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The Fine Art of Not Screwing Up Your Clients Real Estate Investments

PREMIUM

Rich Arzaga, CFP®, CCIM
1 Credit

The Fine Art of Not Screwing Up Your Clients Real Estate Investments

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

Learn More

PREMIUM

Rich Arzaga, CFP®, CCIM
1 Credit

AI and Real Estate: Your Winning Investment Duo Awaits!

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

PREMIUM

Rich Arzaga, CFP®, CCIM
1 Credit

Building Resilient Portfolios: Mitigating Black Swan Risks

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

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PREMIUM

Drew Stevens, | CSA, CFF
1 Credit

Personal Finance Trends Mastery

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

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PREMIUM

Ilene Slatko
1 Credit

Boosting Your Firm's Success: The Power of a Financial Coach

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

Learn More

PREMIUM

Rich Arzaga, CFP®, CCIM
1 Credit

Rental Income Playbook: Because Your Clients Deserve a Win

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

Learn More

PREMIUM

Rich Arzaga, CFP®, CCIM
1 Credit

Keep, Lapse, or Buy? A Professional’s Guide to Insurance Policy Reviews

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

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Investment Real Estate Cash Flow Insights

PREMIUM

Rich Arzaga, CFP®, CCIM
2 Credits

Investment Real Estate Cash Flow Demystified: Practical Insights for Advisors

CPA (US)
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

Crystal Stranger, EA
2 Credits

The Real Deal on Tax-Free Foreign Investment in U.S. Corporations: Facts vs. Fiction

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

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PREMIUM

Drew Stevens, | CSA, CFF
1 Credit

Demystifying Securities: Your Guide to Investment Instruments

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

PREMIUM

Drew Stevens, | CSA, CFF
1 Credit

Inside the Ticker Tape: How Financial Markets Really Work

CPA (US)
CFP (US)
CMA
CPA/PFS
CGMA
CVA
ChFC
DE LPA
CTP
RICP
CLU
FPAC
FSCP
WMCP
IA LPA
CBA/MCBA
CASL
FRM
ME LPA
ChSNC

Learn More

PREMIUM

Drew Stevens, | CSA, CFF
1 Credit

Decoding Wall Street: A Beginner's Guide to Financial Markets

CPA (US)
CFP (US)
CPA/PFS
ChFC
DE LPA
CWS
RICP
CFIRS
FPAC
FSCP
WMCP
IA LPA
CASL
FRM
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+

The Fine Art of Not Screwing Up Your Clients Real Estate Investments

AI and Real Estate: Your Winning Investment Duo Awaits!

Building Resilient Portfolios: Mitigating Black Swan Risks

Personal Finance Trends Mastery

Boosting Your Firm's Success: The Power of a Financial Coach

Rental Income Playbook: Because Your Clients Deserve a Win

Keep, Lapse, or Buy? A Professional’s Guide to Insurance Policy Reviews

Investment Real Estate Cash Flow Demystified: Practical Insights for Advisors

The Real Deal on Tax-Free Foreign Investment in U.S. Corporations: Facts vs. Fiction

Demystifying Securities: Your Guide to Investment Instruments

Inside the Ticker Tape: How Financial Markets Really Work

Decoding Wall Street: A Beginner's Guide to Financial Markets

Inclusions

Do you have specific questions regarding Individual Subscription?

Individual Subscription

$199/Annually

Team Subscription

$199/Annually