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PREMIUM

Erik Kobayashi-Solomon, CVA
2 Credits

Mastering Options: Navigating Markets with Precision

CPA (US)
CMA
CPA/PFS
CGMA
CVA
CFA
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

Gregory Holzel, CPA, MBA
2 Credits

Financial Lexicon Unfolded: Mastering Key Investment Concepts

CPA (US)
CMA
CGMA
CVA
DE LPA
CTP
FPAC
IA LPA
CBA/MCBA
ME LPA

Learn More

PREMIUM

Gregory Holzel, CPA, MBA
2 Credits

Navigating the Nuances: Advanced Insights into Private Equity and Debt Assumptions

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

Learn More

Exit Strategies: Analyzing Key Investment Return Metrics

PREMIUM

Gregory Holzel, CPA, MBA
2 Credits

Exit Strategies: Analyzing Key Investment Return Metrics

CPA (US)
CMA
CGMA
CVA
DE LPA
CTP
FPAC
IA LPA
CBA/MCBA
FRM
ME LPA

Learn More

PREMIUM

Rita BasuMallick, | CPA, MBA
2 Credits

Investor Allocation Accounting for Hedge Funds

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

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PREMIUM

Jane Ryder, | EA, CPA
2 Credits

Tax Matters for Investors, Partners, Shareholders Entering & Exiting Entities

CPA (US)
EA
AFSP
CRTP
ORTP
Maryland Tax Preparer
DE LPA
LTC
IA LPA
ME LPA

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PREMIUM

Gregory Holzel, CPA, MBA
1 Credit

Benchmarking Mastery: Comparative Company Analysis

CPA (US)
CMA
CPA/ABV
CGMA
CVA
DE LPA
CTP
FPAC
IA LPA
CBA/MCBA
ME LPA

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PREMIUM

Drew Stevens, | CSA, CFF
1 Credit

AI and Personal Finance: Best Alternatives for Personal Investment Considerations

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

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PREMIUM

Ilene Slatko
1 Credit

Building Resilience in Personal Finance: Adapting to Uncertainty

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

Learn More

PREMIUM

Kevin McKechnie, AFE
1 Credit

Capitol Hill Confusion: What is really happening, when and Why?

CPA (US)
DE LPA
IA LPA
ME LPA

Learn More

PREMIUM

Phil Valvardi
1 Credit

Cannabis Financial Services (FS) Industry Level Set Fact vs Fiction

CPA (US)
DE LPA
IA LPA
ME LPA

Learn More

PREMIUM

Rocco Petrilli
1 Credit

Cannabis and Caverns of Cash…What Could Go Wrong?!

CPA (US)
DE LPA
IA LPA
ME LPA

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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+

Mastering Options: Navigating Markets with Precision

Financial Lexicon Unfolded: Mastering Key Investment Concepts

Navigating the Nuances: Advanced Insights into Private Equity and Debt Assumptions

Exit Strategies: Analyzing Key Investment Return Metrics

Investor Allocation Accounting for Hedge Funds

Tax Matters for Investors, Partners, Shareholders Entering & Exiting Entities

Benchmarking Mastery: Comparative Company Analysis

AI and Personal Finance: Best Alternatives for Personal Investment Considerations

Building Resilience in Personal Finance: Adapting to Uncertainty

Capitol Hill Confusion: What is really happening, when and Why?

Cannabis Financial Services (FS) Industry Level Set Fact vs Fiction

Cannabis and Caverns of Cash…What Could Go Wrong?!

Inclusions

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$199/Annually

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$199/Annually