myCPE
myCPE

Personal Finance Certification (PFC)

Leverage the Art of Financial Management and Building Personal Wealth.

Ratings

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Last Updated

February, 2025

Multiple
42.5
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

In the dynamic landscape of personal finance, navigating the intricacies of financial management is crucial. This certification course is designed to foster financial understanding, offering practical insights for effective financial management and thoughtful retirement planning. From mastering need analysis techniques to understanding advanced investment strategies, each module is a strategic step toward financial prosperity. Discover a transformative journey to become a Personal Finance Expert, capable of making informed financial decisions for a secure and prosperous future.

Get Deeper Understanding of:

  • History and significance of personal finance
  • Evolving regulations and ethical challenges
  • Six-step process of Personal financial planning
  • How to maximize Social Security benefits

Recommended For:

  • This certification course is aimed to serve the requirements of professionals who desire to provide better personal financial services to their clients, irrespective of their level of experience.
  • This advanced certification course can prove to be an invaluable resource for business owners and managers working in the personal finance domain
  • Enthusiasts, career changing individuals, and others looking for interesting learning experience on personal finance can gain valuable learning from this course.

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

Resources included

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

Career Opportunities

  • Wealth manager
  • Personal Financial Counselor
  • Financial Advisor
  • Financial Planner
  • Retirement Strategist
  • Investment Advisor

Value Addition to your skills

  • Negotiation and influencing skills
  • Attention to detail and analytical skills
  • Critical thinking skills
  • Problem-solving skills
  • Communication skills
  • Strategic Decision-making skills

Courses

Course Title Time Credits Learning Format
1. AI and Personal Finance – Best Alternatives for Personal Investment Considerations
1 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 332196) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE036) (Valid upto : Dec 31, 2025) 1 CE Approved
Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE036) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Financial Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Finance for Retirement Management Advisor (RMA) (Approval No. 23MYCPE036) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for CIPM 1 PL Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 332196) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE036) (Valid upto : Dec 31, 2025) 1 CE Approved
Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE036) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Financial Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Finance for Retirement Management Advisor (RMA) (Approval No. 23MYCPE036) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for CIPM 1 PL Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
On Demand (video)
  • To gain a comprehensive understanding of how AI is transforming the personal finance landscape.
  • To discuss the ethical implications of AI in personal finance and ways to navigate potential challenges.
  • To stay informed about regulatory compliance requirements related to AI in the financial sector.
2. An Overview of Financial Planning – Definition, History, Regulations and Ethics
2 Hours
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
Financial Planning and Analysis for Certified Treasury Professional (CTP) 2 CE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE 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
Financial Planning and Analysis for Certified Treasury Professional (CTP) 2 CE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE 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
On Demand (video)
  • To discuss the various definitions of financial planning and their application to individuals, firms, and the public.
  • To identify financial planners and the significance of knowing the legislative history that made their profession so significant to their clients and the general public.
  • To identify areas of concern as regulations and standards continue to evolve and the importance of collaboration with other professionals.
3. Behavioral Finance: How to Bring Your Best Instincts to Your Financial Plan
1 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Behavioral Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Certified Divorce Financial Analyst (CDFA) (Valid upto : Oct 20, 2025) 1 CE Approved
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
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 Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Professional Development for Certified International Wealth Manager (CIWM) 1 CE Eligible
Behavioral Finance for CIPM 1 PL Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
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
Behavioral Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Certified Divorce Financial Analyst (CDFA) (Valid upto : Oct 20, 2025) 1 CE Approved
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
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 Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Professional Development for Certified International Wealth Manager (CIWM) 1 CE Eligible
Behavioral Finance for CIPM 1 PL Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
On Demand (video)
  • Explore some of how our behavior may be “Predictably Irrational” (the title of a Dan Ariely book on the topic)
  • Identify some common psychological shortcuts, including “mental accounting,” “the endowment effect,” and “narrow framing,” and learn how to counteract them through conscious planning
  • Consider how to accept our inevitable humanness and still make good planning decisions for the long term
4. Beneficiary Planning After Divorce
1 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 332199) (Valid upto : Dec 31, 2025) 1 CE Approved
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Divorce Topics for Certified Divorce Financial Analyst (CDFA) (Valid upto : Jun 24, 2025) 1 CE Approved
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Finance for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Financial Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Professional Development for Certified International Wealth Manager (CIWM) 1 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Finance for 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
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
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 332199) (Valid upto : Dec 31, 2025) 1 CE Approved
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Divorce Topics for Certified Divorce Financial Analyst (CDFA) (Valid upto : Jun 24, 2025) 1 CE Approved
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Finance for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Financial Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Professional Development for Certified International Wealth Manager (CIWM) 1 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Finance for 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
On Demand (video)
  • Explore the critical nature of beneficiary elections and the risks of not updating them post-divorce.
  • Learn how to navigate emotional conversations with clients during a divorce to address these changes.
  • Understand how discussing beneficiary updates builds trust with clients and highlights their importance.
5. Building Resilience in Personal Finance: Adapting to Uncertainty
1 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Financial Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Financial Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for CIPM 1 PL Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Financial Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Financial Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for CIPM 1 PL Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
On Demand (video)
  • To discuss how disruption impacts our perceptions and actions and recognize the historical data to be better prepared for future events.
  • To identify portfolio strategies to protect against disruption and provide resilience.
  • To identify the steps investment professionals can take to guide in times of high disruption. 
6. College Financial Aid “Secrets” Revealed
1 Hour
License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1 CPE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Financial Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Financial Planning for CIPM 1 PL Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1 CPE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Financial Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Financial Planning for CIPM 1 PL Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
On Demand (video)
  • To analyze the financial aid system and learn how to maximize what your student can receive.
  • To identify the 529 basics and eligibility and determine how to find the best college matches.
  • To discuss how to help families pay for higher education, and learn financial aid policies and strategies for reducing the cost of education through thoughtful planning techniques.
7. Communication with the Financial Planning Client
2 Hours
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Finance for CPA in Canada 2 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 2 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 2 CE Eligible
Certified Treasury Professional (CTP) 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
CPA - Ireland 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 2 CE Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Finance for CPA in Canada 2 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 2 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 2 CE Eligible
Certified Treasury Professional (CTP) 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
CPA - Ireland 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 2 CE Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
On Demand (video)
  • To define communication and interpersonal communication skills, and how they apply to the financial planning engagement.
  • To discuss how different communication techniques can be used to fully understand and identify client objectives and goals.
  • To explain how ongoing communication efforts keep the clients engaged in the process.
8. Converting IRAs to Indexed Universal Life Pros and Cons
2 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-01646-23-S) 2 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-01646-23-S) 2 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1304) 2 CE Approved
Taxes for Personal Financial Specialist (PFS) 2 CPD Eligible
Taxes for Chartered Financial Analyst (CFA) 2 PL Eligible
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Retirement Planning for Chartered Financial Consultant (ChFC) 2 CE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-01646-23-S) 2 CE Approved
Taxes for Certified Wealth Strategist (CWS) 2 CE Eligible
Trust and Estate Practitioners (TEP) 2 CPD Eligible
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Retirement Planning for Retirement Income Certified Professional (RICP) 2 CE Eligible
Taxes for LTC (Approval No. GEHNZ-T-01646-23-S) 2 CE Eligible
Retirement Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 2 CE Eligible
Retirement Planning for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Retirement Planning for Financial Services Certified Professional (FSCP) 2 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01646-23-S) 2 CE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) 2 CE Eligible
Retirement Planning for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
Retirement Planning for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
Retirement Planning for CIPM 2 PL Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-01646-23-S) 2 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-01646-23-S) 2 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1304) 2 CE Approved
Taxes for Personal Financial Specialist (PFS) 2 CPD Eligible
Taxes for Chartered Financial Analyst (CFA) 2 PL Eligible
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Retirement Planning for Chartered Financial Consultant (ChFC) 2 CE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-01646-23-S) 2 CE Approved
Taxes for Certified Wealth Strategist (CWS) 2 CE Eligible
Trust and Estate Practitioners (TEP) 2 CPD Eligible
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Retirement Planning for Retirement Income Certified Professional (RICP) 2 CE Eligible
Taxes for LTC (Approval No. GEHNZ-T-01646-23-S) 2 CE Eligible
Retirement Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 2 CE Eligible
Retirement Planning for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Retirement Planning for Financial Services Certified Professional (FSCP) 2 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01646-23-S) 2 CE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) 2 CE Eligible
Retirement Planning for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
Retirement Planning for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
Retirement Planning for CIPM 2 PL Eligible
On Demand (video)
  • To discuss the benefits of Roth conversion and differentiate between tax-deferred and after-tax retirement savings plans.
  • To analyze what tax-deferred retirement saving is.
  • To discuss the “Tax Bomb” and how to avoid it.
9. Creating and Executing Your Financial Strategy
1 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Retirement Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) 1 CE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Retirement Planning for CIPM 1 PL Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Retirement Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) 1 CE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Retirement Planning for CIPM 1 PL Eligible
On Demand (video)
  • To commit to using new knowledge to achieve a financially secure future.
  • To discuss how to maximize your Social Security benefits.
  • To continue building your puzzle towards financial empowerment.
10. Developing a Personal Financial Plan – The Systematic Process from Data Gathering to Implementation and Monitoring
2 Hours
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
On Demand (video)
  • To discuss in detail the six steps widely accepted to take a client’s profile and data and result in an implemented and monitored financial plan.
  • To review methods of developing and representing financial planning recommendations or alternatives.
  • To explain how to master the financial planner role as a team member to collaborate with other professionals in implementing and monitoring the plan.
11. FERS: Exploring Financial Risk and Behavioral Decisions
1 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Retirement and Financial Independence Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Retirement Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Retirement Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Finance for CIPM 1 PL Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Retirement and Financial Independence Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Retirement Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Retirement Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Finance for CIPM 1 PL Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
On Demand (video)
  • Identify different financial risk categories.
  • Analyze the cycle of decision-making and how to decouple emotions.
  • Study how you approach financial decisions and how to use that knowledge for your best outcome.
12. Financial Planning for Higher Education Costs
2 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Enrolled Agents (EA) (Approval No. GEHNZ-T-02162-24-S) 2 CE Approved
Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02162-24-S) 2 CE Approved
California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1748) 2 CE Approved
Taxes for Personal Financial Specialist (PFS) 2 CPD Eligible
Chartered Financial Analyst (CFA) 2 PL Eligible
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 332969) (Valid upto : Dec 31, 2025) 2 CE Approved
Chartered Financial Consultant (ChFC) 2 CE Eligible
Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02162-24-S) 2 CE Approved
Taxes for Certified Wealth Strategist (CWS) 2 CE Eligible
Trust and Estate Practitioners (TEP) 2 CPD Eligible
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Taxes for Retirement Income Certified Professional (RICP) 2 CE Eligible
LTC (Approval No. GEHNZ-T-02162-24-S) 2 CE Eligible
Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 2 CE Eligible
Financial Planning for Certified Divorce Financial Analyst (CDFA) (Valid upto : Dec 09, 2025) 2 CE Approved
Taxes for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 2 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02162-24-S) 2 CE Approved
Chartered Advisor in Philanthropy (CAP) 2 CE Eligible
Chartered Life Underwriter (CLU) 2 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
Taxes for CIPM 2 PL Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Enrolled Agents (EA) (Approval No. GEHNZ-T-02162-24-S) 2 CE Approved
Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02162-24-S) 2 CE Approved
California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1748) 2 CE Approved
Taxes for Personal Financial Specialist (PFS) 2 CPD Eligible
Chartered Financial Analyst (CFA) 2 PL Eligible
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 332969) (Valid upto : Dec 31, 2025) 2 CE Approved
Chartered Financial Consultant (ChFC) 2 CE Eligible
Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02162-24-S) 2 CE Approved
Taxes for Certified Wealth Strategist (CWS) 2 CE Eligible
Trust and Estate Practitioners (TEP) 2 CPD Eligible
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Taxes for Retirement Income Certified Professional (RICP) 2 CE Eligible
LTC (Approval No. GEHNZ-T-02162-24-S) 2 CE Eligible
Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 2 CE Eligible
Financial Planning for Certified Divorce Financial Analyst (CDFA) (Valid upto : Dec 09, 2025) 2 CE Approved
Taxes for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 2 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02162-24-S) 2 CE Approved
Chartered Advisor in Philanthropy (CAP) 2 CE Eligible
Chartered Life Underwriter (CLU) 2 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
Taxes for CIPM 2 PL Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
On Demand (video)
  • Explain educational incentives, credits, and savings options.
  • Highlight rules for education credits and IRA withdrawals.
  • Review SECURE 2.0 Act provisions for education planning.
13. How A Joint Life Policy May Be a Better Option for Retirement
1 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Risk management planning (incl. Life Insurance) for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Risk Management and Insurance Planning for Certified Financial Planner (CFP-US) (Approval No. 332232) (Valid upto : Dec 31, 2025) 1 CE Approved
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Retirement Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Retirement Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Retirement Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Retirement Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Retirement Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for CIPM 1 PL Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Risk management planning (incl. Life Insurance) for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Risk Management and Insurance Planning for Certified Financial Planner (CFP-US) (Approval No. 332232) (Valid upto : Dec 31, 2025) 1 CE Approved
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Retirement Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Retirement Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Retirement Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Retirement Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Retirement Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for CIPM 1 PL Eligible
On Demand (video)
  • To explain the variety of insurance available for most individuals and businesses.
  • To discuss 7 Rumors and Myths of Insurance and How to Debunk Them.
  • To analyze why insurance is an asset similar to stocks and bonds.
14. How To Conduct A Financial Needs Analysis From Debt To Wealth
1 Hour
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 Certified Divorce Financial Analyst (CDFA) (Valid upto : Oct 24, 2025) 1 CE Approved
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
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 Certified Divorce Financial Analyst (CDFA) (Valid upto : Oct 24, 2025) 1 CE Approved
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
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
On Demand (video)
  • 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 discover the client’s unplanned and planned income and expenses.
15. Implementing and Monitoring the Financial Plan - Communicating the Results
2 Hours
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Finance for CPA in Canada 2 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 2 CPE Eligible
Finance for Accredited in Business Valuation (ABV) 2 CPD Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 2 CE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 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
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 2 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Finance for CPA in Canada 2 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 2 CPE Eligible
Finance for Accredited in Business Valuation (ABV) 2 CPD Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 2 CE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 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
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 2 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 2 CE Eligible
On Demand (video)
  • To define communication, oral and written communication skills, and how they apply to the last three steps of the financial planning engagement
  • To demonstrate to the client how we fully understand their objectives and goals and encourage the client to ask questions
  • To discuss the format of the written plan- what to include, what to exclude, and what to do to make it pleasing and interesting for the client and other advisors to read.
16. Introduction to Financial & Estate Planning for IRAs
2.5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-01689-23-S) 2 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-01689-23-S) 2 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1364) 2 CE Approved
Retirement and Financial Independence Planning for Personal Financial Specialist (PFS) 2.5 CPD Eligible
Estate Planning for Chartered Financial Analyst (CFA) 2.5 PL Eligible
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2.5 CPE Eligible
Retirement Planning for Chartered Financial Consultant (ChFC) 2.5 CE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-01689-23-S) 2 CE Approved
Taxes for Certified Wealth Strategist (CWS) 2.5 CE Eligible
Trust and Estate Practitioners (TEP) 2.5 CPD Eligible
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2.5 CE Eligible
Retirement Planning for Retirement Income Certified Professional (RICP) 2.5 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-01689-23-S) 2 CE Eligible
Estate Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 2.5 CE Eligible
Retirement Planning for Wealth Management Certified Professional (WMCP) 2.5 CE Eligible
Retirement Planning for Financial Services Certified Professional (FSCP) 2.5 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2.5 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 2.5 CPE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01689-23-S) 2 CE Approved
Retirement Planning for Chartered Special Needs Consultant (ChSNC) 2.5 CE Eligible
Retirement Planning for Chartered Advisor in Senior Living (CASL) 2.5 CE Eligible
Estate Planning for CIPM 2.5 PL Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-01689-23-S) 2 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-01689-23-S) 2 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1364) 2 CE Approved
Retirement and Financial Independence Planning for Personal Financial Specialist (PFS) 2.5 CPD Eligible
Estate Planning for Chartered Financial Analyst (CFA) 2.5 PL Eligible
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2.5 CPE Eligible
Retirement Planning for Chartered Financial Consultant (ChFC) 2.5 CE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-01689-23-S) 2 CE Approved
Taxes for Certified Wealth Strategist (CWS) 2.5 CE Eligible
Trust and Estate Practitioners (TEP) 2.5 CPD Eligible
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2.5 CE Eligible
Retirement Planning for Retirement Income Certified Professional (RICP) 2.5 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-01689-23-S) 2 CE Eligible
Estate Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 2.5 CE Eligible
Retirement Planning for Wealth Management Certified Professional (WMCP) 2.5 CE Eligible
Retirement Planning for Financial Services Certified Professional (FSCP) 2.5 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2.5 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 2.5 CPE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01689-23-S) 2 CE Approved
Retirement Planning for Chartered Special Needs Consultant (ChSNC) 2.5 CE Eligible
Retirement Planning for Chartered Advisor in Senior Living (CASL) 2.5 CE Eligible
Estate Planning for CIPM 2.5 PL Eligible
On Demand (video)
  • To discuss the foundational contribution tax concepts and the rollover issues and solutions
  • To review the fundamental estate planning concepts for IRAs
  • To summarize the basics of prohibited transactions and unrelated business taxable income (UBTI)
17. Maintaining Life Ins Coverage in ILIT
1 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Risk management planning (incl. Life Insurance) for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Life Insurance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Life Insurance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Life Insurance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Life Insurance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Life Insurance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Life Insurance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for CIPM 1 PL Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Risk management planning (incl. Life Insurance) for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Life Insurance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Life Insurance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Life Insurance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Life Insurance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Life Insurance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Life Insurance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for CIPM 1 PL Eligible
On Demand (video)
  • To explain to current trustees of your clients' ILITs (Irrevocable Life Insurance Trusts) various opportunities and strategies.
  • To discuss among trustees their responsibility and fiduciary liability for maintaining the life insurance funding the trust.
  • To provide insights and guidance on enhancing trust planning to create a larger legacy for the trust beneficiaries. 
18. Personal Finance - Are My Investments Protected?
1 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Investment Decision Making for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Investments for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Investments for Retirement Income Certified Professional (RICP) 1 CE Eligible
Investments for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Investments for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Investments for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Investment Decision Making for CIPM 1 PL Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
Investments for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Investment Decision Making for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Investments for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Investments for Retirement Income Certified Professional (RICP) 1 CE Eligible
Investments for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Investments for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Investments for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Investment Decision Making for CIPM 1 PL Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
Investments for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
On Demand (video)
  • To identify what insurance is available to protect investments at financial institutions.
  • To analyze how to properly diversify assets to maximize protection.
  • Evaluate the risks associated with keeping cash at home and alternative asset protection strategies.
19. Personal Finance Trends Mastery
1 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
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
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 333000) (Valid upto : Dec 31, 2025) 1 CE Approved
Finance 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
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Certified Senior Advisor (CSA) 1 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for CIPM 1 PL Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Personal Financial 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
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 333000) (Valid upto : Dec 31, 2025) 1 CE Approved
Finance 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
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Certified Senior Advisor (CSA) 1 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for CIPM 1 PL Eligible
On Demand (video)
  • Discuss current trends and regulations in personal finance.
  • Gain insights into emerging technologies shaping financial practices.
  • Review strategies for teaching practical financial literacy skills effectively.
20. Personal Finance – What are Crypto Assets & Should I Invest in Them
2 Hours
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Finance for CPA in Canada 2 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 2 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 2 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 2 CE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 2 CE Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 2 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 2 CE Eligible
Investment Planning for Personal Financial Planner (PFP) 2 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Wealth Management for Certified International Wealth Manager (CIWM) 2 CE Eligible
Financial Management & Planning for Certified Financial Planner - Canada (Approval No. 13092) (Valid upto : Apr 27, 2025) 2 CE Approved
Finance for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
Financial Management & Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 13092) (Valid upto : Apr 27, 2025) 2 CE Approved
Finance for CIPM 2 PL Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
Finance for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Finance for CPA in Canada 2 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 2 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 2 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 2 CE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 2 CE Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 2 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 2 CE Eligible
Investment Planning for Personal Financial Planner (PFP) 2 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Wealth Management for Certified International Wealth Manager (CIWM) 2 CE Eligible
Financial Management & Planning for Certified Financial Planner - Canada (Approval No. 13092) (Valid upto : Apr 27, 2025) 2 CE Approved
Finance for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
Financial Management & Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 13092) (Valid upto : Apr 27, 2025) 2 CE Approved
Finance for CIPM 2 PL Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
Finance for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
On Demand (video)
  • Identify different types of crypto assets.
  • Discuss the risks associated with investing in crypto assets.
  • Understand the basics of virtual currency.
21. Personal Finance – What are structured notes and should I invest?
1 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Investment Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Investments for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Investments for Retirement Income Certified Professional (RICP) 1 CE Eligible
Investments for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Investments for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Investments for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Investment Planning for Certified Financial Planner - Canada (Approval No. 13877) (Valid upto : Aug 31, 2025) 1 CE Approved
Investments for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Investment Decision Making for CIPM 1 PL Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 13877) (Valid upto : Aug 31, 2025) 1 CE Approved
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Investment Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Investments for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Investments for Retirement Income Certified Professional (RICP) 1 CE Eligible
Investments for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Investments for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Investments for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Investment Planning for Certified Financial Planner - Canada (Approval No. 13877) (Valid upto : Aug 31, 2025) 1 CE Approved
Investments for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Investment Decision Making for CIPM 1 PL Eligible
CPA - Ireland 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 13877) (Valid upto : Aug 31, 2025) 1 CE Approved
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
On Demand (video)
  • To identify what a structured note is.
  • To analyze the risks of investing in structured notes.
  • To identify and explain the advantages and disadvantages of structured notes.
22. Protect Your Client’s 401(k)/403(b) Plan from Fiduciary Litigation
2 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-01498-23-S) 2 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-01498-23-S) 2 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1213) 2 CE Approved
Taxes for Personal Financial Specialist (PFS) 2 CPD Eligible
Taxes for Chartered Financial Analyst (CFA) 2 PL Eligible
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Retirement Planning for Chartered Financial Consultant (ChFC) 2 CE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-01498-23-S) 2 CE Approved
Qualified Retirement Plan Matters for Enrolled Retirement Plan Agent (ERPA) (Approval No. GEHNZ-T-01498-23-S) 2 CE Approved
Taxes for Certified Wealth Strategist (CWS) 2 CE Eligible
Trust and Estate Practitioners (TEP) 2 CPD Eligible
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Retirement Planning for Retirement Income Certified Professional (RICP) 2 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-01498-23-S) 2 CE Eligible
Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 2 CE Eligible
Retirement Planning for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Retirement Planning for Financial Services Certified Professional (FSCP) 2 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01498-23-S) 2 CE Approved
Retirement Planning for Chartered Life Underwriter (CLU) 2 CE Eligible
Retirement Planning for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
Retirement Planning for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
Retirement Planning for CIPM 2 PL Eligible
Employee Benefit Plan Audit Quality Center (EBPAQC) 2 CPD Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-01498-23-S) 2 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-01498-23-S) 2 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1213) 2 CE Approved
Taxes for Personal Financial Specialist (PFS) 2 CPD Eligible
Taxes for Chartered Financial Analyst (CFA) 2 PL Eligible
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Retirement Planning for Chartered Financial Consultant (ChFC) 2 CE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-01498-23-S) 2 CE Approved
Qualified Retirement Plan Matters for Enrolled Retirement Plan Agent (ERPA) (Approval No. GEHNZ-T-01498-23-S) 2 CE Approved
Taxes for Certified Wealth Strategist (CWS) 2 CE Eligible
Trust and Estate Practitioners (TEP) 2 CPD Eligible
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Retirement Planning for Retirement Income Certified Professional (RICP) 2 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-01498-23-S) 2 CE Eligible
Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 2 CE Eligible
Retirement Planning for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Retirement Planning for Financial Services Certified Professional (FSCP) 2 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01498-23-S) 2 CE Approved
Retirement Planning for Chartered Life Underwriter (CLU) 2 CE Eligible
Retirement Planning for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
Retirement Planning for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
Retirement Planning for CIPM 2 PL Eligible
Employee Benefit Plan Audit Quality Center (EBPAQC) 2 CPD Eligible
On Demand (video)
  • To explain the duties and responsibilities of an ERISA fiduciary, including the duty of loyalty and the requirement to act with care, skill, and diligence.
  • To identify the types of individuals who can be named as fiduciaries, including plan trustees and members of the investment committee, and the potential personal liability for a breach of fiduciary duty.
  • To understand the IRS/DOL requirements for timely deposit of employee 401(k) deferrals to plan accounts.
23. Risk Management in Financial Planning
1.5 Hours
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Finance for CPA in Canada 1.5 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1.5 CPE Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1.5 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Risk Management and Insurance Planning for Certified Financial Planner (CFP-US) (Approval No. 332274) (Valid upto : Dec 31, 2025) 1.5 CE Approved
Risk Management for Chartered Financial Consultant (ChFC) 1.5 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1.5 CE Eligible
Risk Management for Retirement Income Certified Professional (RICP) 1.5 CE Eligible
Risk Management for Wealth Management Certified Professional (WMCP) 1.5 CE Eligible
Risk Management for Financial Services Certified Professional (FSCP) 1.5 CE Eligible
Professional Development for Personal Financial Planner (PFP) 1.5 CE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 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
Financial Planning for Chartered Life Underwriter (CLU) 1.5 CE Eligible
Finance for Chartered Advisor in Philanthropy (CAP) 1.5 CE Eligible
Risk Management for Chartered Special Needs Consultant (ChSNC) 1.5 CE Eligible
Insurance and Risk Management for Certified Financial Planner - Canada (Approval No. 13135) (Valid upto : Apr 13, 2025) 1.5 CE Approved
Insurance and Risk Management for Qualified Associate Financial Planner (QAFP) (Approval No. 13135) (Valid upto : Apr 13, 2025) 1.5 CE Approved
CPA - Ireland 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1.5 CE Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
Risk management concepts for Certified FP&A Professional (FP&A) 1.5 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1.5 CPE Eligible
Finance for CIPM 1.5 PL Eligible
Risk Management for Chartered Advisor in Senior Living (CASL) 1.5 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Finance for CPA in Canada 1.5 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1.5 CPE Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1.5 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Risk Management and Insurance Planning for Certified Financial Planner (CFP-US) (Approval No. 332274) (Valid upto : Dec 31, 2025) 1.5 CE Approved
Risk Management for Chartered Financial Consultant (ChFC) 1.5 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1.5 CE Eligible
Risk Management for Retirement Income Certified Professional (RICP) 1.5 CE Eligible
Risk Management for Wealth Management Certified Professional (WMCP) 1.5 CE Eligible
Risk Management for Financial Services Certified Professional (FSCP) 1.5 CE Eligible
Professional Development for Personal Financial Planner (PFP) 1.5 CE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 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
Financial Planning for Chartered Life Underwriter (CLU) 1.5 CE Eligible
Finance for Chartered Advisor in Philanthropy (CAP) 1.5 CE Eligible
Risk Management for Chartered Special Needs Consultant (ChSNC) 1.5 CE Eligible
Insurance and Risk Management for Certified Financial Planner - Canada (Approval No. 13135) (Valid upto : Apr 13, 2025) 1.5 CE Approved
Insurance and Risk Management for Qualified Associate Financial Planner (QAFP) (Approval No. 13135) (Valid upto : Apr 13, 2025) 1.5 CE Approved
CPA - Ireland 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1.5 CE Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
Risk management concepts for Certified FP&A Professional (FP&A) 1.5 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1.5 CPE Eligible
Finance for CIPM 1.5 PL Eligible
Risk Management for Chartered Advisor in Senior Living (CASL) 1.5 CE Eligible
On Demand (video)
  • Define risk, risk reduction, and risk transfer, and analyze risk exposures and attitudes.
  • Explore risk's role in decision-making, uncertainty, and organizational risk management (property, cyber, sustainability, global risks).
  • Analyze individual risks (mortality, financial, longevity, health) and demonstrate how insurance reduces risk for both individuals and organizations.
24. SEPs, SIMPLEs and Individual 401(k)s
1.5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-01775-23-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-01775-23-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1418) 1 CE Approved
Taxes for Personal Financial Specialist (PFS) 1.5 CPD Eligible
Taxes for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Taxes for Chartered Financial Consultant (ChFC) 1.5 CE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-01775-23-S) 1 CE Approved
Taxes for Certified Wealth Strategist (CWS) 1.5 CE Eligible
Trust and Estate Practitioners (TEP) 1.5 CPD Eligible
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1.5 CE Eligible
Taxes for Retirement Income Certified Professional (RICP) 1.5 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-01775-23-S) 1 CE Eligible
Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1.5 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 1.5 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 1.5 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01775-23-S) 1 CE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Taxes for Chartered Life Underwriter (CLU) 1.5 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 1.5 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 1.5 CE Eligible
Taxes for CIPM 1.5 PL Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-01775-23-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-01775-23-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1418) 1 CE Approved
Taxes for Personal Financial Specialist (PFS) 1.5 CPD Eligible
Taxes for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Taxes for Chartered Financial Consultant (ChFC) 1.5 CE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-01775-23-S) 1 CE Approved
Taxes for Certified Wealth Strategist (CWS) 1.5 CE Eligible
Trust and Estate Practitioners (TEP) 1.5 CPD Eligible
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1.5 CE Eligible
Taxes for Retirement Income Certified Professional (RICP) 1.5 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-01775-23-S) 1 CE Eligible
Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1.5 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 1.5 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 1.5 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01775-23-S) 1 CE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Taxes for Chartered Life Underwriter (CLU) 1.5 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 1.5 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 1.5 CE Eligible
Taxes for CIPM 1.5 PL Eligible
On Demand (video)
  • To discuss the SEP, SIMPLE, and Individual 401(k) IRA basics.
  • To analyze the eligibility requirements, and inspect contributions.
  • To discuss deadlines to contribute.
25. Schedule C Updates
2 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-02234-24-S) 2 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-02234-24-S) 2 CE Approved
California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1807) 2 CE Approved
Personal Financial Specialist (PFS) 2 CPD Eligible
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 332278) (Valid upto : Dec 31, 2025) 2 CE Approved
Chartered Financial Consultant (ChFC) 2 CE Eligible
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-02234-24-S) 2 CE Approved
Trust and Estate Practitioners (TEP) 2 CPD Eligible
Retirement Income Certified Professional (RICP) 2 CE Eligible
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-02234-24-S) 2 CE Eligible
Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 2 CE Eligible
Wealth Management Certified Professional (WMCP) 2 CE Eligible
Financial Services Certified Professional (FSCP) 2 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-02234-24-S) 2 CE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
Chartered Advisor in Senior Living (CASL) 2 CE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-02234-24-S) 2 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-02234-24-S) 2 CE Approved
California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1807) 2 CE Approved
Personal Financial Specialist (PFS) 2 CPD Eligible
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 332278) (Valid upto : Dec 31, 2025) 2 CE Approved
Chartered Financial Consultant (ChFC) 2 CE Eligible
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-02234-24-S) 2 CE Approved
Trust and Estate Practitioners (TEP) 2 CPD Eligible
Retirement Income Certified Professional (RICP) 2 CE Eligible
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-02234-24-S) 2 CE Eligible
Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 2 CE Eligible
Wealth Management Certified Professional (WMCP) 2 CE Eligible
Financial Services Certified Professional (FSCP) 2 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-02234-24-S) 2 CE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
Chartered Advisor in Senior Living (CASL) 2 CE Eligible
On Demand (video)
  • Analyze updates to the 2024 Schedule C requirements, including changes in mileage and depreciation rates.
  • Identify and apply QBI thresholds and accounting method rules for various filing statuses.
  • Review compliance requirements for issuing 1099s to contractors.
26. Tax Reporting Issues for Investment Income for 2024-25
2 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02110-24-S) 2 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02110-24-S) 2 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1698) 2 CE Approved
Personal Financial Specialist (PFS) 2 CPD Eligible
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 332291) (Valid upto : Dec 31, 2025) 2 CE Approved
Chartered Financial Consultant (ChFC) 2 CE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02110-24-S) 2 CE Approved
Retirement Income Certified Professional (RICP) 2 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02110-24-S) 2 CE Eligible
Wealth Management Certified Professional (WMCP) 2 CE Eligible
Financial Services Certified Professional (FSCP) 2 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02110-24-S) 2 CE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
Chartered Advisor in Senior Living (CASL) 2 CE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02110-24-S) 2 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02110-24-S) 2 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1698) 2 CE Approved
Personal Financial Specialist (PFS) 2 CPD Eligible
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 332291) (Valid upto : Dec 31, 2025) 2 CE Approved
Chartered Financial Consultant (ChFC) 2 CE Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02110-24-S) 2 CE Approved
Retirement Income Certified Professional (RICP) 2 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02110-24-S) 2 CE Eligible
Wealth Management Certified Professional (WMCP) 2 CE Eligible
Financial Services Certified Professional (FSCP) 2 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02110-24-S) 2 CE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
Chartered Advisor in Senior Living (CASL) 2 CE Eligible
On Demand (video)
  • Discuss taxation rules for income from non-bond investments, corporate, and municipal bonds.
  • Explain tax regulations for related party transactions and opportunity zone investments.
  • Present reporting rules for investment expenses.
27. Understanding The Basics of Life Insurance Today
1 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Risk management planning (incl. Life Insurance) for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Life Insurance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Life Insurance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Life Insurance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Certified Treasury Professional (CTP) 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
Insurance Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) 1 CE Eligible
Life Insurance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Finance for CIPM 1 PL Eligible
Life Insurance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Risk management planning (incl. Life Insurance) for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Life Insurance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Life Insurance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Life Insurance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Certified Treasury Professional (CTP) 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
Insurance Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) 1 CE Eligible
Life Insurance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Finance for CIPM 1 PL Eligible
Life Insurance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
On Demand (video)
  • To discuss the 5 major types of life Insurance policies available today.
  • To explain the process of underwriting to qualify for coverage.
  • To explore the significant tax and other benefits of life insurance.
28. What To Do When An Investment Strategy Performs Poorly
1 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Investment Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Corporate Finance, Deals and Transaction Advisory for Chartered Business Valuator (CBV) 1 CPD Eligible
Professional Development for Certified International Wealth Manager (CIWM) 1 CE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
CPA - Ireland 1 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Finance for CIPM 1 PL Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Investment Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Corporate Finance, Deals and Transaction Advisory for Chartered Business Valuator (CBV) 1 CPD Eligible
Professional Development for Certified International Wealth Manager (CIWM) 1 CE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
CPA - Ireland 1 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Finance for CIPM 1 PL Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
On Demand (video)
  • To discuss all risk assets go through long periods of poor performance
  • To explore how diversification across unique sources of risk reduces the risk of poor outcomes/negative premiums
  • Learn not to make the mistake of “resulting”, judging the quality of a decision by the outcome/results.
29. What the Advisor Should Know about the Living Benefits of a Life Insurance Policy
1 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Risk management planning (incl. Life Insurance) for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Life Insurance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Life Insurance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Investment Planning for Certified Divorce Financial Analyst (CDFA) (Valid upto : Aug 30, 2025) 1 CE Approved
Life Insurance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Gift And Estate Planning for Certified Valuation Analyst (CVA) 1 CPE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Life Insurance for Chartered Life Underwriter (CLU) 1 CE Eligible
Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) 1 CE Eligible
Life Insurance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Gift And Estate Planning for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Finance for CIPM 1 PL Eligible
Life Insurance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Risk management planning (incl. Life Insurance) for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Life Insurance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Life Insurance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Investment Planning for Certified Divorce Financial Analyst (CDFA) (Valid upto : Aug 30, 2025) 1 CE Approved
Life Insurance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Gift And Estate Planning for Certified Valuation Analyst (CVA) 1 CPE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Life Insurance for Chartered Life Underwriter (CLU) 1 CE Eligible
Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) 1 CE Eligible
Life Insurance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Gift And Estate Planning for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Finance for CIPM 1 PL Eligible
Life Insurance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
On Demand (video)
  • To discuss the concept of life insurance as an asset class.
  • To inspect the other little-known living benefits of a life-ins policy.
  • To analyze how you or a client can benefit from using the 4 ‘living benefits’.
30. Why Minimizing the Costs of Investment Products Should be a Priority of Advisors
1 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Finance for Accredited in Business Valuation (ABV) 1 CPD Eligible
Investment Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Investment Decision Making for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Financial planning or analysis for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 332305) (Valid upto : Dec 31, 2025) 1 CE Approved
Investments for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Investments for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Investments for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Investments for Financial Services Certified Professional (FSCP) 1 CE Eligible
Managing investment portfolio for Certified Treasury Professional (CTP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Investments for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Investment Planning for Certified Financial Planner - Canada (Approval No. 14026) (Valid upto : Sep 26, 2025) 1 CE Approved
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Investments for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Common financial investments/ decision types for Certified FP&A Professional (FP&A) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Investment Decision Making for CIPM 1 PL Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 14026) (Valid upto : Sep 26, 2025) 1 CE Approved
CPA - Ireland 1 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for CPA in Canada 1 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1 CPE Eligible
Finance for Accredited in Business Valuation (ABV) 1 CPD Eligible
Investment Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Investment Decision Making for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Financial planning or analysis for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 332305) (Valid upto : Dec 31, 2025) 1 CE Approved
Investments for Chartered Financial Consultant (ChFC) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Investments for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Certified Valuation Analyst (CVA) 1 CPE Eligible
Investments for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Investments for Financial Services Certified Professional (FSCP) 1 CE Eligible
Managing investment portfolio for Certified Treasury Professional (CTP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Investments for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Investment Planning for Certified Financial Planner - Canada (Approval No. 14026) (Valid upto : Sep 26, 2025) 1 CE Approved
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Investments for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Common financial investments/ decision types for Certified FP&A Professional (FP&A) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Investment Decision Making for CIPM 1 PL Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 14026) (Valid upto : Sep 26, 2025) 1 CE Approved
CPA - Ireland 1 CPD Eligible
On Demand (video)
  • To analyze the direct and indirect costs associated with investing in mutual funds and ETFs.
  • To explore the significance of cost analysis in evaluating funds.
  • To leverage cost analysis as a competitive advantage in advisor practices. 
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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Strong Platform for Personal Finance

“The course provides a strong platform for understanding personal finance concepts and tools. I learned so much about retirement planning. It is going to help me support my clients. Thank you MYCPE ONE for creating another great certification course...!”

Francis Berry

Francis Berry, PFS

Financial Advisor

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Core Concepts and Strategies

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Catherine Murray

Catherine Murray, ACCA

Financial Advisor

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Valuable Learning Experience

“My experience with MYCPE ONE has been consistently impressive, and this course was no exception. The coverage of personal finance topics and the engaging webinars make it a valuable learning experience. Highly recommended for professionals!”

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Financial Advisor

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Frequently Asked Questions

The Personal Finance Certification takes a comprehensive approach, covering essentials such as need analysis, investing, insurance, tax management, retirement planning, and developing personal financial plans. It provides insights into strategic wealth management for personal and professional financial success. It is your way to achieve financial security and growth for your clients.

The Personal Finance Certification (PFC) is invaluable for individuals seeking to strengthen their personal finance skills. It equips you with tips, strategies, and practical insights for making informed financial decisions, whether for personal financial stability or professional success.

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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