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CE Courses for CSA (2024)

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

  • All CSA CE courses are available in live & self study format which are approved by NASBA

  • Complete your CSA CE requirements which is 100% compliant with Principal Topic areas required by CSA

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How Much Is Too Much to Pay a Trustee or How to Avoid Being a Knucklehead
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How Much Is Too Much to Pay a Trustee or How to Avoid Being a Knucklehead
  • CSA
  • CPA (US)
  • CPA/PFS
  • CFA
  • ChFC
  • TEP
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  • 5
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Qualified Domestic Relations Order (QDROs) – What you need to know
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Qualified Domestic Relations Order (QDROs) – What you need to know
  • CSA
  • CPA (US)
  • EA
  • AFSP
  • CFP® (US)
  • CRTP
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  • 4.2
  • rating
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Transfer Taxes for American Nondomiciliary
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Transfer Taxes for American Nondomiciliary
  • CSA
  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • CPA/PFS
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  • 5
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The Role of Taxes in Financial Planning
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The Role of Taxes in Financial Planning
  • CSA
  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • CPA/PFS
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  • 4.3
  • rating
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Retire Right: Mastering the Art of Holistic Financial Planning
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Retire Right: Mastering the Art of Holistic Financial Planning
  • CSA
  • CPA (US)
  • CFP® (US)
  • CPA/PFS
  • CFA
  • ChFC
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  • 4.8
  • rating
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Employee Ownership Trusts
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Employee Ownership Trusts
  • CSA
  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • CPA/PFS
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  • 5
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Safe Harbor Success: Navigating the Future of Retirement Savings with Confidence
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Safe Harbor Success: Navigating the Future of Retirement Savings with Confidence
  • CSA
  • CPA (US)
  • CFP® (US)
  • CPA/PFS
  • CFA
  • ChFC
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  • 4
  • rating
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Roth Conversions
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Roth Conversions
  • CSA
  • CPA (US)
  • EA
  • AFSP
  • CFP® (US)
  • CRTP
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  • 4.6
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Common IRS Forms Received and Filed by IRA Holders
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Common IRS Forms Received and Filed by IRA Holders
  • CSA
  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • CPA/PFS
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  • 4.7
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Sacred Stewardship: Church Retirement Planning with 403(b) & 401(a)
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Sacred Stewardship: Church Retirement Planning with 403(b) & 401(a)
  • CSA
  • CPA (US)
  • CFP® (US)
  • CPA/PFS
  • CFA
  • ChFC
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  • 4.8
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Required Minimum Distributions
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Required Minimum Distributions
  • CSA
  • CPA (US)
  • EA
  • AFSP
  • CFP® (US)
  • CRTP
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  • 4.6
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Using Form 1040 as a Guide to Making Financial Planning Recommendations
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Using Form 1040 as a Guide to Making Financial Planning Recommendations
  • CSA
  • CPA (US)
  • EA
  • AFSP
  • CFP® (US)
  • CRTP
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  • 4.5
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myCPE Unlimited Access

With myCPE Unlimited Access annual subscription, you get an access to all continuing educational and professional development courses of eligible content for CPA (US), CPA (CA), EA, Tax Pros, CIA, CMA, CFE CFP® (US), CISA, CVA, SHRM, HRCI, FPC, CPP, FP&A, CTP, CFA, ACCA, and 100+ other qualifications.

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