MYCPE ONE

Comprehensive Divorce Financial Strategies Training

Build Practical Divorce Financial Advisory Expertise

certificate
4310

Enrollments

4.8/5(3.8K+ Reviews)
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Published on September, 2026
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Multiple

Qualifications 

25.5

Credits

25.5 Hours

Learning Duration

$299

Training Program Access

Overview

What You’ll learn

Divorce often creates challenges that extend far beyond the division of assets. Clients may face retirement plan issues, business valuation concerns, tax consequences, estate planning adjustments, debt allocation decisions, beneficiary changes, and the need to rebuild long-term financial security. Effective advisors must understand how these pieces fit together to provide meaningful guidance during a difficult period.

The training program, “Comprehensive Divorce Financial Strategies Training”, focuses on practical financial planning strategies used throughout the divorce process and beyond. It covers divorce planning fundamentals, retirement asset division, QDRO considerations, business valuations, debt and credit issues, tax planning opportunities, estate planning adjustments, beneficiary planning, and financial recovery strategies following divorce.

By focusing on real-world divorce planning scenarios, this training helps professionals strengthen advisory capabilities, improve client outcomes, and provide more comprehensive support throughout major financial life transitions.

Get Deeper Understanding of:
  • Divorce financial planning and settlement preparation strategies
  • Retirement asset division and QDRO considerations
  • Business valuation issues in divorce proceedings
  • Divorce-related tax planning and IRS resolution strategies
  • Estate planning and beneficiary updates after divorce
  • Financial recovery and wealth rebuilding techniques
Recommended For:
  • This program is designed for Certified Divorce Financial Analysts (CDFA), Certified Public Accountants (CPA-US), wealth advisors, financial planners, and professionals involved in divorce-related financial planning and advisory services.
  • It is particularly relevant for professionals working with asset division, retirement planning, business valuations, tax planning, estate planning, and wealth transition strategies during divorce. Those advising individuals navigating major financial changes before, during, or after divorce will find this training directly aligned with their responsibilities.
  • It is also suitable for professionals looking to strengthen divorce planning expertise, improve client advisory capabilities, and provide more comprehensive financial guidance during life transitions.
Resources included
  • Handout PDFs for every Module.
  • Glossary/Key Terms for every module.
  • Q&A directly with instructors.

Courses

Organizing and Planning for DivorceBalancing Emotions and Finances in DivorceCredit and Debt Issues in Divorce CasesDivorce After 50The Importance of Certified Business Valuations in Divorce CasesConquering the Division of Retirement Assets in DivorceFederal Retirement Plan in Divorce - Strategies and IssuesQualified Domestic Relations Order (QDROs) – What you need to knowBeneficiary Planning After DivorceEstate Planning Strategies to Navigate Divorce Financial ChallengesGray Divorce: Financial and Estate PlanningLeveraging OBBBA for Effective Divorce Tax PlanningDivorce Tax Relief and IRS Resolution StrategiesTax Planning For Defensive DivorceIRS Rules for Dependents, Filing Status, and DivorceTax Strategies for Bankruptcy, Divorce, Foreclosure, and Debt IssuesRebuilding Finances After DivorceHelping Clients Find Meaning after DivorceEthics for the Divorce Financial Professionals
Course Title Time Credits Learning Format
1 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 344755) (Valid upto : Dec 31, 2026) 1 CE Approved
Estate Planning for Personal Financial Specialist (PFS) 1 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Divorce Topics for Certified Divorce Financial Analyst (CDFA) (Valid upto : Sep 27, 2027) 1 CE Approved
Finance for Chartered Financial Consultant (ChFC) 1 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Trust and Estate Practitioners (TEP) 1 CPE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CPE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CPE Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CPE Eligible
Chartered Life Underwriter (CLU) 1 CPE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CPE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CPE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Finance for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Finance for Chartered Advisor in Philanthropy (CAP) 1 CPE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CPE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 344755) (Valid upto : Dec 31, 2026) 1 CE Approved
Estate Planning for Personal Financial Specialist (PFS) 1 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Divorce Topics for Certified Divorce Financial Analyst (CDFA) (Valid upto : Sep 27, 2027) 1 CE Approved
Finance for Chartered Financial Consultant (ChFC) 1 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Trust and Estate Practitioners (TEP) 1 CPE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CPE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CPE Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CPE Eligible
Chartered Life Underwriter (CLU) 1 CPE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CPE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CPE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Finance for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Finance for Chartered Advisor in Philanthropy (CAP) 1 CPE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CPE Eligible
On Demand (video)
  • Analyze how divorce might impact women and their children.
  • Discuss the benefits of careful financial preparation before divorce.
  • Explain how to discuss these issues with children.
1 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 344662) (Valid upto : Dec 31, 2026) 1 CE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Divorce Topics for Certified Divorce Financial Analyst (CDFA) (Valid upto : Aug 28, 2027) 1 CE Approved
Finance for Chartered Financial Consultant (ChFC) 1 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Trust and Estate Practitioners (TEP) 1 CPE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CPE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CPE Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CPE Eligible
Chartered Life Underwriter (CLU) 1 CPE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CPE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CPE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Finance for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Finance for Chartered Advisor in Philanthropy (CAP) 1 CPE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CPE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 344662) (Valid upto : Dec 31, 2026) 1 CE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Divorce Topics for Certified Divorce Financial Analyst (CDFA) (Valid upto : Aug 28, 2027) 1 CE Approved
Finance for Chartered Financial Consultant (ChFC) 1 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Trust and Estate Practitioners (TEP) 1 CPE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CPE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CPE Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CPE Eligible
Chartered Life Underwriter (CLU) 1 CPE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CPE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CPE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Finance for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Finance for Chartered Advisor in Philanthropy (CAP) 1 CPE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CPE Eligible
On Demand (video)
  • Discuss how emotions can cloud financial decision-making.
  • Analyze why divorce decisions require logical thinking and decision-making.
  • Discuss how to discuss these issues with children.
1 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 344667) (Valid upto : Dec 31, 2026) 1 CE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Divorce Topics for Certified Divorce Financial Analyst (CDFA) (Valid upto : Aug 27, 2027) 1 CE Approved
Finance for Chartered Financial Consultant (ChFC) 1 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Trust and Estate Practitioners (TEP) 1 CPE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CPE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CPE Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CPE Eligible
Financial Planning for Chartered Life Underwriter (CLU) 1 CPE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CPE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CPE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Finance for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Finance for Chartered Advisor in Philanthropy (CAP) 1 CPE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CPE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 344667) (Valid upto : Dec 31, 2026) 1 CE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Divorce Topics for Certified Divorce Financial Analyst (CDFA) (Valid upto : Aug 27, 2027) 1 CE Approved
Finance for Chartered Financial Consultant (ChFC) 1 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Trust and Estate Practitioners (TEP) 1 CPE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CPE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CPE Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CPE Eligible
Financial Planning for Chartered Life Underwriter (CLU) 1 CPE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CPE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CPE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Finance for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Finance for Chartered Advisor in Philanthropy (CAP) 1 CPE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CPE Eligible
On Demand (video)
  • Explain the difference between good and bad debt  
  • Discuss the importance of financial empowerment post-divorce  
  • Acquire skills to articulate the significance of these changes to your clients.
1 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 344673) (Valid upto : Dec 31, 2026) 1 CE Approved
Estate Planning for Personal Financial Specialist (PFS) 1 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Divorce Topics for Certified Divorce Financial Analyst (CDFA) (Valid upto : Aug 27, 2027) 1 CE Approved
Finance for Chartered Financial Consultant (ChFC) 1 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Trust and Estate Practitioners (TEP) 1 CPE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CPE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CPE Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CPE Eligible
Chartered Life Underwriter (CLU) 1 CPE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CPE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CPE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Finance for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Finance for Chartered Advisor in Philanthropy (CAP) 1 CPE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CPE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 344673) (Valid upto : Dec 31, 2026) 1 CE Approved
Estate Planning for Personal Financial Specialist (PFS) 1 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Divorce Topics for Certified Divorce Financial Analyst (CDFA) (Valid upto : Aug 27, 2027) 1 CE Approved
Finance for Chartered Financial Consultant (ChFC) 1 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Trust and Estate Practitioners (TEP) 1 CPE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CPE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CPE Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CPE Eligible
Chartered Life Underwriter (CLU) 1 CPE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CPE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CPE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Finance for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Finance for Chartered Advisor in Philanthropy (CAP) 1 CPE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CPE Eligible
On Demand (video)
  • Analyze the three biggest post-divorce challenges for older women. 
  • Discuss the essential financial planning aspects of a Gray Divorce.
  • Explain the importance of making these changes to your clients.
1 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for Accredited in Business Valuation (ABV) 1 CPE Eligible
Financial Litigation/Financial Forensics for Certified Valuation Analyst (CVA) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Trust and Estate Practitioners (TEP) 1 CPE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CPE Eligible
Valuations for Chartered Life Underwriter (CLU) 1 CPE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CPE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CPE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Finance for Chartered Special Needs Consultant (ChSNC) 1 CPE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for Accredited in Business Valuation (ABV) 1 CPE Eligible
Financial Litigation/Financial Forensics for Certified Valuation Analyst (CVA) 1 CPE Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Trust and Estate Practitioners (TEP) 1 CPE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CPE Eligible
Valuations for Chartered Life Underwriter (CLU) 1 CPE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CPE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CPE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Finance for Chartered Special Needs Consultant (ChSNC) 1 CPE Eligible
On Demand (video)
  • To explain the importance of certified business valuations in divorce cases and the factors that need to be considered when valuing a business.
  • To identify the different methods used to calculate the value of a business, including asset-based, income-based, and market-based approaches.
  • To analyze the legal requirements for valuations in divorce cases, including the role of expert witnesses, and the use of valuations in property division settlements.
1 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Retirement Savings and Income Planning for Certified Financial Planner (CFP-US) (Approval No. 345601) (Valid upto : Dec 31, 2026) 1 CE Approved
Personal Financial Specialist (PFS) 1 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Divorce Topics for Certified Divorce Financial Analyst (CDFA) (Valid upto : Aug 27, 2027) 1 CE Approved
Finance for Chartered Financial Consultant (ChFC) 1 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Trust and Estate Practitioners (TEP) 1 CPE Eligible
Certified Wealth Strategist (CWS) 1 CPE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CPE Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CPE Eligible
Retirement Planning for Chartered Life Underwriter (CLU) 1 CPE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CPE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CPE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Finance for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Retirement Planning for Chartered Advisor in Philanthropy (CAP) 1 CPE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CPE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Retirement Savings and Income Planning for Certified Financial Planner (CFP-US) (Approval No. 345601) (Valid upto : Dec 31, 2026) 1 CE Approved
Personal Financial Specialist (PFS) 1 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Divorce Topics for Certified Divorce Financial Analyst (CDFA) (Valid upto : Aug 27, 2027) 1 CE Approved
Finance for Chartered Financial Consultant (ChFC) 1 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Trust and Estate Practitioners (TEP) 1 CPE Eligible
Certified Wealth Strategist (CWS) 1 CPE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CPE Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CPE Eligible
Retirement Planning for Chartered Life Underwriter (CLU) 1 CPE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CPE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CPE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Finance for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Retirement Planning for Chartered Advisor in Philanthropy (CAP) 1 CPE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CPE Eligible
On Demand (video)
  • Discuss the procedures for distributing various types of retirement assets.
  • Explore an overview of potential social security changes.
  • Analyze the implications of social security in divorce and after a spouse's death.
1 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Retirement Savings and Income Planning for Certified Financial Planner (CFP-US) (Approval No. 344677) (Valid upto : Dec 31, 2026) 1 CE Approved
Special situations (Housing, Divorce, Household employees) for Personal Financial Specialist (PFS) 1 CPE Eligible
Retirement Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Divorce Topics for Certified Divorce Financial Analyst (CDFA) (Valid upto : Jul 23, 2027) 1 CE Approved
Retirement Planning for Chartered Financial Consultant (ChFC) 1 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Trust and Estate Practitioners (TEP) 1 CPE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CPE Eligible
Retirement Planning for Retirement Income Certified Professional (RICP) 1 CPE Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CPE Eligible
Financial Planning for Chartered Life Underwriter (CLU) 1 CPE Eligible
Retirement Planning for Financial Services Certified Professional (FSCP) 1 CPE Eligible
Retirement Planning for Wealth Management Certified Professional (WMCP) 1 CPE Eligible
Retirement Planning for Chartered Advisor in Senior Living (CASL) 1 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Retirement Planning for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Finance for Chartered Advisor in Philanthropy (CAP) 1 CPE Eligible
Retirement Planning for Chartered Special Needs Consultant (ChSNC) 1 CPE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Retirement Savings and Income Planning for Certified Financial Planner (CFP-US) (Approval No. 344677) (Valid upto : Dec 31, 2026) 1 CE Approved
Special situations (Housing, Divorce, Household employees) for Personal Financial Specialist (PFS) 1 CPE Eligible
Retirement Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Divorce Topics for Certified Divorce Financial Analyst (CDFA) (Valid upto : Jul 23, 2027) 1 CE Approved
Retirement Planning for Chartered Financial Consultant (ChFC) 1 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Trust and Estate Practitioners (TEP) 1 CPE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CPE Eligible
Retirement Planning for Retirement Income Certified Professional (RICP) 1 CPE Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CPE Eligible
Financial Planning for Chartered Life Underwriter (CLU) 1 CPE Eligible
Retirement Planning for Financial Services Certified Professional (FSCP) 1 CPE Eligible
Retirement Planning for Wealth Management Certified Professional (WMCP) 1 CPE Eligible
Retirement Planning for Chartered Advisor in Senior Living (CASL) 1 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Retirement Planning for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Finance for Chartered Advisor in Philanthropy (CAP) 1 CPE Eligible
Retirement Planning for Chartered Special Needs Consultant (ChSNC) 1 CPE Eligible
On Demand (video)
  • Understand what paperwork the court must provide for a divorcing spouse to maintain retirement benefits.
  • Introduce strategies to maintain income in retirement for a non-federal spouse.
  • Identify issues both spouses must be aware of in a FERS-covered divorce.
1.5 Hours
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Retirement Savings and Income Planning for Certified Financial Planner (CFP-US) (Approval No. 349360) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 1.5 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Retirement Planning for Certified Divorce Financial Analyst (CDFA) (Valid upto : Oct 20, 2026) 1.5 CE Approved
Finance for Chartered Financial Consultant (ChFC) 1.5 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Financial Planning for Certified Wealth Strategist (CWS) 1.5 CPE Eligible
Finance for Retirement Income Certified Professional (RICP) 1.5 CPE Eligible
Finance for Certified Investment Management Analyst (CIMA) (Approval No. 26MYCPE004) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1.5 CPE Eligible
Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 26MYCPE004) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Chartered Life Underwriter (CLU) 1.5 CPE Eligible
Finance for Financial Services Certified Professional (FSCP) 1.5 CPE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1.5 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Finance for Chartered Advisor in Senior Living (CASL) 1.5 CPE Eligible
Employee Benefit Plan Audit Quality Center (EBPAQC) 1.5 CPE Eligible
Finance for Retirement Management Advisor (RMA) (Approval No. 26MYCPE004) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Finance for Certificate in Investment Performance Measurement (CIPM) 1.5 PL Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
Chartered Advisor in Philanthropy (CAP) 1.5 CPE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1.5 CPE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Retirement Savings and Income Planning for Certified Financial Planner (CFP-US) (Approval No. 349360) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 1.5 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Retirement Planning for Certified Divorce Financial Analyst (CDFA) (Valid upto : Oct 20, 2026) 1.5 CE Approved
Finance for Chartered Financial Consultant (ChFC) 1.5 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Financial Planning for Certified Wealth Strategist (CWS) 1.5 CPE Eligible
Finance for Retirement Income Certified Professional (RICP) 1.5 CPE Eligible
Finance for Certified Investment Management Analyst (CIMA) (Approval No. 26MYCPE004) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1.5 CPE Eligible
Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 26MYCPE004) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Chartered Life Underwriter (CLU) 1.5 CPE Eligible
Finance for Financial Services Certified Professional (FSCP) 1.5 CPE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1.5 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Finance for Chartered Advisor in Senior Living (CASL) 1.5 CPE Eligible
Employee Benefit Plan Audit Quality Center (EBPAQC) 1.5 CPE Eligible
Finance for Retirement Management Advisor (RMA) (Approval No. 26MYCPE004) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Finance for Certificate in Investment Performance Measurement (CIPM) 1.5 PL Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
Chartered Advisor in Philanthropy (CAP) 1.5 CPE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1.5 CPE Eligible
On Demand (video)
  • To discuss the issues to be covered in the QDRO.
  • To inspect common errors that occur in preparing and administering the QDRO.
  • To prepare exhibits for settlement negotiations.
1 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 344663) (Valid upto : Dec 31, 2026) 1 CE Approved
Special situations (Housing, Divorce, Household employees) for Personal Financial Specialist (PFS) 1 CPE Eligible
Retirement Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Divorce Topics for Certified Divorce Financial Analyst (CDFA) (Valid upto : Sep 15, 2027) 1 CE Approved
Retirement Planning for Chartered Financial Consultant (ChFC) 1 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Technology in Treasury for Certified Treasury Professional (CTP) 1 CPE Eligible
Estate Planning for Trust and Estate Practitioners (TEP) 1 CPE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CPE Eligible
Retirement Planning for Retirement Income Certified Professional (RICP) 1 CPE Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CPE Eligible
Retirement Planning for Chartered Life Underwriter (CLU) 1 CPE Eligible
Retirement Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Retirement Planning for Financial Services Certified Professional (FSCP) 1 CPE Eligible
Retirement Planning for Wealth Management Certified Professional (WMCP) 1 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Retirement Planning for Chartered Advisor in Senior Living (CASL) 1 CPE Eligible
Retirement Planning for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Retirement Planning for Chartered Advisor in Philanthropy (CAP) 1 CPE Eligible
Retirement Planning for Chartered Special Needs Consultant (ChSNC) 1 CPE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 344663) (Valid upto : Dec 31, 2026) 1 CE Approved
Special situations (Housing, Divorce, Household employees) for Personal Financial Specialist (PFS) 1 CPE Eligible
Retirement Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Divorce Topics for Certified Divorce Financial Analyst (CDFA) (Valid upto : Sep 15, 2027) 1 CE Approved
Retirement Planning for Chartered Financial Consultant (ChFC) 1 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Technology in Treasury for Certified Treasury Professional (CTP) 1 CPE Eligible
Estate Planning for Trust and Estate Practitioners (TEP) 1 CPE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CPE Eligible
Retirement Planning for Retirement Income Certified Professional (RICP) 1 CPE Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CPE Eligible
Retirement Planning for Chartered Life Underwriter (CLU) 1 CPE Eligible
Retirement Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Retirement Planning for Financial Services Certified Professional (FSCP) 1 CPE Eligible
Retirement Planning for Wealth Management Certified Professional (WMCP) 1 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Retirement Planning for Chartered Advisor in Senior Living (CASL) 1 CPE Eligible
Retirement Planning for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Retirement Planning for Chartered Advisor in Philanthropy (CAP) 1 CPE Eligible
Retirement Planning for Chartered Special Needs Consultant (ChSNC) 1 CPE Eligible
On Demand (video)
  • Explore why beneficiary elections are critical.
  • Identify the potential danger of not redoing these elections immediately post-divorce.
  • Explain the importance of making these changes to your clients.
1 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Estate Planning for Certified Financial Planner (CFP-US) (Approval No. 345603) (Valid upto : Dec 31, 2026) 1 CE Approved
Estate Planning for Personal Financial Specialist (PFS) 1 CPE Eligible
Estate Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Estate Planning for Chartered Financial Consultant (ChFC) 1 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Trust and Estate Practitioners (TEP) 1 CPE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CPE Eligible
Estate Planning for Retirement Income Certified Professional (RICP) 1 CPE Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CPE Eligible
Financial Planning for Chartered Life Underwriter (CLU) 1 CPE Eligible
Estate Planning for Financial Services Certified Professional (FSCP) 1 CPE Eligible
Estate Planning for Wealth Management Certified Professional (WMCP) 1 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Estate Planning for Chartered Advisor in Senior Living (CASL) 1 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Estate Planning for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Professional Development for Chartered Investment Manager (CIM) 1 CE Eligible
Finance for Chartered Advisor in Philanthropy (CAP) 1 CPE Eligible
Professional Development for Certified International Wealth Manager (CIWM) 1 CE Eligible
Estate Planning for Chartered Special Needs Consultant (ChSNC) 1 CPE Eligible
Professional Development for Estate & Trust Professional (MTI) 1 CE Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Estate Planning for Certified Financial Planner (CFP-US) (Approval No. 345603) (Valid upto : Dec 31, 2026) 1 CE Approved
Estate Planning for Personal Financial Specialist (PFS) 1 CPE Eligible
Estate Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Estate Planning for Chartered Financial Consultant (ChFC) 1 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Trust and Estate Practitioners (TEP) 1 CPE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CPE Eligible
Estate Planning for Retirement Income Certified Professional (RICP) 1 CPE Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CPE Eligible
Financial Planning for Chartered Life Underwriter (CLU) 1 CPE Eligible
Estate Planning for Financial Services Certified Professional (FSCP) 1 CPE Eligible
Estate Planning for Wealth Management Certified Professional (WMCP) 1 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Estate Planning for Chartered Advisor in Senior Living (CASL) 1 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Estate Planning for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Professional Development for Chartered Investment Manager (CIM) 1 CE Eligible
Finance for Chartered Advisor in Philanthropy (CAP) 1 CPE Eligible
Professional Development for Certified International Wealth Manager (CIWM) 1 CE Eligible
Estate Planning for Chartered Special Needs Consultant (ChSNC) 1 CPE Eligible
Professional Development for Estate & Trust Professional (MTI) 1 CE Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
On Demand (video)
  • Identify potential divorce-related financial challenges.
  • Identify key information for estate planning post-divorce.
  • Identify estate planning issues post-divorce.
1 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Estate Planning for Certified Financial Planner (CFP-US) (Approval No. 353003) (Valid upto : Dec 31, 2026) 1 CE Approved
Retirement and Financial Independence Planning for Personal Financial Specialist (PFS) 1 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Divorce Topics for Certified Divorce Financial Analyst (CDFA) (Valid upto : Sep 16, 2027) 1 CE Approved
Financial Planning for Chartered Financial Consultant (ChFC) 1 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Estate Planning for Trust and Estate Practitioners (TEP) 1 CPE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CPE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CPE Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CPE Eligible
Financial Planning for Chartered Life Underwriter (CLU) 1 CPE Eligible
Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CPE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CPE Eligible
Financial Planning for Chartered Advisor in Philanthropy (CAP) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Financial Planning for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CPE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Estate Planning for Certified Financial Planner (CFP-US) (Approval No. 353003) (Valid upto : Dec 31, 2026) 1 CE Approved
Retirement and Financial Independence Planning for Personal Financial Specialist (PFS) 1 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Divorce Topics for Certified Divorce Financial Analyst (CDFA) (Valid upto : Sep 16, 2027) 1 CE Approved
Financial Planning for Chartered Financial Consultant (ChFC) 1 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Estate Planning for Trust and Estate Practitioners (TEP) 1 CPE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CPE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 1 CPE Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CPE Eligible
Financial Planning for Chartered Life Underwriter (CLU) 1 CPE Eligible
Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CPE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CPE Eligible
Financial Planning for Chartered Advisor in Philanthropy (CAP) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Financial Planning for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CPE Eligible
On Demand (video)
  • Evaluate estate planning considerations involving titling, beneficiaries, and heirs.
  • Assess planning risks related to cash flow, account ownership, and legacy goals.
  • Apply practical communication strategies to support coordinated financial and estate planning decisions.
1 Hour
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-02768-25-S) 1 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-02768-25-S) 1 CE Approved
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 344684) (Valid upto : Dec 31, 2026) 1 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02269) 1 CE Approved
Taxes for Personal Financial Specialist (PFS) 1 CPE Eligible
Divorce Topics for Certified Divorce Financial Analyst (CDFA) (Valid upto : Dec 08, 2026) 1 CE Approved
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-02768-25-S) 1 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 1 CPE Eligible
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-02768-25-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Taxes for Retirement Income Certified Professional (RICP) 1 CPE Eligible
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-02768-25-S) 1 CE Approved
Taxes for Chartered Life Underwriter (CLU) 1 CPE Eligible
Taxes for Financial Services Certified Professional (FSCP) 1 CPE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 1 CPE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 1 CPE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Taxes for Chartered Advisor in Philanthropy (CAP) 1 CPE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 1 CPE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-02768-25-S) 1 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-02768-25-S) 1 CE Approved
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 344684) (Valid upto : Dec 31, 2026) 1 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02269) 1 CE Approved
Taxes for Personal Financial Specialist (PFS) 1 CPE Eligible
Divorce Topics for Certified Divorce Financial Analyst (CDFA) (Valid upto : Dec 08, 2026) 1 CE Approved
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-02768-25-S) 1 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 1 CPE Eligible
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-02768-25-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Taxes for Retirement Income Certified Professional (RICP) 1 CPE Eligible
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-02768-25-S) 1 CE Approved
Taxes for Chartered Life Underwriter (CLU) 1 CPE Eligible
Taxes for Financial Services Certified Professional (FSCP) 1 CPE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 1 CPE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 1 CPE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Taxes for Chartered Advisor in Philanthropy (CAP) 1 CPE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 1 CPE Eligible
On Demand (video)
  • Evaluate how SALT deduction provisions influence divorce settlement negotiations.
  • Apply Trump Accounts in custody and education settlement strategies.
  • Examine taxation of gratuities and overtime under OBBBA provisions.
2 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02795-25-S) 2 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02795-25-S) 2 CE Approved
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 344674) (Valid upto : Dec 31, 2026) 2 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02279) 2 CE Approved
Taxes for Personal Financial Specialist (PFS) 2 CPE Eligible
Divorce Topics for Certified Divorce Financial Analyst (CDFA) (Valid upto : Nov 03, 2026) 2 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02795-25-S) 2 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 2 CPE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02795-25-S) 2 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02795-25-S) 2 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 2 CPE Eligible
Taxes for Chartered Life Underwriter (CLU) 2 CPE Eligible
Taxes for Financial Services Certified Professional (FSCP) 2 CPE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 2 CPE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Taxes for Chartered Advisor in Senior Living (CASL) 2 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
Taxes for Chartered Advisor in Philanthropy (CAP) 2 CPE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 2 CPE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02795-25-S) 2 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02795-25-S) 2 CE Approved
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 344674) (Valid upto : Dec 31, 2026) 2 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02279) 2 CE Approved
Taxes for Personal Financial Specialist (PFS) 2 CPE Eligible
Divorce Topics for Certified Divorce Financial Analyst (CDFA) (Valid upto : Nov 03, 2026) 2 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02795-25-S) 2 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 2 CPE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02795-25-S) 2 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02795-25-S) 2 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 2 CPE Eligible
Taxes for Chartered Life Underwriter (CLU) 2 CPE Eligible
Taxes for Financial Services Certified Professional (FSCP) 2 CPE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 2 CPE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Taxes for Chartered Advisor in Senior Living (CASL) 2 CPE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
Taxes for Chartered Advisor in Philanthropy (CAP) 2 CPE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 2 CPE Eligible
On Demand (video)
  • Explain qualifications for Currently Not Collectible status.
  • Evaluate impact of divorce decrees on IRS collections.
  • Recognize financial pitfalls in divorce-related tax resolution cases.
2 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03345-26-S) 2 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03345-26-S) 2 CE Approved
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 352994) (Valid upto : Dec 31, 2026) 2 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02805) 2 CE Approved
Taxes for Personal Financial Specialist (PFS) 2 CPE Eligible
Taxes for Chartered Financial Analyst (CFA) 2 PL Eligible
Divorce Topics for Certified Divorce Financial Analyst (CDFA) (Valid upto : Sep 16, 2027) 2 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03345-26-S) 2 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 2 CPE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03345-26-S) 2 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Estate Planning for Trust and Estate Practitioners (TEP) 2 CPE Eligible
Taxes for Certified Wealth Strategist (CWS) 2 CPE Eligible
Taxes for Retirement Income Certified Professional (RICP) 2 CPE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03345-26-S) 2 CE Approved
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CPE Eligible
Taxes for Chartered Life Underwriter (CLU) 2 CPE Eligible
Retirement Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 2 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 2 CPE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 2 CPE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Taxes for Chartered Advisor in Senior Living (CASL) 2 CPE Eligible
Taxes for Chartered Advisor in Philanthropy (CAP) 2 CPE Eligible
Taxes for Certificate in Investment Performance Measurement (CIPM) 2 PL Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
Taxes for Chartered Special Needs Consultant (ChSNC) 2 CPE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03345-26-S) 2 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03345-26-S) 2 CE Approved
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 352994) (Valid upto : Dec 31, 2026) 2 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02805) 2 CE Approved
Taxes for Personal Financial Specialist (PFS) 2 CPE Eligible
Taxes for Chartered Financial Analyst (CFA) 2 PL Eligible
Divorce Topics for Certified Divorce Financial Analyst (CDFA) (Valid upto : Sep 16, 2027) 2 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03345-26-S) 2 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 2 CPE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03345-26-S) 2 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Estate Planning for Trust and Estate Practitioners (TEP) 2 CPE Eligible
Taxes for Certified Wealth Strategist (CWS) 2 CPE Eligible
Taxes for Retirement Income Certified Professional (RICP) 2 CPE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03345-26-S) 2 CE Approved
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CPE Eligible
Taxes for Chartered Life Underwriter (CLU) 2 CPE Eligible
Retirement Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 2 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 2 CPE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 2 CPE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Taxes for Chartered Advisor in Senior Living (CASL) 2 CPE Eligible
Taxes for Chartered Advisor in Philanthropy (CAP) 2 CPE Eligible
Taxes for Certificate in Investment Performance Measurement (CIPM) 2 PL Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
Taxes for Chartered Special Needs Consultant (ChSNC) 2 CPE Eligible
On Demand (video)
  • Identify tax planning considerations in marital dissolutions and living together arrangements.
  • Apply current tax perspectives to property transfers, asset divisions, alimony, filing status, exemptions, and child support.
  • Recognize defensive planning strategies for tax-sensitive divorce-related arrangements.
2 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03304-26-S) 2 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03304-26-S) 2 CE Approved
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 350759) (Valid upto : Dec 31, 2026) 2 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02772) 2 CE Approved
Taxes for Personal Financial Specialist (PFS) 2 CPE Eligible
Divorce Topics for Certified Divorce Financial Analyst (CDFA) (Valid upto : Sep 16, 2027) 2 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03304-26-S) 2 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 2 CPE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03304-26-S) 2 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Taxes for Retirement Income Certified Professional (RICP) 2 CPE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03304-26-S) 2 CE Approved
Taxes for Chartered Life Underwriter (CLU) 2 CPE Eligible
Taxes for Financial Services Certified Professional (FSCP) 2 CPE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 2 CPE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 2 CPE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
Taxes for Chartered Advisor in Philanthropy (CAP) 2 CPE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 2 CPE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03304-26-S) 2 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03304-26-S) 2 CE Approved
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 350759) (Valid upto : Dec 31, 2026) 2 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02772) 2 CE Approved
Taxes for Personal Financial Specialist (PFS) 2 CPE Eligible
Divorce Topics for Certified Divorce Financial Analyst (CDFA) (Valid upto : Sep 16, 2027) 2 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03304-26-S) 2 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 2 CPE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03304-26-S) 2 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Taxes for Retirement Income Certified Professional (RICP) 2 CPE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03304-26-S) 2 CE Approved
Taxes for Chartered Life Underwriter (CLU) 2 CPE Eligible
Taxes for Financial Services Certified Professional (FSCP) 2 CPE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 2 CPE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 2 CPE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
Taxes for Chartered Advisor in Philanthropy (CAP) 2 CPE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 2 CPE Eligible
On Demand (video)
  • To discuss the eligibility criteria for Head of Household (HOH) filing status.
  • To analyze the difference between specified relatives and non-qualifying relationships.
  • To discuss the financial benefits and drawbacks associated with various filing statuses.
2.5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03299-26-S) 2 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03299-26-S) 2 CE Approved
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 352999) (Valid upto : Dec 31, 2026) 2.5 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02767) 2 CE Approved
Taxes for Personal Financial Specialist (PFS) 2.5 CPE Eligible
Divorce Topics for Certified Divorce Financial Analyst (CDFA) (Valid upto : Sep 16, 2027) 2.5 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03299-26-S) 2 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 2.5 CPE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03299-26-S) 2 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2.5 CPE Approved
Taxes for Retirement Income Certified Professional (RICP) 2.5 CPE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03299-26-S) 2 CE Approved
Taxes for Financial Services Certified Professional (FSCP) 2.5 CPE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 2.5 CPE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 2.5 CPE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2.5 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 2.5 CPE Approved
Taxes for Chartered Special Needs Consultant (ChSNC) 2.5 CPE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03299-26-S) 2 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03299-26-S) 2 CE Approved
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 352999) (Valid upto : Dec 31, 2026) 2.5 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02767) 2 CE Approved
Taxes for Personal Financial Specialist (PFS) 2.5 CPE Eligible
Divorce Topics for Certified Divorce Financial Analyst (CDFA) (Valid upto : Sep 16, 2027) 2.5 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03299-26-S) 2 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 2.5 CPE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03299-26-S) 2 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2.5 CPE Approved
Taxes for Retirement Income Certified Professional (RICP) 2.5 CPE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03299-26-S) 2 CE Approved
Taxes for Financial Services Certified Professional (FSCP) 2.5 CPE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 2.5 CPE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 2.5 CPE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2.5 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 2.5 CPE Approved
Taxes for Chartered Special Needs Consultant (ChSNC) 2.5 CPE Eligible
On Demand (video)
  • Analyze cancellation of indebtedness income rules and applicable exclusions under Section 108.
  • Evaluate the tax implications of property repossessions and bad debt deductions.
  • Apply tax planning strategies to help clients navigate financial and personal setbacks.
1 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 344758) (Valid upto : Dec 31, 2026) 1 CE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Certified Treasury Professional (CTP) 1 CPE Eligible
Trust and Estate Practitioners (TEP) 1 CPE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CPE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CPE Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CPE Eligible
Financial Planning for Chartered Life Underwriter (CLU) 1 CPE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CPE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Finance for Chartered Advisor in Senior Living (CASL) 1 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Finance for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Professional Development for Chartered Investment Manager (CIM) 1 CE Eligible
Finance for Chartered Advisor in Philanthropy (CAP) 1 CPE Eligible
Professional Development for Certified International Wealth Manager (CIWM) 1 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CPE Eligible
Professional Development for Estate & Trust Professional (MTI) 1 CE Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 344758) (Valid upto : Dec 31, 2026) 1 CE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Finance for Chartered Financial Consultant (ChFC) 1 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Certified Treasury Professional (CTP) 1 CPE Eligible
Trust and Estate Practitioners (TEP) 1 CPE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CPE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CPE Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CPE Eligible
Financial Planning for Chartered Life Underwriter (CLU) 1 CPE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CPE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Finance for Chartered Advisor in Senior Living (CASL) 1 CPE Eligible
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Finance for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Professional Development for Chartered Investment Manager (CIM) 1 CE Eligible
Finance for Chartered Advisor in Philanthropy (CAP) 1 CPE Eligible
Professional Development for Certified International Wealth Manager (CIWM) 1 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CPE Eligible
Professional Development for Estate & Trust Professional (MTI) 1 CE Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
On Demand (video)
  • Identify potential financial issues and stressors post-divorce.
  • Introduce strategies to rebuild assets and credit post-divorce.
  • Discuss how to help best and advise clients going through divorce.
1 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for Chartered Professional Accountant in Canada 1 CPD Eligible
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 344679) (Valid upto : Dec 31, 2026) 1 CE Approved
Personal Financial Specialist (PFS) 1 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Divorce Topics for Certified Divorce Financial Analyst (CDFA) (Valid upto : Sep 02, 2027) 1 CE Approved
Finance for Chartered Financial Consultant (ChFC) 1 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CPE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CPE Eligible
Chartered Accountant - ICAEW 1 CPE Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CPE Eligible
Chartered Life Underwriter (CLU) 1 CPE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CPE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Finance for Chartered Advisor in Senior Living (CASL) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Finance for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Finance for Chartered Advisor in Philanthropy (CAP) 1 CPE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CPE Eligible
Chartered Accountants - Scotland 1 CPE Eligible
Chartered Accountants - Ireland (CAI) 1 CPE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for Chartered Professional Accountant in Canada 1 CPD Eligible
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 344679) (Valid upto : Dec 31, 2026) 1 CE Approved
Personal Financial Specialist (PFS) 1 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Divorce Topics for Certified Divorce Financial Analyst (CDFA) (Valid upto : Sep 02, 2027) 1 CE Approved
Finance for Chartered Financial Consultant (ChFC) 1 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CPE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CPE Eligible
Chartered Accountant - ICAEW 1 CPE Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CPE Eligible
Chartered Life Underwriter (CLU) 1 CPE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CPE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Finance for Chartered Advisor in Senior Living (CASL) 1 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Finance for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Finance for Chartered Advisor in Philanthropy (CAP) 1 CPE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CPE Eligible
Chartered Accountants - Scotland 1 CPE Eligible
Chartered Accountants - Ireland (CAI) 1 CPE Eligible
On Demand (video)
  • Discuss the model of self-actualization and how to put it into practice.
  • Discuss the importance of teaching these skills to children.
  • Analyze how to discuss these issues with your clients better.
2.5 Hours
License details Credits Status
Regulatory Ethics for Certified Public Accountants (CPA-US) 2.5 CPE Approved
Professional Conduct and Regulation for Certified Financial Planner (CFP-US) (Approval No. 353008) (Valid upto : Dec 31, 2026) 2.5 CE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 2.5 CPE Eligible
Ethical and Professional Standards for Chartered Financial Analyst (CFA) 2.5 PL Eligible
Divorce Topics for Certified Divorce Financial Analyst (CDFA) (Valid upto : Aug 20, 2027) 2.5 CE Approved
Business Ethics for Chartered Financial Consultant (ChFC) 2.5 CPE Eligible
Regulatory Ethics for Delaware Licensed Public Accountant (DE-LPA) 2.5 CPE Approved
Business Ethics for Certified Wealth Strategist (CWS) 2.5 CPE Eligible
Business Ethics for Retirement Income Certified Professional (RICP) 2.5 CPE Eligible
Business Ethics for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2.5 CPE Eligible
Business Ethics for Chartered Life Underwriter (CLU) 2.5 CPE Eligible
Business Ethics for Financial Services Certified Professional (FSCP) 2.5 CPE Eligible
Business Ethics for Wealth Management Certified Professional (WMCP) 2.5 CPE Eligible
Business Ethics for Chartered Advisor in Senior Living (CASL) 2.5 CPE Eligible
Regulatory Ethics for Iowa Licensed Public Accountant (IA-LPA) 2.5 CPE Approved
Ethical and Professional Standards for Certificate in Investment Performance Measurement (CIPM) 2.5 PL Eligible
Regulatory Ethics for Maine Licensed Public Accountant (ME-LPA) 2.5 CPE Approved
Business Ethics for Chartered Advisor in Philanthropy (CAP) 2.5 CPE Eligible
Business Ethics for Chartered Special Needs Consultant (ChSNC) 2.5 CPE Eligible
License details Credits Status
Regulatory Ethics for Certified Public Accountants (CPA-US) 2.5 CPE Approved
Professional Conduct and Regulation for Certified Financial Planner (CFP-US) (Approval No. 353008) (Valid upto : Dec 31, 2026) 2.5 CE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 2.5 CPE Eligible
Ethical and Professional Standards for Chartered Financial Analyst (CFA) 2.5 PL Eligible
Divorce Topics for Certified Divorce Financial Analyst (CDFA) (Valid upto : Aug 20, 2027) 2.5 CE Approved
Business Ethics for Chartered Financial Consultant (ChFC) 2.5 CPE Eligible
Regulatory Ethics for Delaware Licensed Public Accountant (DE-LPA) 2.5 CPE Approved
Business Ethics for Certified Wealth Strategist (CWS) 2.5 CPE Eligible
Business Ethics for Retirement Income Certified Professional (RICP) 2.5 CPE Eligible
Business Ethics for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2.5 CPE Eligible
Business Ethics for Chartered Life Underwriter (CLU) 2.5 CPE Eligible
Business Ethics for Financial Services Certified Professional (FSCP) 2.5 CPE Eligible
Business Ethics for Wealth Management Certified Professional (WMCP) 2.5 CPE Eligible
Business Ethics for Chartered Advisor in Senior Living (CASL) 2.5 CPE Eligible
Regulatory Ethics for Iowa Licensed Public Accountant (IA-LPA) 2.5 CPE Approved
Ethical and Professional Standards for Certificate in Investment Performance Measurement (CIPM) 2.5 PL Eligible
Regulatory Ethics for Maine Licensed Public Accountant (ME-LPA) 2.5 CPE Approved
Business Ethics for Chartered Advisor in Philanthropy (CAP) 2.5 CPE Eligible
Business Ethics for Chartered Special Needs Consultant (ChSNC) 2.5 CPE Eligible
On Demand (video)
  • Identify the seven principles of the IDFA Code of Ethics and Professional Responsibility and their relevance to divorce financial practice.
  • Recognize the boundary between permissible financial analysis and the unauthorized practice of law in client communications.
  • Evaluate conflicts of interest that may arise in neutral and retained-side divorce financial engagements.

* Disclaimer: Before attending any course, please verify that the credit details align with your qualification requirements. This certificate is designed to help you acquire new skills and knowledge, which may or may not fulfill specific compliance criteria. While we have made every effort to ensure our courses adhere to compliance standards, we recommend reviewing the details to confirm applicability for your needs.

Instructors

Earn Your Accounting CPE Credits with Drew Stevens

Drew Stevens

CEO and Leadership Change Expert, Stevens Performance

After more than four decades in financial services, he helps people within 5–10 years of retirement turn uncertainty into clarity, creating practical strategies for income, taxes, Social Security, and long-term financial confidence.


At Wisdom to Wealth, he takes an education-first approach focused on sustainable income, tax efficiency, and risk protection. His goal is to help clients understand their options and move forward with a coordinated retirement strategy.

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Elan Becker

Elan Becker

Founder, Enrolled Agent Concierge

Elan Becker is an Enrolled Agent admitted to practice before the IRS and the founder of Enrolled Agent Concierge, a boutique tax advisory practice known for white-glove service, responsiveness, and practical tax solutions. The firm guarantees a 48-hour client response time or the next month is free. With over a decade of experience in accounting, auditing, operations, and tax, Elan specializes in tax advisory, compliance, and resolution, guiding entrepreneurs and high-net-worth individuals through complex IRS codes to make tax work in their favor.


Elan’s approach emphasizes real-world strategies over academic theory, focusing on clarity and practical application in continuing education. His webinars help tax professionals stay up to date on regulatory trends and advanced tax strategies for high-net-worth clients.

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Ilene Slatko

Ilene Slatko

Account Executive, DSS Consulting

Ilene Slatko is CEO and founder of DSS Consulting and the e-learning platform Metamorphosis, where she coaches clients on building strong financial decision-making skills. With over 30 years as a financial advisor, she grew her business through her seminar series “Women and Their Money.” Ilene is a recognized subject-matter expert on the Federal Employees Retirement System (FERS) and delivers insights to civil-service employees across federal agencies.


As an award-winning speaker featured on MyCPE-One, Ilene empowers professionals with practical financial strategies and retirement planning expertise. Her platforms provide accessible education and consulting for personal and professional financial success.

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Jamie Lima

Jamie Lima

Founder and President, Allegiant Divorce Solutions LLC

Jamie Lima is the founder of Allegiant Divorce Solutions, helping clients navigate divorce with expert financial guidance. His expertise in asset division, mediation, and financial planning empowers individuals to secure confident financial futures.

A respected CFP®, CDFA®, and mediator, Jamie educates professionals on building successful divorce financial practices. His practical insights help attorneys and clients make informed decisions during complex financial transitions.

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Top Tax Speaker | Jason Dinesen

Jason Dinesen

President, Dinesen Tax & Accounting, P.C.

Jason Dinesen (LPA, EA) is an entrepreneur, tax expert, and CPE Presenter. Dinesen brings over 15 years of experience helping individuals and businesses with accounting, bookkeeping, tax preparation, and business advisory in various industries. Dinesen is a regular CPE Presenter at MYCPE ONE. He has coached more than 200k+ accounting, taxes, and HR professionals on various topics of accounting, individual taxation, corporate taxation, and professional ethics. Jason has developed a strong following within the professional community for tax-related subjects. Dinesen is known for sharp tax interpretations, and he quickly brings his analysis of the latest tax updates and IRS guidance to the professional community.

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Patrick Wanzer

Patrick Wanzer

Breakthrough Tax Resolution

Patrick H. Wanzer, CPA, is a trusted tax resolution expert with over a decade of accounting experience and nine years dedicated to IRS tax issues. Based in the historic Irvington neighborhood of Indianapolis, he empowers clients—individuals and businesses alike—to stand up to the IRS and restore financial stability. His proven strategies include Offers-in-Compromise, installment agreements, and customized resolutions.


In addition to being a Certified Tax Representation Consultant and National Trainer with Tax Rep LLC, Patrick authored two books on overcoming IRS challenges. Outside of work, he enjoys football, reading, and time with his wife, Kimberly, and their dog, Lucy.

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Steve Abramson

Steve Abramson

President, APS Pension and Financial

Stephen Abramson is the President and founding partner of APS Pension & Financial Services established in 1977, a mid-size consulting and actuarial firm employing twenty-two professional and support staff specializing in pension and pension-related services.  For over 40 years, APS has been providing closely held businesses with financial services including pension design and administration, business succession planning, and wealth preservation planning. In 2015 APS Investment Management was established to provide fiduciary services to 401(k) and 403(b) plans and in 2018 APS Wealth Management, a Registered Investment Advisor (RIA), was established to provide investment management services to individual clients and retirement plans replacing his previous relationship with a Broker/Dealer.  Steve has taught professional level education programs for the American Society of Pension Actuaries; lectured to various professional groups, including the National Conference of CPA Practitioners, The NYS Society of CPAs, Nassau Bar Association, the C.W. Post Tax Institute, and the National Institute of Pension Administrators; and conducted continuing education seminars for Certified Public Accountants for the past 35 years. He is co-author of Plan Smart, Retire Rich published by McGraw Hill in 1998; author of Advisor’s Guide to Qualified Plans originally published by Aspen Publishing in March, 2002 and recently in the process of being updated with the 8th edition, and Retirement Financial Management for Clients Approaching Retirement published by Aspen Publishing in August, 2002.  A less technical version of Advisor’s Guide to Qualified Plans entitled Guide to Qualified Retirement Plans: A Plain Language Primer was published by the International Association of Employee Benefits in March 2005.  The second edition of this book was released in 2008.

Steve graduated from Cornell University in 1964, earned the designation of Chartered Life Underwriter in 1967 from the American College, Certified Pension Consultant in 1970 from the American Society of Pension Professionals and Actuaries and Chartered Financial Consultant from the American College in 1972.


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Troy Patton

Troy Patton

Managing Director, Patton & Associates, LLC
Mr. Patton is the Managing Director and founder of Patton and Associates.  Prior to founding Patton and Associates, Mr. Patton was the founder and president of Frontier Financial Holdings, Inc. (Frontier), an integrated financial services company offering investment services and managed portfolios, lending services, business consulting services, and traditional CPA services through Frontier CPA Group, LLP.

Mr. Patton started his career with Ernst & Young auditing public and private entities.  Mr. Patton then started Frontier and grew into one of the premier CPA and Investment Management Services in the Midwest.  Frontier quickly grew to 10 offices prior to being purchased in 2004.  

Mr. Patton graduated from Miami University of Ohio in 1992 with a degree in accountancy.  He holds his Certified Public Accountant and Accredited Business Valuation licenses with the AICPA.
More...

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Frequently Asked Questions

This program covers divorce financial planning, asset and debt division, retirement asset allocation, QDROs, business valuations, tax planning, estate planning adjustments, beneficiary planning, IRS resolution considerations, and financial recovery strategies after divorce.

This program helps professionals strengthen divorce planning expertise, improve financial advisory capabilities, and better support clients through complex financial transitions. It provides practical strategies that can be applied to retirement planning, tax planning, asset division, wealth preservation, and post-divorce financial recovery.

The Practical Training Programs is created by qualified and experienced instructors. MYCPE ONE’s Practical Training Programs includes self-study courses, most of which are delivered as on-demand videos. These self-study video courses may be recordings of live presentations converted into on-demand format.

You can complete the Programs at your own pace. There is no limit on the number of exam attempts, so if you do not pass on the first attempt, you may retake the exam without any restrictions.

After completing each Programs within this Practical Training Programs , you can download a certificate showing the course title and number of hours completed. Certificates and study records are stored for life and can be accessed at any time. These certificates serve as valid proof of continuing education credits and may also be used as an additional designation.

Once registered, you will have full access to all courses included in the Practical Training Programs . The self-study format allows you to access materials online 24/7 and study at your own pace.

As per NASBA guidelines, you have one year from the date of purchase to complete each self-study course. After completing the course, you may take the final exam at any time and receive CPE credit instantly. The exam can be retaken multiple times at no additional cost.

Each Programs requires a minimum passing score of 70% on the final exam. Multiple attempts are allowed.

Our video player tracks and stores your watch time, which is displayed in the progress bar. Do not fast forward or manually move the progress bar, as the system will not capture your watch time if you do so. You may pause and resume the video at any time, and playback will continue from where you left off.
To complete a self-study course, you must:
1. Watch the entire video (100% completion).
2. Answer all review questions correctly. Review questions are located at the bottom of the same page as the video.
3. Once the video and review questions are completed, the Final Quiz will unlock. You must score at least 70% to earn CPE credit. Multiple attempts are allowed.
4. After completing the Review and Final Quiz, you can download your certificate from the “My Certificates” section. Ensure that multiple file downloads are enabled in your browser.
5. Certificates can be downloaded individually from your account or as a consolidated certificate from the package page.


A self-study course is a recorded video. If the course is a recording of a live session, polling questions may appear on the screen. You do not need to answer these polling questions. Do not fast forward the video, as doing so may prevent the system from tracking your watch time, requiring you to rewatch the video.
To unlock the final quiz, you must complete the entire video and answer all review questions correctly. Once unlocked, you must score at least 70% on the final quiz to qualify for credit. Multiple attempts are allowed for both review and final quiz questions.
If the issue persists, please email support@my-cpe.com or contact our support team via live chat.

The evaluation form is sent within 24 hours after you pass the final quiz with a minimum score of 70%. The evaluation form is available only to attendees who remained logged in until the end of the course and answered all polling questions.

MY-CPE LLC is PCI-compliant. MYCPE ONE uses Stripe, a secure payment gateway that meets PCI-DSS compliance standards, ensuring all payment details are protected through SSL encryption. Once you have registered for a package and completed payment, refunds are not provided unless you are unable to access the courses.