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PREMIUM

Stefan Sharkansky
1 Credit

Why Minimizing the Costs of Investment Products Should be a Priority of Advisors

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

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PREMIUM

Anna Knight, | CFP
1.5 Credits

10-Point Financial Health Check

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

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Market Volatility: Protect Your Investments

PREMIUM

Drew Stevens, | CSA, CFF
1.5 Credits

Market Volatility – How Can I CYA My CASH When the Market Decides to Turn

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

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The CPA Wealth Manager's Playbook Course

PREMIUM

Shawn McCabe
1 Credit

The CPA Wealth Manager's Playbook

CPA (US)
DE LPA
IA LPA
ME LPA

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PREMIUM

Ilene Slatko
1 Credit

Advisors Guide to an Advanced Look at Mutual Funds

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

Learn More

Harmony of Investing: Build Wealth Wisely

PREMIUM

Anna Knight, | CFP
1 Credit

Harmony of Investing

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

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PREMIUM

Shawn McCabe
1 Credit

Burn the timesheet. How becoming an RIA can change everything.

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

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PREMIUM

Linda Yao, | CPA Canada
1.5 Credits

Your Retirement Income Resources

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

Learn More

PREMIUM

Dev Strischek, | MBA
1.5 Credits

Financial Projections for Determining Long-Term Cash Flow Repayment Ability

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

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PREMIUM

Linda Yao, | CPA Canada
1 Credit

Your Plan to Retirement (So, you won’t run out of money)

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

Learn More

PREMIUM

Linda Yao, | CPA Canada
1 Credit

A Million Dollar Baby

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

Learn More

PREMIUM

Ilene Slatko
1 Credit

Introduction to Estate Planning

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

Why Minimizing the Costs of Investment Products Should be a Priority of Advisors

10-Point Financial Health Check

Market Volatility – How Can I CYA My CASH When the Market Decides to Turn

The CPA Wealth Manager's Playbook

Advisors Guide to an Advanced Look at Mutual Funds

Harmony of Investing

Burn the timesheet. How becoming an RIA can change everything.

Your Retirement Income Resources

Financial Projections for Determining Long-Term Cash Flow Repayment Ability

Your Plan to Retirement (So, you won’t run out of money)

A Million Dollar Baby

Introduction to Estate Planning

Inclusions

Do you have specific questions regarding Individual Subscription?

Individual Subscription

$199/Annually

Team Subscription

$199/Annually