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Are Your Clients Financially Healthy? The National Debt Dilemma

PREMIUM

Ilene Slatko
1 Credit

Are Your Clients Financially Healthy? The National Debt Dilemma

CPA (US)
CPA/PFS
CFA
ChFC
DE LPA
CWS
RICP
CFIRS
CLU
FSCP
WMCP
FRM
CASL
IA LPA
ME LPA
CIPM
ChSNC

Learn More

10 Market Lessons Shaping Future Investment Decisions

PREMIUM

Larry Swedroe
1 Credit

10 Market Lessons Shaping Future Investment Decisions

CPA (US)
CFP (US)
CMA
CPA/ABV
CPA/PFS
CGMA
CVA
CFA
CGFM
ChFC
DE LPA
CTP
CWS
RICP
CFIRS
FPAC
FSCP
WMCP
FRM
CBA/MCBA
CASL
IA LPA
ME LPA
CIPM
ChSNC

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Barbell Strategy in Uncertain Interest Rates

PREMIUM

Ilene Slatko
1 Credit

Utilizing the Barbell Strategy in Interest Rate Uncertainty

CPA (US)
CFP (US)
CMA
CPA/ABV
CPA/PFS
CVA
CFA
CGFM
ChFC
DE LPA
CTP
CWS
RICP
CFIRS
FPAC
FSCP
WMCP
FRM
CBA/MCBA
CASL
IA LPA
ME LPA
CIPM
ChSNC

Learn More

PREMIUM

Ilene Slatko
1 Credit

Real Estate and Fixed-Income Investments

CPA (US)
CFP (US)
CMA
CPA/ABV
CPA/PFS
CVA
CFA
CGFM
ChFC
DE LPA
CTP
CWS
RICP
CFIRS
CLU
FPAC
FSCP
WMCP
CBA/MCBA
CASL
IA LPA
CAP
ME LPA
CIPM
ChSNC

Learn More

Tax Reporting and Investment Income for Current & Upcoming Years

PREMIUM

Tony Curatola, | PhD, MBA
2 Credits

Tax Reporting and Investment Income for Current & Upcoming Years

CPA (US)
EA
AFSP
CFP (US)
CRTP
CPA/PFS
ORTP
ChFC
DE LPA
Maryland Tax Preparer
LTC
RICP
CLU
FSCP
WMCP
CASL
IA LPA
CAP
ME LPA
ChSNC

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PREMIUM

Ilene Slatko
1 Credit

Global Trends and Portfolio Planning for Market Instability

CPA (US)
CFP (US)
CPA/PFS
CGMA
CFA
ChFC
DE LPA
CWS
RICP
CFIRS
FSCP
WMCP
FRM
CASL
IA LPA
ME LPA
CIPM
ChSNC

Learn More

How CPAs Can Help Clients Build Smarter Portfolios

PREMIUM

Mike Clark, | MBA
1 Credit

Class 3: How CPAs Can Help Clients Build Smarter Portfolios

CPA (US)
DE LPA
CLU
IA LPA
CAP
ME LPA

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What are Savings Bonds and Should I Invest?

PREMIUM

Dr. Robert Minniti, | CPA (US), CFE
1 Credit

What are Savings Bonds and Should I Invest?

CPA (US)
CPA/PFS
CGMA
CFA
CGFM
ChFC
DE LPA
CWS
RICP
CFIRS
CLU
FSCP
WMCP
CASL
IA LPA
CAP
ME LPA
CIPM
ChSNC

Learn More

PREMIUM

Dr. Robert Minniti, | CPA (US), CFE
1 Credit

Personal Finance: What are structured notes and should I invest?

CPA (US)
CFP (US)
CPA/PFS
CFA
ChFC
DE LPA
CWS
RICP
CFIRS
CIMA
CPWA
FSCP
WMCP
CASL
IA LPA
RMA
ME LPA
CIPM
ChSNC

Learn More

PREMIUM

Ilene Slatko
1 Credit

OBBB Tools for Personal Finance Resilience in Volatile Markets

CPA (US)
CFP (US)
CPA/PFS
CFA
ChFC
DE LPA
CWS
RICP
CFIRS
CIMA
CPWA
CLU
FSCP
WMCP
CASL
IA LPA
RMA
CAP
ME LPA
CIPM
ChSNC

Learn More

PREMIUM

Dr. Robert Minniti, | CPA (US), CFE
2 Credits

Personal Finance – What are Crypto Assets & Should I Invest in Them

CPA (US)
CFP (US)
CPA/PFS
CFA
ChFC
DE LPA
CWS
RICP
CFIRS
FSCP
WMCP
CASL
IA LPA
ME LPA
CIPM
ChSNC

Learn More

PREMIUM

Dr. Robert Minniti, | CPA (US), CFE
1 Credit

Personal Finance - Are My Investments Protected

CPA (US)
CFP (US)
CPA/PFS
CFA
ChFC
DE LPA
CWS
RICP
CFIRS
FSCP
WMCP
CASL
IA LPA
ME LPA
CIPM
ChSNC

Learn More

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Investment Planning CPE Courses (2024)

200+ Hours of Online CPE Approved Courses on Investment Planning, Portfolio Management, Financial Analysis, and the latest trends in investment strategies.

All Investment Planning CPE Courses Approved for NASBA and Multiple Designations.

Complete your CPE requirements with 195+ courses that are 100% compliant with Principal Topic areas required by State Boards of Accounting and respective regulatory boards.

50+

200+

50K

195+

Are Your Clients Financially Healthy? The National Debt Dilemma

10 Market Lessons Shaping Future Investment Decisions

Utilizing the Barbell Strategy in Interest Rate Uncertainty

Real Estate and Fixed-Income Investments

Tax Reporting and Investment Income for Current & Upcoming Years

Global Trends and Portfolio Planning for Market Instability

Class 3: How CPAs Can Help Clients Build Smarter Portfolios

What are Savings Bonds and Should I Invest?

Personal Finance: What are structured notes and should I invest?

OBBB Tools for Personal Finance Resilience in Volatile Markets

Personal Finance – What are Crypto Assets & Should I Invest in Them

Personal Finance - Are My Investments Protected

Inclusions

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Individual Subscription

$199/Annually

Team Subscription

$199/Annually