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+

Valuation of Private Companies & Startups
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Valuation of Private Companies & Startups
  • CPA/ABV
  • CPA/CFF
  • CMA
  • CPA (US)
  • CVA
  • MAFF
  • CBA/MCBA
  • IA LPA
  • ME LPA
  • DE LPA
Global & U.S. Economic Trends: Trade Policies and Investment Strategies
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Global & U.S. Economic Trends: Trade Policies and Investment Strategies
  • CPA/ABV
  • CGFM
  • CMA
  • CPA (US)
  • CVA
  • CGMA
  • CPA/PFS
  • ChFC
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CTP
  • CBA/MCBA
  • FPAC
  • IA LPA
  • ME LPA
  • DE LPA
Life Insurance and Charitable Giving
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Life Insurance and Charitable Giving
  • CFP® (US)
  • CPA (US)
  • CFA
  • TEP
  • ChFC
  • CLU
  • CPFA/QPFC
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS
  • IA LPA
  • ME LPA
  • DE LPA
  • CAP
9 Market Lessons from 2024: Strategies for 2025 and Beyond
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9 Market Lessons from 2024: Strategies for 2025 and Beyond
  • 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
2025 Tax Reporting Issues for Investment Income
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2025 Tax Reporting Issues for Investment Income
  • 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
REIT Strategies and Exploring Opportunities for Professional Advisors
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REIT Strategies and Exploring Opportunities for Professional Advisors
  • 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
  • FRM
REITs: A Deeper Dive into Investment Strategies for Professionals
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REITs: A Deeper Dive into Investment Strategies for Professionals
  • CFP® (US)
  • CPA (US)
  • CFA
  • CPA/PFS
  • ChFC
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS
  • IA LPA
  • ME LPA
  • DE LPA
  • FRM
Investment Opportunities in Frontier Economies
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Investment Opportunities in Frontier Economies
  • 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
  • FRM
Using a Fixed-Income Ladder in Changing Interest Rate Scenarios
PREMIUM
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Using a Fixed-Income Ladder in Changing Interest Rate Scenarios
  • CFP® (US)
  • CPA (US)
  • CFA
  • CPA/PFS
  • ChFC
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS
  • IA LPA
  • ME LPA
  • DE LPA
  • FRM
Are Your Clients Financially Healthy? The National Debt Dilemma
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Are Your Clients Financially Healthy? The National Debt Dilemma
  • CFP® (US)
  • CPA (US)
  • CFA
  • CPA/PFS
  • ChFC
  • CLU
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS
  • IA LPA
  • ME LPA
  • DE LPA
  • FRM
  • CAP
Direct Indexing & Tax Loss Harvesting: Maximizing Tax Savings
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Direct Indexing & Tax Loss Harvesting: Maximizing Tax Savings
  • CFP® (US)
  • CPA (US)
  • CFA
  • CPA/PFS
  • ChFC
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CIPM
  • CFIRS
  • CWS
  • IA LPA
  • ME LPA
  • DE LPA
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