myCPE
myCPE

Certified Financial Planning Professional (CFPP)

Make a Difference with Your Expertise to Transform Lives.

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Last Updated

January, 2025

Multiple
20.5
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

Unlock the world of opportunities for your clients and propel your success story with expertise in financial planning. Get equipped with strategies for your financial well-being by making smart investment decisions that ensure your estate, retirement, and well-rounded financial security. Develop personalized strategies for unique client requirements maintaining the harmony of wealth and investments. 

Get Deeper Understanding of:

  • Financial need analysis.
  • The concepts of credit and debt for effective financial planning.
  • Budgeting strategy for long-term income security.
  • Personal financial planning for entrepreneurs.

Recommended For:

  • This certification course is aimed to support professionals who support their clients in financial planning and financial well-being such as CPAs, CFPs, CFAs, other finance professionals, and others who play a role in supporting the role of these professionals.
  • The certification course can also provide valuable insights into the role and functions of finance professionals for professionals having aspirations of Financial Planning role and students of Financial Planning.
  • The certification course can also be a good value provider for entrepreneurs, and managers to know more about Financial Planning.

Why take a Certified Financial Planning Professional Program (CFPP) with myCPE?

Resources included

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

Career Opportunities

  • Financial Advisor
  • Financial Analyst
  • Personal Financial Counselor
  • Wealth Manager
  • Financial Consultant
  • Specialist - Financial Planning

Value Addition to your skills

  • Attention to detail
  • Analytical skills
  • Critical thinking skills
  • Problem-solving skills
  • Project Management skills
  • Planning and Organizational skills

Courses

Course Title Time Credits
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
  • To explore definitions of financial planning, their application, and the legislative history that made financial planning significant to the general public. 
  • to recognize the roles planners are subject to including tax, asset protection, privacy rules, special needs of families, etc., and introduce the process of financial planning and risks involved that makes the field important and interesting. 
  • To explore the ethical standards that planners must follow to remain objective and independent.
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
  • To discuss ways of creating liquidity and providing a legacy.
  • To explore ways to understand finance without degrees, and different methods for ensuring profitability
  • To analyze different methods to gain access to one crucial number for your business 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
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
  • To analyze how to implement an introductory plan to help establish trust and rapport, 
  • To create and implement a plan based on objectives as well as measurements of success. 
  • To discuss the client's unplanned and planned income and expenses and analyze 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
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
  • To analyze the long-term financial impact of debt and review debt management strategies.
  • To identify the difference between soft and hard pulls and their relative impact on credit scores.
  • To discuss ways to guide your clients to better financial habits and increased investing.
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
  • To discuss steps widely accepted to take a client’s profile and data and result in an implemented and monitored financial plan.
  • To identify in detail the techniques used to analyze and evaluate the client’s financial status and explore the importance of communication with the client and collaboration with other professionals in implementing the plan.
  • To review methods of developing and representing financial planning recommendations or alternatives, and master the financial planner role as a team member to collaborate with other professionals in implementing and monitoring the 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
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
  • To explain what you have to have in place before deciding on the right type of investment product to invest in.
  • To review or learn what the different investment products available are and what are the key differences.
  • To discuss how to match the products to your overall game 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
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
  • To explore the universal wealth-building principles, and discuss the steps to create your simple wealth-building blueprint.
  • To analyze how those principles work together.
  • To discuss how insurance plays a key role in protecting your money plan and your family.
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
  • To inspect how you can keep your human capital so that they stay loyal to the organization.
  • To discover ways where individuals can start working on things that they are passionate about.
  • To analyze 5 key things individuals can start doing today to get better prepared for their life events.
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
  • To introduce the 3 key investment concepts that will help long-term investors to keep more of their assets without worrying about market volatility.
  • To compare various investment vehicles to pass assets to the next generation either with Real Estate, or other investment vehicles in the Marketplace.
  • To discuss how to use life insurance to secure your investment future.
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
  • To explore how to become financially independent for the rest of your life, and identify strategies for becoming financially independent.
  • To study different ways to become a Millionaire.
  • To differentiate normal budgeting strategies from 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
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
Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
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
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
Retirement Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Certified Treasury Professional (CTP) 1 CE Eligible
Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) 1 CE Eligible
Retirement Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Retirement Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Professional Development for Certified International Wealth Manager (CIWM) 1 CE Eligible
Retirement Planning for Certified Financial Planner - Canada (Approval No. 247507) (Valid upto : Feb 05, 2025) 1 CE Approved
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
Retirement Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 247507) (Valid upto : Feb 05, 2025) 1 CE Approved
Retirement Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Retirement Planning 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
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
Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
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
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
Retirement Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Certified Treasury Professional (CTP) 1 CE Eligible
Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) 1 CE Eligible
Retirement Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Retirement Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Professional Development for Certified International Wealth Manager (CIWM) 1 CE Eligible
Retirement Planning for Certified Financial Planner - Canada (Approval No. 247507) (Valid upto : Feb 05, 2025) 1 CE Approved
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
Retirement Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 247507) (Valid upto : Feb 05, 2025) 1 CE Approved
Retirement Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Retirement Planning 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
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
Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
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
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
Retirement Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Certified Treasury Professional (CTP) 1 CE Eligible
Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) 1 CE Eligible
Retirement Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Retirement Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Professional Development for Certified International Wealth Manager (CIWM) 1 CE Eligible
Retirement Planning for Certified Financial Planner - Canada (Approval No. 247507) (Valid upto : Feb 05, 2025) 1 CE Approved
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
Retirement Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 247507) (Valid upto : Feb 05, 2025) 1 CE Approved
Retirement Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Retirement Planning for CIPM 1 PL Eligible
  • To discuss the current retirement model and analyze various alternatives for investment.
  • To explain strategies to be financially prepared for long-term care. 
  • To analyze how to create a budget and set up your portfolio to produce enough income by determining your withdrawal rate and investment options.
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
Retirement and Financial Independence Planning for Personal Financial Specialist (PFS) 1.5 CPD Eligible
Retirement Planning for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Retirement Planning for Chartered Financial Consultant (ChFC) 1.5 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Certified Wealth Strategist (CWS) 1.5 CE Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Trust and Estate Practitioners (TEP) 1.5 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1.5 CE Eligible
Retirement Planning for Retirement Income Certified Professional (RICP) 1.5 CE Eligible
Retirement Planning for Wealth Management Certified Professional (WMCP) 1.5 CE Eligible
Retirement Planning for Financial Services Certified Professional (FSCP) 1.5 CE Eligible
Finance for Certified Valuation Analyst (CVA) 1.5 CPE 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
Retirement Planning for Chartered Advisor in Philanthropy (CAP) 1.5 CE Eligible
Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) 1.5 CE Eligible
Retirement Planning for Certified Financial Planner - Canada (Approval No. 247506) (Valid upto : Feb 05, 2025) 1.5 CE Approved
Professional Development for Certified International Wealth Manager (CIWM) 1.5 CE Eligible
Retirement Planning for Chartered Life Underwriter (CLU) 1.5 CE Eligible
Retirement Planning for Chartered Special Needs Consultant (ChSNC) 1.5 CE Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1.5 CE Eligible
Retirement Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 247506) (Valid upto : Feb 05, 2025) 1.5 CE Approved
CPA - Ireland 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1.5 CPE Eligible
Retirement Planning for CIPM 1.5 PL Eligible
Retirement Planning 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
Retirement and Financial Independence Planning for Personal Financial Specialist (PFS) 1.5 CPD Eligible
Retirement Planning for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Retirement Planning for Chartered Financial Consultant (ChFC) 1.5 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Certified Wealth Strategist (CWS) 1.5 CE Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Trust and Estate Practitioners (TEP) 1.5 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1.5 CE Eligible
Retirement Planning for Retirement Income Certified Professional (RICP) 1.5 CE Eligible
Retirement Planning for Wealth Management Certified Professional (WMCP) 1.5 CE Eligible
Retirement Planning for Financial Services Certified Professional (FSCP) 1.5 CE Eligible
Finance for Certified Valuation Analyst (CVA) 1.5 CPE 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
Retirement Planning for Chartered Advisor in Philanthropy (CAP) 1.5 CE Eligible
Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) 1.5 CE Eligible
Retirement Planning for Certified Financial Planner - Canada (Approval No. 247506) (Valid upto : Feb 05, 2025) 1.5 CE Approved
Professional Development for Certified International Wealth Manager (CIWM) 1.5 CE Eligible
Retirement Planning for Chartered Life Underwriter (CLU) 1.5 CE Eligible
Retirement Planning for Chartered Special Needs Consultant (ChSNC) 1.5 CE Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1.5 CE Eligible
Retirement Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 247506) (Valid upto : Feb 05, 2025) 1.5 CE Approved
CPA - Ireland 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1.5 CPE Eligible
Retirement Planning for CIPM 1.5 PL Eligible
Retirement Planning 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
Retirement and Financial Independence Planning for Personal Financial Specialist (PFS) 1.5 CPD Eligible
Retirement Planning for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Retirement Planning for Chartered Financial Consultant (ChFC) 1.5 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Certified Wealth Strategist (CWS) 1.5 CE Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Trust and Estate Practitioners (TEP) 1.5 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1.5 CE Eligible
Retirement Planning for Retirement Income Certified Professional (RICP) 1.5 CE Eligible
Retirement Planning for Wealth Management Certified Professional (WMCP) 1.5 CE Eligible
Retirement Planning for Financial Services Certified Professional (FSCP) 1.5 CE Eligible
Finance for Certified Valuation Analyst (CVA) 1.5 CPE 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
Retirement Planning for Chartered Advisor in Philanthropy (CAP) 1.5 CE Eligible
Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) 1.5 CE Eligible
Retirement Planning for Certified Financial Planner - Canada (Approval No. 247506) (Valid upto : Feb 05, 2025) 1.5 CE Approved
Professional Development for Certified International Wealth Manager (CIWM) 1.5 CE Eligible
Retirement Planning for Chartered Life Underwriter (CLU) 1.5 CE Eligible
Retirement Planning for Chartered Special Needs Consultant (ChSNC) 1.5 CE Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1.5 CE Eligible
Retirement Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 247506) (Valid upto : Feb 05, 2025) 1.5 CE Approved
CPA - Ireland 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1.5 CPE Eligible
Retirement Planning for CIPM 1.5 PL Eligible
Retirement Planning for Chartered Advisor in Senior Living (CASL) 1.5 CE Eligible
  • To inspect what is the dream retirement and analyze what are some of the retirement resources.
  • To review the retirement income sources.
  • To identify the pros and cons of different income sources like Real Estate, Stock, Mutual Funds, Private Pension plans, Life Insurance, and Other Businesses.
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
  • To discuss how much money one needs at the time of retirement and analyze how to save enough for retiring comfortably.
  • To inspect budgeting, debt management, and passive income options. 
  • To analyze how to utilize data to project your salary expectations and discuss possible saving, and investing schedules.
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
  • To explore life-objective, how it relates to money, and the root cause of what stops you from attaining your wants. 
  • To discuss how to build a plan to help organize your thoughts and incorporate key elements. 
  • to discuss retirement as a concept, sources of retirement income, and how to plan the unexpected.
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
  • To explain ways to be financially independent as an entrepreneur, and reduce the risk associated with it. 
  • To discuss how to create the retirement income for life with an added cash injection in the latter part of life.
  • To inspect strategies that can be applied to withdraw savings to make them last longer.
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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Comprehensive Financial Planning

“Financial Planning is a very important aspect for everyone. However, clients get scared of some of the aspects. Creating harmony between the objectives is discussed very well. I liked this course for the vast subjects it covers for financial planners.”

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Phyllis Standifer, CWS

Financial Planner

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Valuable Strategies for Entrepreneurs

“The strategies of the financial planning discussed are very crucial. Ethics, history, and guidance specifically for entrepreneurs serve numerous requirements for my practice. The pace of the course is good. I will recommend this course to professionals. ”

Joseph  Bee
Joseph Bee, ChFC

Financial Consultant

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Essential Retirement Insights

“This course covers all the important parts I would have wanted to learn. Retirement resources, strategies, and personal financial plans are very helpful. Insights are simple to understand and the speaker is able to justify time and inputs. It can be useful for professionals and students alike.”

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Gerald Buckner, CPA US

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Frequently Asked Questions

The Certified Financial Planning Professional Program (CFPP) covers a vast area of key subjects. It covers history, regulation, ethics, and an overview of Financial Planning. It covers financial need analysis and personalized financial plans including investment, retirement, etc. It provides special attention to the understanding of credit and debt, financial health, and clarifying the misconceptions related to financial planning. It includes strategies to better manage financial planning such as budgeting and debt management. How you can ensure the income resources to support retirement and other needs is also covered in the course. Thus, the Certified Financial Planning Professional Program provides all-around guidance for Financial Planning.

The Certified Financial Planning Professional Program (CFPP) is very helpful as it covers key aspects for financial planning. It ensures that ethical, historical, and conceptual aspects for long-term financial well-being are covered. It provides overall success guidance for harmonizing investing and wealth strategies that ensure practicing success for professionals. The role of insurance, pension & severance, and Real Estate, is essentially shared once again in selling the concept of the unexpected to the clients for smarter choices. It empowers professionals to work on the guidelines and master them for effective results. It does leave ground for creative thinking and applications that inspires professionals to think for themselves for the unique needs of their clients. Thus, the Certified Financial Planning Professional Program can be very helpful.  

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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