approved
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 332969) (Valid upto : Dec 31, 2025) 2 CE Approved
Taxes for Certified Wealth Strategist (CWS) 2 CE Eligible
Trust and Estate Practitioners (TEP) 2 CPD Eligible
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Taxes for Retirement Income Certified Professional (RICP) 2 CE Eligible
LTC (Approval No. GEHNZ-T-02162-24-S) 2 CE Eligible
Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 2 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 2 CE Eligible
Financial Planning for Certified Divorce Financial Analyst (CDFA) (Valid upto : Dec 09, 2025) 2 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02162-24-S) 2 CE Approved
Chartered Advisor in Philanthropy (CAP) 2 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
Chartered Life Underwriter (CLU) 2 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
Taxes for CIPM 2 PL Eligible
  • Explain educational incentives and rules for tax credits and savings accounts.
  • Highlight drawbacks of IRA withdrawals and estate planning for tuition.
  • Discuss pros/cons of Educational Savings Bonds and 2024 SECURE 2.0 Act.
Disclaimer : Before attending any course, please verify that the credit details align with your qualification requirements. This certificate is designed to help you acquire new skills and knowledge, which may or may not fulfill specific compliance criteria. While we have made every effort to ensure our courses adhere to compliance standards, we recommend reviewing the details to confirm applicability for your needs.

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Frequently Asked Questions

The Certification in Personal Finance (CPF) provides a comprehensive overview of personal finance, covering essential topics like financial markets, budgeting strategies, and advanced investment options such as REITs and crypto assets. It also explores critical areas like life insurance fundamentals, retirement planning, and Social Security strategies. In addition, the course delves into behavioral finance, risk management, and holistic tax planning, equipping you with the skills to develop resilient financial plans. By completing this certification, you’ll gain a well-rounded understanding of personal finance strategies to better serve your clients.

The Certification in Personal Finance (CPF) equips you with actionable knowledge and practical skills for advanced financial advising. You’ll learn how to create comprehensive financial strategies, manage client portfolios with diverse investment options, and provide tailored retirement and tax planning solutions. The course emphasizes holistic planning, giving you insights into behavioral finance and risk management that will help you address clients' unique needs. These valuable skills will enhance your ability to guide clients toward financial security, making you a trusted and versatile personal finance advisor.

Certificate course is created by a qualified and experienced instructor(s). myCPE Certificate Courses includes Self-study Courses. Most of the courses are in the form of On-demand Videos. The Self-study Video courses in Certificate courses may be Live recorded presentations converted into Self Study (On-Demand Videos).

You can take your time and attend the course at your own pace. You can take exam unlimited time. So, don’t worry, if you are not able to pass an exam. You will be getting a chance to attend the exam again.

After completion of each course of this Certification Programs, you will be able to download a certificate with the course title and number of hours. Certificates, as well as your study records, are stored for life and you can access them anytime. Certificates are valid proof for your continuing education credits and you can also add it as an additional designation.

Once you register you will have complete access to all the courses of this Certification Programs. The self-study format allows you to access the material online 24x7 and study at your own pace.

As per NASBA guidelines, you have one year from date of purchase of your certificate to complete each program. After completion of each course, you can attend final exam any time and get CPE Credit instantly. You can retake the exam multiple times without any additional charges.

Course have minimum passing score of 70% in the final exam and you can take multiple attempts of the said exam.

Our video player tracks & stores the watch time and will show you in the progress bar. But you make sure that you don’t fast forward or manually try to move the progress bar. If you have fast forwarded the video or tried to manually move the progress bar of the video. System wouldn’t capture your watch time. So please, let the video go on its own. However, being on-demand video you can pause and play and whenever you want and you can watch it in pieces. It will pick up from where you left off. So, for a self study courses you will have to
1. Complete the entire video 100%.
2. Answer all the review questions correctly. The review questions are at the bottom of the same page where you are viewing the course video.
3. Once you have watched the whole video and answered all the review questions, the Final Quiz will open up. You need to score more than 70% in the Final Quiz to avail your CPE credit. Multiple attempts are allowed for submitting Review and Final Quiz questions.
4. Once you have completed the Review and Final quiz questions, you shall be able to download the credit certificate from the ‘My Certificates’ section. Kindly ensure you have allowed Multiple File download from your web browser to download all certificates.
5. You can download individual certificate from your "Account" as well as from this page once you complete a particular courses. Also, you can download "Consolidated Certificate" from the package page or from your account.

A Self-study course is a recorded video (If it’s a recording of a live course you may see polling questions appearing on the screen. You do not need to answer the polling questions and just let the video play). Do not fast forward. If you fast forward, we may not be able to capture your watch time and you may be required to watch it multiple times. In order to avail your credits for the self-study course, you need to answer the review questions correctly and complete the entire video. Once you have done that, the Final Quiz will open up in which you need to score a minimum 70% to qualify for the credit. You can attempt multiple times for answering the review questions and Final quiz questions. Once you have completed the Review and Final quiz questions, you shall be able to download the credit certificate from ‘My Certificates’ section.
If neither of the above cases works, please drop an email to support@my-cpe.com or contact our support team through live chat support.

The evaluation form will be sent to attendees in the next 24 hours after passing the final quiz with at least 70% marks. Kindly note that the evaluation form will only be available to attendees who remained logged in till the end of the course and answered all the polling questions.

MY-CPE LLC is PCI Compliant - Approved. myCPE uses a secure payment gateway (Stripe.com) to process your payment details. This payment gateway is in accordance with the PCI-DSS Compliance. Therefore, your payment details are secure through SSL encryption. CLICK HERE to view our PCI compliance certificate. Once you have register for the package and paid for it you shall not be granted any refund unless you are not able to access courses for any reason etc.
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