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EA
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CIA
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SHRM
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California Registered Tax Preparers (CRTP)
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Project Management Professional (PMP)
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Maryland Tax Preparer (MRTP)
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CGAP
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CAP
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Chartered Special Needs Consultant (ChSNC)
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Certified FP&A Professional (FP&A)
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Chartered Leadership Fellow (CLF)

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CE Courses for CSA (2025)

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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1000+

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Topics

Form 706 and 709: Optimizing Estate and Gift Taxes

PREMIUM

Warren Bergstein, CPA, AEP©
2 Credits

Form 706 and 709: Optimizing Estate and Gift Taxes

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

Learn More

Year-End Tax Planning with a Look Ahead to 2026 Possible Tax Changes

PREMIUM

Warren Bergstein, CPA, AEP©
2 Credits

Year-End Tax Planning with a Look Ahead to 2026 Possible Tax Changes

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

Jessie Seaman
1 Credit

Deductions, Gains, & Losses – Oh My! Navigating Trust Tax Filing

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

Learn More

Special Needs Planning: Financial Security and Care Solutions

PREMIUM

Nathan Shoff
1 Credit

Special Needs Planning: Financial Security and Care Solutions

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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Building a Legacy: Future-Proofing Family Businesses

PREMIUM

Ilene Slatko
1 Credit

Building a Legacy: Future-Proofing Family Businesses

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

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Estate Planning Opportunities Amid 2025 Tax Code Revisions

PREMIUM

Warren Bergstein, CPA, AEP©
1 Credit

Estate Planning Opportunities Amid 2025 Tax Code Revisions

CSA
AFSP
CRTP
CFP® (US)
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

Warren Bergstein, CPA, AEP©
0.5 Credit

Estate Planning for the Digital Age: Managing Digital Assets

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

Learn More

PREMIUM

Ilene Slatko
1 Credit

Boosting Your Firm's Success: The Power of a Financial Coach

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

Learn More

PREMIUM

J.Patrick Garverick, CPA (US), 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

Learn More

PREMIUM

1.5 Credits

Income Tax Planning for Financial Planners

CSA
AFSP
CRTP
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

Learn More

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

Learn More

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