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CE Courses for CSA (2024)

300+ Hours Online CPE/CE Approved Estate Planning, Trusts, Financial & Retirement Planning Courses for CSAs
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PREMIUM

J.Patrick Garverick, CPA, MT, CFP®
8 Credits

Passive Activities & Rental Real Estate Income Tax Issues

CSA
AFSP
CRTP
CFP® (US)
CPA (US)
CFA
EA
ORTP
CPA/PFS
TEP
ChFC
Maryland Tax Preparer
CPFA/QPFC
FSCP
CASL
ChSNC
RICP
WMCP
CIPM
CFIRS
CWS
LTC
IA LPA
ME LPA
DE LPA

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PREMIUM

Ilene Slatko
1 Credit

Estate Planning Strategies to Navigate Divorce Financial Challenges

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

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PREMIUM

Warren Bergstein, CPA, AEP©
1.5 Credits

Income Tax Planning for Financial Planners

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

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PREMIUM

Ilene Slatko
1 Credit

Strengthening Your Financial Health with FERS

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

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PREMIUM

Steve Abramson, CPC, CLU, ChFC
1.5 Credits

SECURE 2.0 Update - What was Changed and What was Added- Part 2

CSA
AFSP
CRTP
CFP® (US)
CPA (US)
CFA
EA
ORTP
CPA/PFS
TEP
ChFC
CLU
Maryland Tax Preparer
ERPA
CPFA/QPFC
FSCP
CASL
ChSNC
RICP
WMCP
CIPM
QKA
CFIRS
CWS
LTC
IA LPA
ME LPA
DE LPA
CAP
QKC
QPA
CPC
APM
NQPA
(k)RS
TGPC
CPSP

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PREMIUM

Ilene Slatko
1 Credit

Demystifying FERS and Calculating Your Retirement Eligibility

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

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PREMIUM

Ilene Slatko
1 Credit

An Overview of the FERS Retirement

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

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PREMIUM

Steve Abramson, CPC, CLU, ChFC
1.5 Credits

SECURE 2.0 Update - What Was Changed and What Was Added- Part 1

CSA
AFSP
CRTP
CFP® (US)
CPA (US)
CFA
EA
ORTP
CPA/PFS
TEP
ChFC
CLU
Maryland Tax Preparer
ERPA
CPFA/QPFC
FSCP
CASL
ChSNC
RICP
WMCP
CIPM
QKA
CFIRS
CWS
LTC
IA LPA
ME LPA
DE LPA
CAP
QKC
QPA
CPC
APM
NQPA
(k)RS
TGPC
CPSP

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PREMIUM

2 Credits

The Role of Estate and Gift Tax in Financial Planning

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

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PREMIUM

Drew Stevens
1 Credit

Medicare Foundations: Building Blocks for a Healthy Retirement

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

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PREMIUM

Steve Abramson, CPC, CLU, ChFC
1.5 Credits

Qualified Domestic Relations Order (QDROs) – What you need to know

CSA
AFSP
CRTP
CFP® (US)
CPA (US)
CFA
EA
ORTP
CPA/PFS
TEP
ChFC
Maryland Tax Preparer
CPFA/QPFC
FSCP
CASL
ChSNC
RICP
WMCP
CIPM
CFIRS
CWS
LTC
IA LPA
ME LPA
DE LPA
CDFA

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PREMIUM

Virginia La Torre Jeker, J.D.
2 Credits

Transfer Taxes for American Nondomiciliary

CSA
AFSP
CRTP
CPA (US)
CFA
EA
ORTP
CPA/PFS
TEP
ChFC
Maryland Tax Preparer
CPFA/QPFC
FSCP
CASL
ChSNC
RICP
WMCP
CIPM
CFIRS
CWS
LTC
IA LPA
ME LPA
DE LPA

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