First Name

Last Name

Organization Name

Work Email Address

12 Months

$199 /User

24 Months

$359 /UserSave 9%

36 Months

$499 /UserSave 16%

Number of Seats

Promo Code

Card No.

Card Holder Name

Expiry Date

CVV

Address

By signing up, I accept the MY-CPE Terms and Conditions and Privacy Notice

Guaranteed safe & secure checkout

Pay Securely $597

Name

John Smith

johnsmith@yahoo.com

Subscription

1 Year

Total Payment:

$597 for 3 Seats

Verification Code from Email

Pay $199

Personal Finance CPE Courses (2024)

Explore 100+ hours of NASBA-approved online CPE courses focused on Personal Finance, covering crucial topics from retirement planning to investment strategies and tax optimization.
All Personal Finance CPE courses meet rigorous standards for NASBA and multiple designations, ensuring they fulfill the diverse needs of financial professionals.
Complete your CPE requirements with confidence, as all courses are 100% compliant with the principal topic areas required by State board of accountancy and respective regulatory bodies, perfectly tailored for personal financial planners.

Real Prices, Real Value — Learn More

No. of Speakers

50+

No of Hours

100+

No of Reviews

50k

Course Available

88+

PREMIUM

Ilene Slatko
1 Credit

Helping Clients Find Meaning after Divorce

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

Learn More

PREMIUM

Linda Yao
2 Credits

How to be a Money Master Millionaire (Part 2)

CPA (US)
CFP® (US)
CVA
CPA/PFS
CFA
ChFC
CGFM
CWS
RICP
CFIRS
FSCP
WMCP
CBA/MCBA
FPAC
CASL
IA LPA
CIPM
ChSNC
ME LPA
DE LPA

Learn More

PREMIUM

Ilene Slatko
1 Credit

Rebuilding Finances After Divorce

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

Learn More

PREMIUM

Drew Stevens
1 Credit

Demystifying Annuities: Navigating Myths, Avoiding Mistakes, and Rebuilding Trust

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

Learn More

PREMIUM

Larry Swedroe
1 Credit

12 Lessons The Market Taught in 2023: Insights for Navigating 2024

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

Learn More

PREMIUM

Dr. Robert Minniti
1 Credit

Investing in REITs: Strategies for Financial Success

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

Learn More

PREMIUM

Griffin Bridgers
1 Credit

Technology versus Talent: Balancing Increasing Options in Both Worlds

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

Learn More

PREMIUM

Drew Stevens
1 Credit

AI and Personal Finance – Best Alternatives for Personal Investment Considerations

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

Learn More

PREMIUM

Ilene Slatko
1 Credit

Building Resilience in Personal Finance: Adapting to Uncertainty

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

Learn More

Personal Finance - Are My Investments Protected?

PREMIUM

Dr. Robert Minniti
1 Credit

Personal Finance - Are My Investments Protected?

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

Learn More

Unlocking the Potential of REITs: An Introduction for Professional Advisors

PREMIUM

Rich Arzaga, CFP®, CCIM
1 Credit

Unlocking the Potential of REITs: An Introduction for Professional Advisors

CPA (US)
CFP® (US)
CMA
CVA
CPA/PFS
CFA
ChFC
CGFM
CSA
CTP
CWS
RICP
CFIRS
CIMA
FSCP
WMCP
CBA/MCBA
FPAC
CPWA
CASL
IA LPA
CIPM
RMA
ChSNC
ME LPA
DE LPA

Learn More

Personal Finance – What are structured notes and should I invest?

PREMIUM

Dr. Robert Minniti
1 Credit

Personal Finance – What are structured notes and should I invest?

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

Learn More

MY-CPE Unlimited Access

With MY-CPE 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.

$199/ Year

Get Started

Inclusions

13,000+ Hrs of Diversified Content Access
100+ Qualifications (View)
Ethics Courses - All states / Qualifications
Mobile Application
Credit Tracker
Live Webinars (3000+ Hrs)

Customized Packages (1000+ Hrs | View)
Combo Packages (1000+ Hrs | View)
On Demand Videos (3000+ Hrs)
E-Books (500+ Hrs)
Conferences (500+ Hrs)

75+ Advanced Certification Programs
MY-CPE Shorts (10-15 min Trending Video)
Monthly/ Quarterly Industry Updates
Podcasts (300+ Hrs)
Qualifying Courses

Individual Subscription

Unlimited Access to Continuing Education: Dive into our extensive library at your own pace without incurring any extra cost for your learning and compliance.
Top-Quality Courses: Our expert-led continuing education courses in 500+ subject areas with average 4.5* ratings.
Flexibility: Learn anytime, anywhere, on any device.

$199/Annually

Teams Subscription

Unlimited Team Access to Continuing Education: Enable your team to grow together meeting compliances through our top quality courses.
Admin Dashboard: Easily track progress, manage team Learning, and assign continuing education courses.
Flexibility: Learn anytime, anywhere, on any device.