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Hedge Fund Allocations: Investors Capital, Fees, and Ownership

PREMIUM

Rita BasuMallick, | CPA, MBA
3 Credits

Hedge Fund Allocations: Investors Capital, Fees, and Ownership

CPA (US)
CFE
CGMA
CVA
CFA
CGFM
DE LPA
CTP
FPAC
IA LPA
CBA/MCBA
ME LPA
CIPM

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Market Volatility and How to Protect Your Investments

PREMIUM

Drew Stevens, | CSA, CFF
1 Credit

Market Volatility and How to Protect Your Investments

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

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Valuation of Private Companies & Startups

PREMIUM

Gregory Holzel, CPA, MBA
1.5 Credits

Valuation of Private Companies & Startups

CPA (US)
CMA
CPA/ABV
CVA
DE LPA
IA LPA
CBA/MCBA
FRM
ME LPA

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PREMIUM

Richard Peck, | CFP,MBA,BA
1 Credit

Life Insurance and Charitable Giving

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

Learn More

9 Market Lessons from 2024: Strategies for 2025 and Beyond

PREMIUM

Larry Swedroe
1 Credit

9 Market Lessons from 2024: Strategies for 2025 and Beyond

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

Learn More

REIT Strategies and Exploring Opportunities for Professional Advisors

PREMIUM

Rich Arzaga, CFP®, CCIM
1 Credit

REIT Strategies and Exploring Opportunities for Professional Advisors

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

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PREMIUM

Rich Arzaga, CFP®, CCIM
1 Credit

REITs: A Deeper Dive into Investment Strategies for Professionals

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

Learn More

PREMIUM

Vijay Narwani, | CGMA , CPA , CISA
1 Credit

Investment Opportunities in Frontier Economies

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

Learn More

PREMIUM

Ilene Slatko
1 Credit

Using a Fixed-Income Ladder in Changing Interest Rate Scenarios

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

Learn More

Direct Indexing & Tax Loss Harvesting: Maximizing Tax Savings

PREMIUM

Eric Mangold
1 Credit

Direct Indexing & Tax Loss Harvesting: Maximizing Tax Savings

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

Learn More

Tax Savings Aren't Everything: Real Estate Mistakes You're Overlooking

PREMIUM

Rich Arzaga, CFP®, CCIM
1 Credit

Tax Savings Aren't Everything: Real Estate Mistakes You're Overlooking

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

Learn More

The New Investment Paradigm: Enhanced Returns, Reduced Risks

PREMIUM

Larry Swedroe
1 Credit

The New Investment Paradigm: Enhanced Returns, Reduced Risks

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

Hedge Fund Allocations: Investors Capital, Fees, and Ownership

Market Volatility and How to Protect Your Investments

Valuation of Private Companies & Startups

Life Insurance and Charitable Giving

9 Market Lessons from 2024: Strategies for 2025 and Beyond

REIT Strategies and Exploring Opportunities for Professional Advisors

REITs: A Deeper Dive into Investment Strategies for Professionals

Investment Opportunities in Frontier Economies

Using a Fixed-Income Ladder in Changing Interest Rate Scenarios

Direct Indexing & Tax Loss Harvesting: Maximizing Tax Savings

Tax Savings Aren't Everything: Real Estate Mistakes You're Overlooking

The New Investment Paradigm: Enhanced Returns, Reduced Risks

Inclusions

Do you have specific questions regarding Individual Subscription?

Individual Subscription

$199/Annually

Team Subscription

$199/Annually