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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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No. of Speakers

70+

No of Hours

1000+

No of Reviews

100k

Course Available

565+

Ethics
Tax Planning
Retirement planning
Estate Planning
Social Security
IRA
Trusts
Annuities
Estate Tax
Gift Planning
Roth
401(k)
Investment Planning
Medicare

Qualifications

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

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

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4.4

Trust Tax Filing

PREMIUM

Jessie Seaman
1 Credit

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

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

Learn More

4.7

Special Needs Planning: Financial Security and Care Solutions

PREMIUM

Nathan Shoff
1 Credit

Special Needs Planning: Financial Security and Care Solutions

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

Learn More

4.7

Building a Legacy: Future-Proofing Family Businesses

PREMIUM

Ilene Slatko
1 Credit

Building a Legacy: Future-Proofing Family Businesses

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

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4.5

Financial Coach

PREMIUM

Ilene Slatko
1 Credit

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

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

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4.4

Real Estate Tax Issues

PREMIUM

J.Patrick Garverick, CPA (US), CFP®
8 Credits

Passive Activities & Rental Real Estate Income Tax Issues

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

Learn More

4.5

Estate Planning After Divorce

PREMIUM

Ilene Slatko
1 Credit

Estate Planning Strategies to Navigate Divorce Financial Challenges

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

Learn More

4.6

PREMIUM

Warren Bergstein, CPA, AEP©
1.5 Credits

Income Tax Planning for Financial Planners

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

Learn More

4.3

PREMIUM

Ilene Slatko
1 Credit

Strengthening Your Financial Health with FERS

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

Learn More

4.4

PREMIUM

Ilene Slatko
1 Credit

Demystifying FERS and Calculating Your Retirement Eligibility

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

Learn More

4.6

PREMIUM

Ilene Slatko
1 Credit

An Overview of the FERS Retirement

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

Learn More

4.6

Medicare & Retirement

PREMIUM

Drew Stevens
1 Credit

Medicare Foundations: Building Blocks for a Healthy Retirement

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

Learn More

4.6

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