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Stock Market Investing & Retirement Planning

PREMIUM

Ilene Slatko
1 Credit

Stock Market Investing and Retirement Planning

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

Learn More

PREMIUM

Drew Stevens, | CSA, CFF
1 Credit

How To Conduct A Financial Needs Analysis From Debt To Wealth

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

Learn More

PREMIUM

Heather Liston, | CFP®, EA
1 Credit

Loss Aversion: How Does it Affect Your Investment Strategy?

CPA (US)
CPA/PFS
CFA
ChFC
Maryland Tax Preparer
DE LPA
RICP
FSCP
WMCP
IA LPA
CASL
ME LPA
CIPM
ChSNC

Learn More

PREMIUM

Heather Liston, | CFP®, EA
1 Credit

How to be a Sophisticated Consumer; Not a Myopic Consumer

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

Learn More

PREMIUM

Heather Liston, | CFP®, EA
1 Credit

Behavioral Finance: How to Bring Your Best Instincts to Your Financial Plan

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

Learn More

PREMIUM

Lynn Fountain, CPA (US), CGMA, CRMA, cPIA, MBA
2 Credits

The Controller Function: Cash Flow, Cash Flow System, and Strategic Investing

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

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PREMIUM

Ilene Slatko
1 Credit

The Money Pyramid and Financial Decision-Making

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

Learn More

PREMIUM

Ilene Slatko
1 Credit

Credit Use-Abuse with Insurance Basics

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

Learn More

PREMIUM

Drew Stevens, | CSA, CFF
1 Credit

Investment Risk - How to determine risk for consumers

CPA (US)
CGFM
DE LPA
CTP
CLU
FPAC
IA LPA
ME LPA

Learn More

PREMIUM

Drew Stevens, | CSA, CFF
1 Credit

The Big Debate: Passive Vs. Active Investing

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

Learn More

PREMIUM

Drew Stevens, | CSA, CFF
1 Credit

Worthy Asset Classes – Crypto, Real Estate and Opportunity Zones

CPA (US)
CMA
DE LPA
CTP
FPAC
IA LPA
ME LPA

Learn More

PREMIUM

Larry Swedroe
1 Credit

Wise Investing Made Simple

CPA (US)
CPA/PFS
CFA
CGFM
ChFC
DE LPA
CTP
CWS
RICP
CFIRS
FPAC
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+

Stock Market Investing and Retirement Planning

How To Conduct A Financial Needs Analysis From Debt To Wealth

Loss Aversion: How Does it Affect Your Investment Strategy?

How to be a Sophisticated Consumer; Not a Myopic Consumer

Behavioral Finance: How to Bring Your Best Instincts to Your Financial Plan

The Controller Function: Cash Flow, Cash Flow System, and Strategic Investing

The Money Pyramid and Financial Decision-Making

Credit Use-Abuse with Insurance Basics

Investment Risk - How to determine risk for consumers

The Big Debate: Passive Vs. Active Investing

Worthy Asset Classes – Crypto, Real Estate and Opportunity Zones

Wise Investing Made Simple

Inclusions

Do you have specific questions regarding Individual Subscription?

Individual Subscription

$199/Annually

Team Subscription

$199/Annually