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.
Sample 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?
Planning, Budgeting, and Forecasting for
Certified Management Accountants (CMA)
2 CPE
Eligible
Finance for
Delaware Licensed Public Accountant (DE-LPA)
2 CPE
Eligible
Finance for
Certified Valuation Analyst (CVA)
2 CPE
Eligible
Finance for
Iowa Licensed Public Accountant (IA-LPA)
2 CPE
Eligible
Finance for
Maine Licensed Public Accountant (ME-LPA)
2 CPE
Eligible
Financial Planning and Analysis for
Certified Treasury Professional (CTP)
2 CE
Eligible
Financial Planning for
Chartered Life Underwriter (CLU)
2 CE
Eligible
Financial Litigation/Financial Forensics for
Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
2 CPE
Eligible
General finance principles and financial concepts for
Certified FP&A Professional (FP&A)
2 CE
Eligible
License details
Credits
Status
Finance for
Certified Public Accountants (CPA-US)
2 CPE
Approved
Planning, Budgeting, and Forecasting for
Certified Management Accountants (CMA)
2 CPE
Eligible
Finance for
Delaware Licensed Public Accountant (DE-LPA)
2 CPE
Eligible
Finance for
Certified Valuation Analyst (CVA)
2 CPE
Eligible
Finance for
Iowa Licensed Public Accountant (IA-LPA)
2 CPE
Eligible
Finance for
Maine Licensed Public Accountant (ME-LPA)
2 CPE
Eligible
Financial Planning and Analysis for
Certified Treasury Professional (CTP)
2 CE
Eligible
Financial Planning for
Chartered Life Underwriter (CLU)
2 CE
Eligible
Financial Litigation/Financial Forensics for
Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
2 CPE
Eligible
General finance principles and financial concepts for
Certified FP&A Professional (FP&A)
2 CE
Eligible
License details
Credits
Status
Finance for
Certified Public Accountants (CPA-US)
2 CPE
Approved
Planning, Budgeting, and Forecasting for
Certified Management Accountants (CMA)
2 CPE
Eligible
Finance for
Delaware Licensed Public Accountant (DE-LPA)
2 CPE
Eligible
Finance for
Certified Valuation Analyst (CVA)
2 CPE
Eligible
Finance for
Iowa Licensed Public Accountant (IA-LPA)
2 CPE
Eligible
Finance for
Maine Licensed Public Accountant (ME-LPA)
2 CPE
Eligible
Financial Planning and Analysis for
Certified Treasury Professional (CTP)
2 CE
Eligible
Financial Planning for
Chartered Life Underwriter (CLU)
2 CE
Eligible
Financial Litigation/Financial Forensics for
Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
2 CPE
Eligible
General finance principles and financial concepts for
Certified FP&A Professional (FP&A)
2 CE
Eligible
To 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.
Corporate Finance for
Certified Management Accountants (CMA)
2 CPE
Eligible
Finance for
Accredited in Business Valuation (ABV)
2 CPD
Eligible
Finance for
Delaware Licensed Public Accountant (DE-LPA)
2 CPE
Eligible
Association of Chartered Certified Accountants (ACCA)
2 CPD
Eligible
Chartered Accountant - ICAEW
2 CPD
Eligible
Finance for
Certified Valuation Analyst (CVA)
2 CPE
Eligible
Professional Development for
Personal Financial Planner (PFP)
2 CE
Eligible
Finance for
Iowa Licensed Public Accountant (IA-LPA)
2 CPE
Eligible
Finance for
Maine Licensed Public Accountant (ME-LPA)
2 CPE
Eligible
Financial Planning and Analysis for
Certified Treasury Professional (CTP)
2 CE
Eligible
General finance principles and financial concepts for
Certified FP&A Professional (FP&A)
2 CE
Eligible
Finance for
Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
2 CPE
Eligible
Chartered Accountants - Ireland (CAI)
2 CPD
Eligible
Chartered Accountants - Scotland
2 CPD
Eligible
CPA - Ireland
2 CPD
Eligible
Professional Development for
Designated Financial Services Advisor (DFSA)
2 CE
Eligible
License details
Credits
Status
Finance for
Certified Public Accountants (CPA-US)
2 CPE
Approved
Finance for
CPA in Canada
2 CPD
Eligible
Corporate Finance for
Certified Management Accountants (CMA)
2 CPE
Eligible
Finance for
Accredited in Business Valuation (ABV)
2 CPD
Eligible
Finance for
Delaware Licensed Public Accountant (DE-LPA)
2 CPE
Eligible
Association of Chartered Certified Accountants (ACCA)
2 CPD
Eligible
Chartered Accountant - ICAEW
2 CPD
Eligible
Finance for
Certified Valuation Analyst (CVA)
2 CPE
Eligible
Professional Development for
Personal Financial Planner (PFP)
2 CE
Eligible
Finance for
Iowa Licensed Public Accountant (IA-LPA)
2 CPE
Eligible
Finance for
Maine Licensed Public Accountant (ME-LPA)
2 CPE
Eligible
Financial Planning and Analysis for
Certified Treasury Professional (CTP)
2 CE
Eligible
General finance principles and financial concepts for
Certified FP&A Professional (FP&A)
2 CE
Eligible
Finance for
Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
2 CPE
Eligible
Chartered Accountants - Ireland (CAI)
2 CPD
Eligible
Chartered Accountants - Scotland
2 CPD
Eligible
CPA - Ireland
2 CPD
Eligible
Professional Development for
Designated Financial Services Advisor (DFSA)
2 CE
Eligible
License details
Credits
Status
Finance for
Certified Public Accountants (CPA-US)
2 CPE
Approved
Finance for
CPA in Canada
2 CPD
Eligible
Corporate Finance for
Certified Management Accountants (CMA)
2 CPE
Eligible
Finance for
Accredited in Business Valuation (ABV)
2 CPD
Eligible
Finance for
Delaware Licensed Public Accountant (DE-LPA)
2 CPE
Eligible
Association of Chartered Certified Accountants (ACCA)
2 CPD
Eligible
Chartered Accountant - ICAEW
2 CPD
Eligible
Finance for
Certified Valuation Analyst (CVA)
2 CPE
Eligible
Professional Development for
Personal Financial Planner (PFP)
2 CE
Eligible
Finance for
Iowa Licensed Public Accountant (IA-LPA)
2 CPE
Eligible
Finance for
Maine Licensed Public Accountant (ME-LPA)
2 CPE
Eligible
Financial Planning and Analysis for
Certified Treasury Professional (CTP)
2 CE
Eligible
General finance principles and financial concepts for
Certified FP&A Professional (FP&A)
2 CE
Eligible
Finance for
Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
2 CPE
Eligible
Chartered Accountants - Ireland (CAI)
2 CPD
Eligible
Chartered Accountants - Scotland
2 CPD
Eligible
CPA - Ireland
2 CPD
Eligible
Professional Development for
Designated Financial Services Advisor (DFSA)
2 CE
Eligible
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.
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 Special Needs Consultant (ChSNC)
2 CE
Eligible
Retirement Planning for
Chartered Life Underwriter (CLU)
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 Special Needs Consultant (ChSNC)
2 CE
Eligible
Retirement Planning for
Chartered Life Underwriter (CLU)
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 Special Needs Consultant (ChSNC)
2 CE
Eligible
Retirement Planning for
Chartered Life Underwriter (CLU)
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
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.
Specialized Knowledge for
Certified Public Accountants (CPA-US)
1 CPE
Approved
Personal Financial Planning for
Personal Financial Specialist (PFS)
1 CPD
Eligible
Financial Planning for
Chartered Financial Analyst (CFA)
1 PL
Eligible
Specialized Knowledge for
Delaware Licensed Public Accountant (DE-LPA)
1 CPE
Eligible
Financial Planning for
Chartered Financial Consultant (ChFC)
1 CE
Eligible
Financial Planning for
Retirement Income Certified Professional (RICP)
1 CE
Eligible
Financial Planning for
Wealth Management Certified Professional (WMCP)
1 CE
Eligible
Financial Planning for
Financial Services Certified Professional (FSCP)
1 CE
Eligible
Specialized Knowledge for
Iowa Licensed Public Accountant (IA-LPA)
1 CPE
Eligible
Specialized Knowledge for
Maine Licensed Public Accountant (ME-LPA)
1 CPE
Eligible
Financial Planning for
Chartered Special Needs Consultant (ChSNC)
1 CE
Eligible
Financial Planning for
Chartered Advisor in Senior Living (CASL)
1 CE
Eligible
Financial Planning for
CIPM
1 PL
Eligible
General finance principles and financial concepts for
Certified FP&A Professional (FP&A)
1 CE
Eligible
License details
Credits
Status
Specialized Knowledge for
Certified Public Accountants (CPA-US)
1 CPE
Approved
Personal Financial Planning for
Personal Financial Specialist (PFS)
1 CPD
Eligible
Financial Planning for
Chartered Financial Analyst (CFA)
1 PL
Eligible
Specialized Knowledge for
Delaware Licensed Public Accountant (DE-LPA)
1 CPE
Eligible
Financial Planning for
Chartered Financial Consultant (ChFC)
1 CE
Eligible
Financial Planning for
Retirement Income Certified Professional (RICP)
1 CE
Eligible
Financial Planning for
Wealth Management Certified Professional (WMCP)
1 CE
Eligible
Financial Planning for
Financial Services Certified Professional (FSCP)
1 CE
Eligible
Specialized Knowledge for
Iowa Licensed Public Accountant (IA-LPA)
1 CPE
Eligible
Specialized Knowledge for
Maine Licensed Public Accountant (ME-LPA)
1 CPE
Eligible
Financial Planning for
Chartered Special Needs Consultant (ChSNC)
1 CE
Eligible
Financial Planning for
Chartered Advisor in Senior Living (CASL)
1 CE
Eligible
Financial Planning for
CIPM
1 PL
Eligible
General finance principles and financial concepts for
Certified FP&A Professional (FP&A)
1 CE
Eligible
License details
Credits
Status
Specialized Knowledge for
Certified Public Accountants (CPA-US)
1 CPE
Approved
Personal Financial Planning for
Personal Financial Specialist (PFS)
1 CPD
Eligible
Financial Planning for
Chartered Financial Analyst (CFA)
1 PL
Eligible
Specialized Knowledge for
Delaware Licensed Public Accountant (DE-LPA)
1 CPE
Eligible
Financial Planning for
Chartered Financial Consultant (ChFC)
1 CE
Eligible
Financial Planning for
Retirement Income Certified Professional (RICP)
1 CE
Eligible
Financial Planning for
Wealth Management Certified Professional (WMCP)
1 CE
Eligible
Financial Planning for
Financial Services Certified Professional (FSCP)
1 CE
Eligible
Specialized Knowledge for
Iowa Licensed Public Accountant (IA-LPA)
1 CPE
Eligible
Specialized Knowledge for
Maine Licensed Public Accountant (ME-LPA)
1 CPE
Eligible
Financial Planning for
Chartered Special Needs Consultant (ChSNC)
1 CE
Eligible
Financial Planning for
Chartered Advisor in Senior Living (CASL)
1 CE
Eligible
Financial Planning for
CIPM
1 PL
Eligible
General finance principles and financial concepts for
Certified FP&A Professional (FP&A)
1 CE
Eligible
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.
Personal Financial Planning for
Personal Financial Specialist (PFS)
1 CPD
Eligible
Behavioral Finance for
Chartered Financial Analyst (CFA)
1 PL
Eligible
Finance for
Delaware Licensed Public Accountant (DE-LPA)
1 CPE
Eligible
Financial Planning for
Chartered Financial Consultant (ChFC)
1 CE
Eligible
Association of Chartered Certified Accountants (ACCA)
1 CPD
Eligible
Financial Planning for
Certified Wealth Strategist (CWS)
1 CE
Eligible
Chartered Accountant - ICAEW
1 CPD
Eligible
Financial Planning for
Certified Fiduciary and Investment Risk Specialist (CFIRS)
1 CE
Eligible
Financial Planning for
Retirement Income Certified Professional (RICP)
1 CE
Eligible
Financial Planning for
Wealth Management Certified Professional (WMCP)
1 CE
Eligible
Financial Planning for
Financial Services Certified Professional (FSCP)
1 CE
Eligible
Financial Planning for
Certified Divorce Financial Analyst (CDFA)
(Valid upto : Oct 20, 2025)
1 CE
Approved
Professional Development for
Personal Financial Planner (PFP)
1 CE
Eligible
Finance for
Iowa Licensed Public Accountant (IA-LPA)
1 CPE
Eligible
Finance for
Maine Licensed Public Accountant (ME-LPA)
1 CPE
Eligible
Professional Development for
Certified International Wealth Manager (CIWM)
1 CE
Eligible
Financial Planning for
Chartered Special Needs Consultant (ChSNC)
1 CE
Eligible
Chartered Accountants - Ireland (CAI)
1 CPD
Eligible
Chartered Accountants - Scotland
1 CPD
Eligible
CPA - Ireland
1 CPD
Eligible
General finance principles and financial concepts for
Certified FP&A Professional (FP&A)
1 CE
Eligible
Behavioral Finance for
CIPM
1 PL
Eligible
Professional Development for
Designated Financial Services Advisor (DFSA)
1 CE
Eligible
Financial Planning for
Chartered Advisor in Senior Living (CASL)
1 CE
Eligible
License details
Credits
Status
Finance for
Certified Public Accountants (CPA-US)
1 CPE
Approved
Finance for
CPA in Canada
1 CPD
Eligible
Personal Financial Planning for
Personal Financial Specialist (PFS)
1 CPD
Eligible
Behavioral Finance for
Chartered Financial Analyst (CFA)
1 PL
Eligible
Finance for
Delaware Licensed Public Accountant (DE-LPA)
1 CPE
Eligible
Financial Planning for
Chartered Financial Consultant (ChFC)
1 CE
Eligible
Association of Chartered Certified Accountants (ACCA)
1 CPD
Eligible
Financial Planning for
Certified Wealth Strategist (CWS)
1 CE
Eligible
Chartered Accountant - ICAEW
1 CPD
Eligible
Financial Planning for
Certified Fiduciary and Investment Risk Specialist (CFIRS)
1 CE
Eligible
Financial Planning for
Retirement Income Certified Professional (RICP)
1 CE
Eligible
Financial Planning for
Wealth Management Certified Professional (WMCP)
1 CE
Eligible
Financial Planning for
Financial Services Certified Professional (FSCP)
1 CE
Eligible
Financial Planning for
Certified Divorce Financial Analyst (CDFA)
(Valid upto : Oct 20, 2025)
1 CE
Approved
Professional Development for
Personal Financial Planner (PFP)
1 CE
Eligible
Finance for
Iowa Licensed Public Accountant (IA-LPA)
1 CPE
Eligible
Finance for
Maine Licensed Public Accountant (ME-LPA)
1 CPE
Eligible
Professional Development for
Certified International Wealth Manager (CIWM)
1 CE
Eligible
Financial Planning for
Chartered Special Needs Consultant (ChSNC)
1 CE
Eligible
Chartered Accountants - Ireland (CAI)
1 CPD
Eligible
Chartered Accountants - Scotland
1 CPD
Eligible
CPA - Ireland
1 CPD
Eligible
General finance principles and financial concepts for
Certified FP&A Professional (FP&A)
1 CE
Eligible
Behavioral Finance for
CIPM
1 PL
Eligible
Professional Development for
Designated Financial Services Advisor (DFSA)
1 CE
Eligible
Financial Planning for
Chartered Advisor in Senior Living (CASL)
1 CE
Eligible
License details
Credits
Status
Finance for
Certified Public Accountants (CPA-US)
1 CPE
Approved
Finance for
CPA in Canada
1 CPD
Eligible
Personal Financial Planning for
Personal Financial Specialist (PFS)
1 CPD
Eligible
Behavioral Finance for
Chartered Financial Analyst (CFA)
1 PL
Eligible
Finance for
Delaware Licensed Public Accountant (DE-LPA)
1 CPE
Eligible
Financial Planning for
Chartered Financial Consultant (ChFC)
1 CE
Eligible
Association of Chartered Certified Accountants (ACCA)
1 CPD
Eligible
Financial Planning for
Certified Wealth Strategist (CWS)
1 CE
Eligible
Chartered Accountant - ICAEW
1 CPD
Eligible
Financial Planning for
Certified Fiduciary and Investment Risk Specialist (CFIRS)
1 CE
Eligible
Financial Planning for
Retirement Income Certified Professional (RICP)
1 CE
Eligible
Financial Planning for
Wealth Management Certified Professional (WMCP)
1 CE
Eligible
Financial Planning for
Financial Services Certified Professional (FSCP)
1 CE
Eligible
Financial Planning for
Certified Divorce Financial Analyst (CDFA)
(Valid upto : Oct 20, 2025)
1 CE
Approved
Professional Development for
Personal Financial Planner (PFP)
1 CE
Eligible
Finance for
Iowa Licensed Public Accountant (IA-LPA)
1 CPE
Eligible
Finance for
Maine Licensed Public Accountant (ME-LPA)
1 CPE
Eligible
Professional Development for
Certified International Wealth Manager (CIWM)
1 CE
Eligible
Financial Planning for
Chartered Special Needs Consultant (ChSNC)
1 CE
Eligible
Chartered Accountants - Ireland (CAI)
1 CPD
Eligible
Chartered Accountants - Scotland
1 CPD
Eligible
CPA - Ireland
1 CPD
Eligible
General finance principles and financial concepts for
Certified FP&A Professional (FP&A)
1 CE
Eligible
Behavioral Finance for
CIPM
1 PL
Eligible
Professional Development for
Designated Financial Services Advisor (DFSA)
1 CE
Eligible
Financial Planning for
Chartered Advisor in Senior Living (CASL)
1 CE
Eligible
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
Finance for
Delaware Licensed Public Accountant (DE-LPA)
1 CPE
Eligible
Finance for
Chartered Financial Consultant (ChFC)
1 CE
Eligible
General Principles of Financial Planning for
Certified Financial Planner (CFP-US)
(Approval No. 333000)(Valid upto : Dec 31, 2025)
1 CE
Approved
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
Finance for
Chartered Financial Consultant (ChFC)
1 CE
Eligible
General Principles of Financial Planning for
Certified Financial Planner (CFP-US)
(Approval No. 333000)(Valid upto : Dec 31, 2025)
1 CE
Approved
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
Finance for
Chartered Financial Consultant (ChFC)
1 CE
Eligible
General Principles of Financial Planning for
Certified Financial Planner (CFP-US)
(Approval No. 333000)(Valid upto : Dec 31, 2025)
1 CE
Approved
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
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.
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.
Instructors
Andrew Lockwood
Founder, Lockwood College Prep
I help high income business owners, student-athlete and other families get into America's best colleges and save 52.4% or more off "sticker price" - even if they think that they can't possibly qualify for anything.
I do not offer photoshopping or bribing services.
REAL SERVICES -Our approach is different than guidance counselors and other college consultants.
I coach teens through the college selection, application and essays process - after I identify each student's "wiring" and what that can translate into re: a place in the world for them *post-college,* where they can love what they do for a living (i.e. doesn't feel like work) AND get off mom and dad's "full ride" scholarship. :)
80% of college students switch majors, 50% of college graduates are UNDERemployed -- working in jobs that do not require a college degree -- and student debt is more than 1.6 Trillion.
Which is why "winging it" or "hoping" isn't a winning strategy!
Each year, I personally mentor a select group of motivated, coachable students, who get into schools like Harvard, Yale, Stanford, U Michigan, UVA, etc. as well as community colleges and other "regular" colleges.
Ironically, I don't care where they attend college; I have no other agenda than helping kids become as successful as possible, no matter what college they attend.
Most kids, parents and guidance counselors focus on the FOUR years of schooling instead of the 40= years that college ostensibly prepares you for. Not to mention the school's rank (easily manipulated), whether it has the "rah-rah" factor and whether you had a good "feel" when you visited (what the hell does that mean?)
What about quality of education? Internships? On-campus recruiting?
FINANCIAL AID AND SCHOLARSHIPS - I prepare financial aid forms, advise on how to improve eligibility for need-based aid and identify merit scholarships for "regular" and highly credentialed kids alike.
BACK STORY - I attended Wesleyan University and St John's Law School. My father was a disabled freelance photographer who was not good at paperwork. I racked up more than $100K in student debt, I could have qualified for much more assistance. That's how this profession found me.
Kids today graduate with 3x or even 5x what amassed. But this is easily avoidable if you PLAN.
NEXT STEPS: If you want to learn more about our approach, visit, www.LockwoodCollegePrep.com. There's a place on that page to book a call with me, if interested. (I don't check messages here or on any social media platforms.)
Dr. Minniti is the President and Owner of Minniti CPA, LLC. Dr. Minniti is a Certified Public Accountant, Certified Forensic Accountant, Certified Fraud Examiner, Certified Valuation Analyst, Certified in Financial Forensics, Master Analyst in Financial Forensics, Chartered Global Management Accountant, and is a licensed private investigator in the state of Arizona. Dr. Minniti received his doctoral degree in business administration from Walden University, received his MBA degree and Graduate Certificate in Accounting from DeVry University’s Keller Graduate School of Management, and received his Bachelor of Science in Business Administration degree from the University of Phoenix. Dr. Minniti taught graduate and undergraduate courses in forensic accounting at DeVry University, Grand Canyon University, Kaplan University, Northwestern University, and the University of Phoenix.
He designed graduate and undergraduate courses for Grand Canyon University, Northwestern University, and Anthem College. He is a writer and public speaker. He has experience in forensic accounting, fraud examinations, financial audits, internal audits, compliance audits, real estate valuations, business valuations, internal control development, business continuation planning, risk management, financial forecasting, and Sarbanes-Oxley compliance work. Dr. Minniti is an instructor teaching continuing professional education classes for the American Institute of Certified Public Accountants, Compliance Online, CPE Link/CCH . AccountingEd, Global Compliance Panel, Clear Law Institute, CPE Solutions, Canopy CPE, The Institute of Management Accountants, the National Association of Valuators and Analysts, the Association of Certified Fraud Examiners, the Institute of Internal Auditors, and various state CPA Societies.
Heather is a Certified Financial Planner (CFP®) specializing in resource planning for all of life, with special attention to retirement preparation and the combining and managing of assets in new or changing relationships. She also holds the IRS’s Enrolled Agent credential, as evidence of her expertise in income tax planning. Heather loves helping individuals, couples, and small businesses meet their long-term goals while also enjoying their assets and opportunities in the present.
She did her undergraduate work in liberal arts at Princeton University and earned a Masters in Accounting at the New York University Graduate School of Business Administration and a Certificate in Personal Financial Planning from the University of California at Berkeley.
Heather’s volunteer work includes positions as Board Treasurer for the Marin Shakespeare Company and Programs Co-Chair for San Francisco Financial Planning Day, and she’s a Sierra Club Leader and a long-time Fund Drive Supervisor for KQED Radio.
She is available for a single consultation, an ongoing advisory relationship, and/or creation and monitoring of a comprehensive plan. She does not manage investments or sell products, although she can refer you to appropriate people who do.
I as the managing partner of The TOLI Center East help people better understand
their life Insurance portfolio regardless of whether a person owns their life
Insurance policy individually or through a trust. Whether the person is a CPA,
an Attorney, or another type of an advisor, one thing remains the same. Most people are not familiar with their life
Ins and incorrectly assume that their coverage will be there for the rest of
their lives.
But because the majority of life insurance purchased over the
last 25 years is Not Guaranteed and has significantly been affected by years of
decreased interest rates and neglect on the part of the amateur trustee that
wasn’t aware that they should have been increasing the annual premium, an
increasing percentage of those policies are now expiring years earlier than
anticipated.
Lastly, Life Insurance today is an 'Asset Class' and as such
can significantly benefit the Insured with its 'Living Benefits' as well as the
beneficiary with its traditional death benefit.
The more you and your clients know about your & their
life insurance portfolio, the better off everyone’s family will be.
Co-authored American Bar Association Flagship book ‘The
Advisors’ & Trustees’ Guide to Managing Risk. Featured in Bloomberg, Trust
& Estates, NYS Bar Association, Accounting Today, Tax Stringer, Wall Street
Week TV, Fox News, Wall Street Journal, Investor’s Business Daily & More ★
“Mr. Montag gives new meaning to be a knowledgeable
representative of what is best in insurance protection for you & your loved
ones. A man of his word, his character is stellar & his breadth of
understanding of an individual’s needs is enormous.”Mrs. Barbara G. NYC
“Henry evaluated my insurance needs (financial wealth & personal
objectives) & he changed 1 policy significantly by almost doubling the
policy for the same premium. He truly cares about protecting you & is
always easily accessible.” Dr. Barry B. Roslyn LI
For the past 35 years Ilene has provided financial literacy and investment education for individual clients to enhance their understanding of money, finances, and investments; and to organizations with a particular emphasis on retirement planning. She has worked for notable Washington, DC area investment companies in management and in building organizational depth in financial education.
Ms. Slatko has significant experience in the areas of leadership development, team development, career development, executive coaching and talent management. She has expertise in designing learning solutions – virtual instructor-led training and instructor-led -- to meet the unique challenges of clients. She was a key provider of executive and employee education for The Southland Corporation, U.S. Mapping, Century 21, and ERA Real Estate. She has worked with executives and leaders in the areas of communication, selling, client management, leadership development, and team development.
Ms. Slatko has extensive experience in Federal retirement programs and training federal employees. When the previous retirement system was replaced by FERS, Ilene was at the forefront of presentations to educate affected employees in their choices. She has been a trainer for retirement presentations at agencies throughout the DC area,
She has been a speaker at conferences including the Army Materiel Command Women’s Financial Day, Delaware Women’s Conference, and numerous youth financial literacy programs. Ms. Slatko is currently the host of a weekly Roku and Apple TV show called, The *It Show, the first financial program designed specifically for young women. In addition, she has been the Director of Training for companies in the financial and real estate fields.
Ilene is an alumna of Marietta College where she studied Drama, Speech, and English.
Jason Dinesen (EA, LPA) is a tax nerd, entrepreneur, tax expert and a well known presenter of continuing education courses. He has an impeccable acumen for tax subjects, by virtue of which, he is known to create very well researched course materials helping individuals and businesses with accounting, bookkeeping, tax preparation, and business advisory in various industries.
Known for his sharp tax interpretations, he is one of the quickest to bring the analysis of the latest tax updates and IRS guidance to the professional community. Jason has coached over 200,000 accounting, tax, and HR professionals on various topics of accounting, individual taxation, corporate taxation, professional ethics and much more.
He has presented over dozens of webinars on Form 1099 (MISC & R); marriage in the tax code; tax updates; the new Form W-4, payroll updates, filing status, tax credit and other issues relating to the modern-day household setting.
Moreover, Jason is known to be producing every other webinar/course a little different and updated from the previous one. No wonder, he is a top ranked presenter whose webinars and self-study course materials are very well received by the audience.
He also teaches 2 classes at Simpson College, Individual Income Tax and Business Analytics.
Jason was born and raised in Iowa and has a degree in corporate communications from Simpson College in Indianola. He has a big family that includes his wife, two sons, 5 cats and 3 dogs. Jason holds season tickets to University of Iowa football, and enjoys using his chainsaw. Topmost item in his 2022 bucket list is to learn how to properly ‘nose & taste’ whisky.
John Paul Ruiz has spent more
than 30 years as a consultant and trainer in the retirement and financial services
industry. Prior to joining SEPIRAk, Ruiz served as Director of Professional
Development for The Entrust Group, a self-directed IRA Administrator, his
duties involved compliance oversight of all organizational operational
procedures and policies, print and electronic materials, staff education and others.
He was also the creator of the IRA Academy, a preparatory course for the
American Bankers Association’s Certified IRA Services Professional, CISP,
designation. Prior to Entrust, Ruiz was the Vice President of Professional
Development for Integrated Retirement Initiatives, LLC. His responsibilities involved
developing and delivering retirement plan training to financial advisors as
well compliance personnel to some of the largest institutions offering
retirement products and solutions. With his comprehensive knowledge of
alternative investments, his consulting and training expertise was sought after
by numerous third-party administrators in the self-directed IRA market. His
former positions include Director of Resource Development for the Retirement
Products & Solutions division of Acensus (formerly BISYS Retirement
Services). Ruiz was responsible for overseeing the development and delivery of
the Ascensus professional development and training services using a broad
spectrum of media including:
Live group presentations
One-on-one coaching sessions
Video productions
Live and recorded webinars
On-line schools
Telephone seminars
In high demand as a speaker in
the retirement services industry, Ruiz has been a featured keynote speaker and
industry expert at numerous regional and national conferences. Ruiz has served
as a member of the faculty of national schools including the American Bankers
Association (ABA) Trust School and the Graduate School of Banking at the
University of Wisconsin – Madison. Ruiz has also served on the faculty of the
IRA Institute, which serves as preparatory course for retirement professionals
pursuing the Certified IRA Services Professional (CISP) designation offered
through the Institute of Certified Bankers (ICB) or the Certified IRA
Professional (CIP) designation offered through the National Association of
Federal Credit Unions (NAFCU).
Ruiz has become well-known in
the industry for his ability to help financial advisers understand how to create
selling opportunities by building their retirement plan expertise and staying
on top of legislative and regulatory developments.
During his tenure with
Ascensus, Ruiz also held position as senior ERISA consultant and as manager of the
ERISA Support Call Center, a fee-for-service hotline that provided ERISA
technical support to financial services professionals. Prior to Ascensus, Ruiz
served as a relationship manager for several key alliance partners in the
recordkeeping division of Universal Pension, Inc. Prior to joining Universal Pensions
Inc. he worked in the consumer loan division of Wells Fargo Bank. Ruiz earned
the Qualified 401(k) Administrator (QKA) designation from the American Society
of Pension Professionals & Actuaries (ASPPA) and holds a Certified IRA
Service Professional (CISP) certification through the American Bankers
Association’s Institute of Certified Bankers (ICB).
From 1996-June 2024 Larry was the Head of Financial and Economic Research, Buckingham Wealth Partners where he spent his time, talent and energy educating investors on the benefits of evidence-based investing with enthusiasm few can match. He is now an independent consultant to registered investment advisory firms and investment management firms.
Larry was among the first authors to publish a book that explained the science of investing in layman’s terms, “The Only Guide to a Winning Investment Strategy You’ll Ever Need.” He has since authored eight more books: “What Wall Street Doesn’t Want You to Know” (2001), “Rational Investing in Irrational Times” (2002), “The Successful Investor Today” (2003), “Wise Investing Made Simple” (2007), “Wise Investing Made Simpler” (2010), “The Quest for Alpha” (2011), “Think, Act, and Invest Like Warren Buffett” (2012). And “ Enrich Your Future”(2024)
He has also co-authored nine books about investing. His latest work, “Your Essential Guide to Quantitative Hedge Fund Investing 1st Edition,” was co-authored with Marat Molyboga and published in January 2023.
He has had his own articles published in the Journal of Accountancy, Journal of Investing, AAII Journal, Personal Financial Planning Monthly, and the Journal of Portfolio Management.
Larry’s dedication to helping others has made him a sought-after national speaker. He has made appearances on national television shows airing on NBC, CNBC, CNN and Bloomberg Personal Finance. Larry is a prolific writer, contributing regularly to multiple outlets, including Advisor Perspectives, The Evidence Based Investor, and Alpha Architect.
Larry was vice chairman of Prudential Home Mortgage. He has held positions at Citicorp as senior vice president and regional treasurer, responsible for treasury, foreign exchange and investment banking activities, including risk management strategies.
Larry holds an MBA in finance and investment from New York University, and a bachelor’s degree in finance from Baruch College in New York
Bringing 47 years of experience with tax consulting, estate planning, and employee benefits to his work as an independent consultant, Michael is the owner of MIRANDA CPA & Consulting LLC in Sioux Falls, SD. His tax practice focuses on corporate, individual, estate and gift, and tax accounting. He also provides employee benefit planning and consultation services for qualified, non-qualified, and health and welfare benefit plans. As part of his IRS representation practice, Michael has worked with the National Office to obtain private letter rulings and exempt organization determination letters for clients, in addition to numerous EPCRS submissions and audits. As a nationally recognized tax speaker, he maintains an active schedule presenting webinars and seminars on tax law, employee benefit planning, and estate planning.
Michael spent much of his career as a CPA with a regional CPA firm located in Northwestern Iowa, retiring after 27 years as a senior manager-shareholder with said firm. Prior to this experience, he was a Tax Specialist with a Big 8 accounting firm in their South Bend and Minneapolis offices, providing tax and estate planning for individuals and small to medium-sized businesses. He has earned professional designations including CPA, QKA, and AEP and through professional memberships with the American Institute of Certified Public Accountants (AICPA), the American Society of Pension and Professional Actuaries (ASPPA), National Association of Enrolled Agents (NAEA), and the National Association of Estate Planning Councils (NAEPC). Michael resides in Sioux Falls, SD with his wife Jeanette.
Stefan Sharkansky is the
Founder and creator of Personal Fund and a former instructor at UC Berkeley and
UC Santa Cruz extensions. He holds a Masters in Computer Science from Stanford
University and a Ph.D. in Statistics (econometrics) from the University of
Washington. His personal research on low-cost and tax-efficient investing led
him to develop the mutual-fund and ETF cost-analysis and portfolio-building
tool, Personal Fund. Stefan and Personal Fund have appeared in platforms and
publications such as The New York Times, Barron’s, Forbes, the Wall Street
Journal, and USA Today. With his background as an academic, developer, serial
entrepreneur, and former improv-comedy performer, Stefan is skilled at
presenting complex topics in an accessible and useful format to help financial
professionals better manage their clients’ portfolios.
Stephen Abramson is the President and founding partner of APS Pension & Financial Services established in 1977, a mid-size consulting and actuarial firm employing twenty-two professional and support staff specializing in pension and pension-related services. For over 40 years, APS has been providing closely held businesses with financial services including pension design and administration, business succession planning, and wealth preservation planning. In 2015 APS Investment Management was established to provide fiduciary services to 401(k) and 403(b) plans and in 2018 APS Wealth Management, a Registered Investment Advisor (RIA), was established to provide investment management services to individual clients and retirement plans replacing his previous relationship with a Broker/Dealer. Steve has taught professional level education programs for the American Society of Pension Actuaries; lectured to various professional groups, including the National Conference of CPA Practitioners, The NYS Society of CPAs, Nassau Bar Association, the C.W. Post Tax Institute, and the National Institute of Pension Administrators; and conducted continuing education seminars for Certified Public Accountants for the past 35 years. He is co-author of Plan Smart, Retire Rich published by McGraw Hill in 1998; author of Advisor’s Guide to Qualified Plans originally published by Aspen Publishing in March, 2002 and recently in the process of being updated with the 8th edition, and Retirement Financial Management for Clients Approaching Retirement published by Aspen Publishing in August, 2002. A less technical version of Advisor’s Guide to Qualified Plans entitled Guide to Qualified Retirement Plans: A Plain Language Primer was published by the International Association of Employee Benefits in March 2005. The second edition of this book was released in 2008.
Steve graduated from Cornell University in 1964, earned the designation of Chartered Life Underwriter in 1967 from the American College, Certified Pension Consultant in 1970 from the American Society of Pension Professionals and Actuaries and Chartered Financial Consultant from the American College in 1972.
Joseph F. Ford Professor of Acct’g & Tax, Drexel University
Dr. Curatola is the Joseph F. Ford Professor of Accounting at Drexel University in Philadelphia. He is the Tax Column Editor for Strategic Finance since 1992. He has served as the editor of the Journal of Legal Tax Research and currently serves on the editorial review board of several journals, and has held a variety of leadership positions, including current national service with the Institute of Management Accountants. He has published over 250 articles in journals including Journal of Financial Services Professionals, Journal of the American Taxation Association, Journal of Forensic & Investigative Accounting, Oil, Gas, & Energy Quarterly, and Tax Notes to name a few. Dr. Curatola was a co-editor on IRA Answer Book by Wolters Kluwer and author of the EA Review course for Surgent Publishers. Dr. Curatola externally funded research findings have appeared in media such as Forbes Magazine, The Washington Post, The Wall Street Journal, The New York Times, and other media outlets.
More than forty years
of practice in tax planning, estate and trust administration and planning,
personal financial planning and accounting have given Warren an extraordinarily
deep understanding of personal finance. At his New York City firm, Adelman,
Katz & Mond LLP, his clients, who include primarily high net worth
individuals, entrepreneurs and sole proprietors, benefit from his particular
expertise in tax law, its applications and implications for individuals. Warren
is an adjunct professor of accounting and taxation at Long Island University,
New Jersey City University, and Rutgers Business School. He has spoken at the
Institute of Management Accountants, both the New York and Long Island chapters
of Financial Planning Association, the New York State Society of CPAs, New York
University, and Lorman Educational Services. In addition, he is an accomplished
author, and has regularly contributed to publications the experts rely on, like
Marshall Loeb's Money Guide, Taxation for Accountants, and The CPA Journal.
Warren has been very active in professional organizations, and has frequently
been elected as president, board member or committee chair. Warren is a fan of
local sports teams. He also likes to read biographies and books on
current events. He and his wife, Susan, live in Langhorne, PA. They have two
children, Sam and Robin, and a granddaughter, Reily
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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, PFS
Financial Advisor
Core Concepts and Strategies
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“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!”
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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