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.

Real Prices, Real Value — Learn More

No. of Speakers

50+

No of Hours

200+

No of Reviews

50K

Course Available

195+

Global Market Outlook: Understanding Q4 2024 Economic Trends
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Global Market Outlook: Understanding Q4 2024 Economic Trends
  • CPA/ABV
  • CGFM
  • CMA
  • CPA (US)
  • CVA
  • CPA/PFS
  • ChFC
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CTP
  • CBA/MCBA
  • FPAC
  • IA LPA
  • ME LPA
  • DE LPA
Direct Indexing & Tax Loss Harvesting: Maximizing Tax Savings
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Direct Indexing & Tax Loss Harvesting: Maximizing Tax Savings
  • CPA (US)
  • CFA
  • CPA/PFS
  • ChFC
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS
  • IA LPA
  • ME LPA
  • DE LPA
Tax Savings Aren't Everything: Real Estate Mistakes You're Overlooking
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Tax Savings Aren't Everything: Real Estate Mistakes You're Overlooking
  • AFSP
  • CRTP
  • CPA (US)
  • EA
  • ORTP
  • CPA/PFS
  • ChFC
  • Maryland Tax Preparer
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • LTC
  • IA LPA
  • ME LPA
  • DE LPA
The New Investment Paradigm: Enhanced Returns, Reduced Risks
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The New Investment Paradigm: Enhanced Returns, Reduced Risks
  • CFP® (US)
  • CPA (US)
  • CFA
  • CGMA
  • CPA/PFS
  • ChFC
  • CLU
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS
  • IA LPA
  • ME LPA
  • DE LPA
  • FRM
  • CIMA
  • CPWA
  • RMA
  • CAP
The Fine Art of Not Screwing Up Your Clients Real Estate Investments
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The Fine Art of Not Screwing Up Your Clients Real Estate Investments
  • CFP® (US)
  • CPA (US)
  • CFA
  • CPA/PFS
  • ChFC
  • CLU
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS
  • IA LPA
  • ME LPA
  • DE LPA
  • FRM
  • CIMA
  • CPWA
  • RMA
  • CAP
AI Meets Real Estate
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AI and Real Estate: Your Winning Investment Duo Awaits!
  • CPA/ABV
  • CFP® (US)
  • CGFM
  • CMA
  • CPA (US)
  • CVA
  • CFA
  • CPA/PFS
  • ChFC
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CTP
  • CBA/MCBA
  • FPAC
  • CFIRS
  • CWS
  • IA LPA
  • ME LPA
  • DE LPA
  • CIMA
  • CPWA
  • RMA
Resilient Portfolios
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Building Resilient Portfolios: Mitigating Black Swan Risks
  • CPA/ABV
  • CFP® (US)
  • CMA
  • CPA (US)
  • CVA
  • CFA
  • CGMA
  • CPA/PFS
  • TEP
  • ChFC
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CTP
  • CBA/MCBA
  • CFIRS
  • CWS
  • IA LPA
  • ME LPA
  • DE LPA
  • FRM
Finance Trends
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Personal Finance Trends Mastery
  • CFP® (US)
  • CPA (US)
  • CFA
  • CPA/PFS
  • TEP
  • ChFC
  • CSA
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS
  • IA LPA
  • ME LPA
  • DE LPA
Financial Coach
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Boosting Your Firm's Success: The Power of a Financial Coach
  • CPA (US)
  • CFA
  • CPA/PFS
  • TEP
  • ChFC
  • CSA
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS
  • IA LPA
  • ME LPA
  • DE LPA
Rental Income Playbook: Because Your Clients Deserve a Win
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Rental Income Playbook: Because Your Clients Deserve a Win
  • CFP® (US)
  • CPA (US)
  • CFA
  • CPA/PFS
  • ChFC
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS
  • IA LPA
  • ME LPA
  • DE LPA
Tax Reporting Updates
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Tax Reporting Issues for Investment Income for 2024-25
  • AFSP
  • CRTP
  • CFP® (US)
  • CPA (US)
  • EA
  • ORTP
  • CPA/PFS
  • ChFC
  • Maryland Tax Preparer
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • LTC
  • IA LPA
  • ME LPA
  • DE LPA
Keep, Lapse, or Buy? A Professional’s Guide to Insurance Policy Reviews
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Keep, Lapse, or Buy? A Professional’s Guide to Insurance Policy Reviews
  • CFP® (US)
  • CPA (US)
  • CFA
  • CPA/PFS
  • ChFC
  • CLU
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS
  • IA LPA
  • ME LPA
  • DE LPA
  • CAP
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