MYCPE ONE

ERISA Retirement & Disability Tax Compliance Training

Optimize Retirement & Disability Benefits

certificate
3530

Enrollments

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Published on September, 2026
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Multiple

Qualifications 

27.5

Credits

27.5 Hours

Learning Duration

$299

Training Program Access

Overview

What You’ll learn

Retirement and disability benefits involve complex tax and compliance rules affecting qualified plans, 401(k) and profit-sharing arrangements, pension and defined benefit plans, Roth accounts, beneficiary distributions, HSAs, QDROs, RMDs, Roth conversions and disability insurance. Professionals must understand how these rules affect plan administration, taxable distributions, reporting obligations, and business-owner decisions. 

The training program, “ERISA Retirement & Disability Tax Compliance Training,” covers retirement plan design and administration, 401(k) compliance audits, qualified plan and IRA distributions, Roth contribution and RMD rules, SECURE Act beneficiary changes, QDROs, retirement plan issues in mergers and acquisitions, HSAs as retirement vehicles, and disability insurance tax considerations. It also addresses policy definitions, riders, open-enrollment decisions, and disability buy-sell agreements for business owners. 

By aligning retirement plan compliance with tax treatment and disability-related considerations, this training helps professionals identify compliance risks, evaluate distribution and beneficiary issues, understand policy taxability, and provide more informed guidance on retirement and disability benefit matters.

Get Deeper Understanding of:
  • ERISA retirement plan design and compliance requirements
  • 401(k) and profit-sharing plan compliance reviews
  • Qualified plan, IRA, RMD, and beneficiary distribution rules
  • Roth account strategies and Roth conversion tax considerations
  • QDROs, HSAs, and retirement plan issues in M&A
  • Disability insurance taxability and business-owner protection
Recommended For:
  • This program is designed for CPAs, Enrolled Agents (EA), tax professionals, retirement plan professionals, benefits professionals, and advisors involved in retirement plan taxation, compliance, and disability-related tax matters.
  • It is particularly relevant for professionals working with 401(k) and profit-sharing plans, pension and defined benefit plans, qualified plan distributions, Roth accounts, beneficiary taxation, QDROs, HSAs, disability policy taxability, and business-owner benefit arrangements. Those advising individuals, plan sponsors, or closely held businesses will find the program directly relevant to tax and compliance responsibilities.
  • It is also suitable for professionals looking to strengthen retirement benefit tax knowledge, improve ERISA compliance understanding, and better evaluate the tax consequences of retirement and disability benefit decisions.
Resources included
  • Handout PDFs for every Module.
  • Glossary/Key Terms for every module.
  • Q&A directly with instructors.

Courses

2026 Updates on Basics for Pension & Defined Benefit PlansDesigning Best Retirement Plan for Closely Held Companies401(k)-Profit Sharing Plan Internal Compliance Audit-Part 1401(k)-Profit Sharing Plan Internal Compliance Audit-Part 2401(k) -Profit Sharing Plan Internal Compliance Audit - Part 3401(k) - Profit Sharing Plan Internal Compliance Audit - Part 4Distribution Strategies from Qualified Retirement Plans and IRAsRMDs Made Simple: Retirement Distribution RulesRoth Conversion: Navigating New Tax LawsRoth Accounts Explained: Contributions, RMDs & StrategiesUnderstanding SECURE Act Changes to Beneficiary DistributionsQualified Domestic Relations Order (QDROs) – What you need to knowManaging Retirement Plans in Mergers & Acquisitions: Strategies for Buyers and SellersHealth Savings Accounts (HSAs) as a Long-Term Retirement VehicleDisability Income Insurance: Individual vs GroupAnatomy of a Disability Policy: Definitions, Riders, and TaxabilityLong Term Disability Decisions During Open EnrollmentDisability Buy Sell Agreements for Business Owners and Partners
Course Title Time Credits Learning Format
2.5 Hours
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2.5 CPE Approved
Retirement Savings and Income Planning for Certified Financial Planner (CFP-US) (Approval No. 349400) (Valid upto : Dec 31, 2026) 2.5 CE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 2.5 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 2.5 PL Eligible
Finance for Chartered Financial Consultant (ChFC) 2.5 CE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2.5 CPE Approved
Financial Planning for Certified Wealth Strategist (CWS) 2.5 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 2.5 CE Eligible
Finance for Certified Investment Management Analyst (CIMA) (Approval No. 26MYCPE002) (Valid upto : Dec 31, 2026) 2.5 CE Approved
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2.5 CE Eligible
Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 26MYCPE002) (Valid upto : Dec 31, 2026) 2.5 CE Approved
Financial Planning for Chartered Life Underwriter (CLU) 2.5 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 2.5 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 2.5 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2.5 CPE Approved
Finance for Chartered Advisor in Senior Living (CASL) 2.5 CE Eligible
Finance for Retirement Management Advisor (RMA) (Approval No. 26MYCPE002) (Valid upto : Dec 31, 2026) 2.5 CE Approved
Finance for Maine Licensed Public Accountant (ME-LPA) 2.5 CPE Approved
Finance for Chartered Advisor in Philanthropy (CAP) 2.5 CE Eligible
Finance for Certificate in Investment Performance Measurement (CIPM) 2.5 PL Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 2.5 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2.5 CPE Approved
Retirement Savings and Income Planning for Certified Financial Planner (CFP-US) (Approval No. 349400) (Valid upto : Dec 31, 2026) 2.5 CE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 2.5 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 2.5 PL Eligible
Finance for Chartered Financial Consultant (ChFC) 2.5 CE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2.5 CPE Approved
Financial Planning for Certified Wealth Strategist (CWS) 2.5 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 2.5 CE Eligible
Finance for Certified Investment Management Analyst (CIMA) (Approval No. 26MYCPE002) (Valid upto : Dec 31, 2026) 2.5 CE Approved
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2.5 CE Eligible
Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 26MYCPE002) (Valid upto : Dec 31, 2026) 2.5 CE Approved
Financial Planning for Chartered Life Underwriter (CLU) 2.5 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 2.5 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 2.5 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2.5 CPE Approved
Finance for Chartered Advisor in Senior Living (CASL) 2.5 CE Eligible
Finance for Retirement Management Advisor (RMA) (Approval No. 26MYCPE002) (Valid upto : Dec 31, 2026) 2.5 CE Approved
Finance for Maine Licensed Public Accountant (ME-LPA) 2.5 CPE Approved
Finance for Chartered Advisor in Philanthropy (CAP) 2.5 CE Eligible
Finance for Certificate in Investment Performance Measurement (CIPM) 2.5 PL Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 2.5 CE Eligible
On Demand (video)
  • Explain the structure and function of Defined Benefit Plans.
  • Identify key funding requirements and actuarial considerations.
  • Differentiate between Defined Benefit and Defined Contribution plans.
2 Hours
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Retirement Savings and Income Planning for Certified Financial Planner (CFP-US) (Approval No. 348240) (Valid upto : Dec 31, 2026) 2 CE Approved
Retirement and Financial Independence Planning for Personal Financial Specialist (PFS) 2 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 2 PL Eligible
Finance for Chartered Financial Consultant (ChFC) 2 CE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Trust and Estate Practitioners (TEP) 2 CPE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 2 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 2 CE Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Retirement Planning for Chartered Life Underwriter (CLU) 2 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 2 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Finance for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
Finance for Certificate in Investment Performance Measurement (CIPM) 2 PL Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
Retirement Planning for Chartered Advisor in Philanthropy (CAP) 2 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Retirement Savings and Income Planning for Certified Financial Planner (CFP-US) (Approval No. 348240) (Valid upto : Dec 31, 2026) 2 CE Approved
Retirement and Financial Independence Planning for Personal Financial Specialist (PFS) 2 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 2 PL Eligible
Finance for Chartered Financial Consultant (ChFC) 2 CE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Trust and Estate Practitioners (TEP) 2 CPE Eligible
Financial Planning for Certified Wealth Strategist (CWS) 2 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 2 CE Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Retirement Planning for Chartered Life Underwriter (CLU) 2 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 2 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Finance for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
Finance for Certificate in Investment Performance Measurement (CIPM) 2 PL Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
Retirement Planning for Chartered Advisor in Philanthropy (CAP) 2 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
On Demand (video)
  • To identify which plans can be designed to satisfy the business owners’ goals, usually to benefit them primarily and their key employees.
  • To explain which plan provisions and IRS guidelines assist in this goal and examples of several effective alternatives.
  • To discuss data points that are key to being successful in this endeavor.
1.5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03081-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03081-26-S) 1 CE Approved
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 350757) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02562) 1 CE Approved
Tax Topics for Certified Divorce Financial Analyst (CDFA) (Valid upto : Jul 17, 2027) 1.5 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03081-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03081-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Qualified Retirement Plan Matters for Enrolled Retirement Plan Agent (ERPA) (Approval No. GEHNZ-Q-03169-26-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03081-26-S) 1.5 CE Approved
Taxes for Certified Investment Management Analyst (CIMA) (Approval No. 26MYCPE30504) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Taxes for Certified Private Wealth Advisor (CPWA) (Approval No. 26MYCPE30504) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Qualified Plan Features and Administration for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1.5 CE Eligible
Qualified Plans for Qualified 401(k) Administrator (QKA) 1.5 CE Eligible
Qualified Plans for Associated Professional Member(APM) 1.5 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Taxes for Retirement Management Advisor (RMA) (Approval No. 26MYCPE30504) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Qualified Plans for Qualified Pension Administrator(QPA) 1.5 CE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
Employee Benefit Plan Audit Quality Center (EBPAQC) 1.5 CPE Eligible
Qualified Plans for Tax-Exempt and Governmental Plan Consultant (TGPC) 1.5 CE Eligible
Qualified Plan Features and Administration for 401(k) Rollover Specialist ((k)RS) 1.5 CE Eligible
Qualified Plans for Qualified 401(k) Consultant(QKC) 1.5 CE Eligible
Qualified Plans for Certified Pension Consultant (CPC) 1.5 CE Eligible
Qualified Plans for Certified Plan Sponsor Professional (CPSP) 1.5 CE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03081-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03081-26-S) 1 CE Approved
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 350757) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02562) 1 CE Approved
Tax Topics for Certified Divorce Financial Analyst (CDFA) (Valid upto : Jul 17, 2027) 1.5 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03081-26-S) 1 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03081-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Qualified Retirement Plan Matters for Enrolled Retirement Plan Agent (ERPA) (Approval No. GEHNZ-Q-03169-26-S) 1 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03081-26-S) 1.5 CE Approved
Taxes for Certified Investment Management Analyst (CIMA) (Approval No. 26MYCPE30504) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Taxes for Certified Private Wealth Advisor (CPWA) (Approval No. 26MYCPE30504) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Qualified Plan Features and Administration for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1.5 CE Eligible
Qualified Plans for Qualified 401(k) Administrator (QKA) 1.5 CE Eligible
Qualified Plans for Associated Professional Member(APM) 1.5 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Taxes for Retirement Management Advisor (RMA) (Approval No. 26MYCPE30504) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Qualified Plans for Qualified Pension Administrator(QPA) 1.5 CE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
Employee Benefit Plan Audit Quality Center (EBPAQC) 1.5 CPE Eligible
Qualified Plans for Tax-Exempt and Governmental Plan Consultant (TGPC) 1.5 CE Eligible
Qualified Plan Features and Administration for 401(k) Rollover Specialist ((k)RS) 1.5 CE Eligible
Qualified Plans for Qualified 401(k) Consultant(QKC) 1.5 CE Eligible
Qualified Plans for Certified Pension Consultant (CPC) 1.5 CE Eligible
Qualified Plans for Certified Plan Sponsor Professional (CPSP) 1.5 CE Eligible
On Demand (video)
  • Identify critical issues that are reviewed during government audits and ensure compliance.
  • Recognize potential hazards and methods to avoid or correct them.
  • Explore citations and supporting guidelines for a deeper understanding of issues.
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-03175-26-S) 2 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03175-26-S) 2 CE Approved
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 350758) (Valid upto : Dec 31, 2026) 2 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02652) 2 CE Approved
Tax Topics for Certified Divorce Financial Analyst (CDFA) (Valid upto : Jul 17, 2027) 2 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03175-26-S) 2 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03175-26-S) 2 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Qualified Retirement Plan Matters for Enrolled Retirement Plan Agent (ERPA) (Approval No. GEHNZ-Q-03170-26-S) 2 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03175-26-S) 2 CE Approved
Taxes for Certified Investment Management Analyst (CIMA) (Approval No. 26MYCPE30505) (Valid upto : Dec 31, 2026) 2 CE Approved
Taxes for Certified Private Wealth Advisor (CPWA) (Approval No. 26MYCPE30505) (Valid upto : Dec 31, 2026) 2 CE Approved
Qualified Plan Features and Administration for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 2 CE Eligible
Qualified Plans for Qualified 401(k) Administrator (QKA) 2 CE Eligible
IRAs for Associated Professional Member(APM) 2 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Taxes for Retirement Management Advisor (RMA) (Approval No. 26MYCPE30505) (Valid upto : Dec 31, 2026) 2 CE Approved
IRAs for Qualified Pension Administrator(QPA) 2 CE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
Employee Benefit Plan Audits (ERISA) for Employee Benefit Plan Audit Quality Center (EBPAQC) 2 CPE Eligible
Qualified Plans for Tax-Exempt and Governmental Plan Consultant (TGPC) 2 CE Eligible
Qualified Plan Features and Administration for 401(k) Rollover Specialist ((k)RS) 2 CE Eligible
Qualified Plans for Qualified 401(k) Consultant(QKC) 2 CE Eligible
IRAs for Certified Pension Consultant (CPC) 2 CE Eligible
Qualified Plans for Certified Plan Sponsor Professional (CPSP) 2 CE 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-03175-26-S) 2 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03175-26-S) 2 CE Approved
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 350758) (Valid upto : Dec 31, 2026) 2 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02652) 2 CE Approved
Tax Topics for Certified Divorce Financial Analyst (CDFA) (Valid upto : Jul 17, 2027) 2 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03175-26-S) 2 CE Approved
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03175-26-S) 2 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Qualified Retirement Plan Matters for Enrolled Retirement Plan Agent (ERPA) (Approval No. GEHNZ-Q-03170-26-S) 2 CE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03175-26-S) 2 CE Approved
Taxes for Certified Investment Management Analyst (CIMA) (Approval No. 26MYCPE30505) (Valid upto : Dec 31, 2026) 2 CE Approved
Taxes for Certified Private Wealth Advisor (CPWA) (Approval No. 26MYCPE30505) (Valid upto : Dec 31, 2026) 2 CE Approved
Qualified Plan Features and Administration for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 2 CE Eligible
Qualified Plans for Qualified 401(k) Administrator (QKA) 2 CE Eligible
IRAs for Associated Professional Member(APM) 2 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Taxes for Retirement Management Advisor (RMA) (Approval No. 26MYCPE30505) (Valid upto : Dec 31, 2026) 2 CE Approved
IRAs for Qualified Pension Administrator(QPA) 2 CE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
Employee Benefit Plan Audits (ERISA) for Employee Benefit Plan Audit Quality Center (EBPAQC) 2 CPE Eligible
Qualified Plans for Tax-Exempt and Governmental Plan Consultant (TGPC) 2 CE Eligible
Qualified Plan Features and Administration for 401(k) Rollover Specialist ((k)RS) 2 CE Eligible
Qualified Plans for Qualified 401(k) Consultant(QKC) 2 CE Eligible
IRAs for Certified Pension Consultant (CPC) 2 CE Eligible
Qualified Plans for Certified Plan Sponsor Professional (CPSP) 2 CE Eligible
On Demand (video)
  • Review administrative policies and government reporting for effective client assistance.
  • Discuss benefit codes and plan operations focusing on audit triggers.
  • Understand required annual notices and their basis for plan participants.
1.5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03220-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03220-26-S) 1 CE Approved
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 350323) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02697) 1 CE Approved
Taxes for Personal Financial Specialist (PFS) 1.5 CPE Eligible
Taxes for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Tax Topics for Certified Divorce Financial Analyst (CDFA) (Valid upto : Jun 17, 2027) 1.5 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03220-26-S) 1 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 1.5 CE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03220-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Qualified Retirement Plan Matters for Enrolled Retirement Plan Agent (ERPA) (Approval No. GEHNZ-Q-03221-26-S) 1 CE Approved
Taxes for Certified Wealth Strategist (CWS) 1.5 CE Eligible
Taxes for Retirement Income Certified Professional (RICP) 1.5 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03220-26-S) 1 CE Approved
Taxes for Certified Investment Management Analyst (CIMA) (Approval No. 26MYCPE30199) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1.5 CE Eligible
Taxes for Certified Private Wealth Advisor (CPWA) (Approval No. 26MYCPE30199) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Taxes for Chartered Life Underwriter (CLU) 1.5 CE Eligible
Qualified Plan Features and Administration for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1.5 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 1.5 CE Eligible
Qualified Plans for Qualified 401(k) Administrator (QKA) 1.5 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 1.5 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Taxes for Chartered Advisor in Senior Living (CASL) 1.5 CE Eligible
Qualified Plans for Associated Professional Member(APM) 1.5 CE Eligible
Taxes for Retirement Management Advisor (RMA) (Approval No. 26MYCPE30199) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Qualified Plan Features and Administration for Nonqualified Plan Consultant (NQPC) 1.5 CE Eligible
Qualified Plans for Qualified Pension Administrator(QPA) 1.5 CE Eligible
Employee Benefit Plan Audits (ERISA) for Employee Benefit Plan Audit Quality Center (EBPAQC) 1.5 CPE Eligible
Taxes for Chartered Advisor in Philanthropy (CAP) 1.5 CE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
Taxes for Certificate in Investment Performance Measurement (CIPM) 1.5 PL Eligible
Qualified Plan Features and Administration for 401(k) Rollover Specialist ((k)RS) 1.5 CE Eligible
Qualified Plans for Tax-Exempt and Governmental Plan Consultant (TGPC) 1.5 CE Eligible
Qualified Plans for Qualified 401(k) Consultant(QKC) 1.5 CE Eligible
Qualified Plans for Certified Pension Consultant (CPC) 1.5 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 1.5 CE Eligible
Qualified Plans for Certified Plan Sponsor Professional (CPSP) 1.5 CE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03220-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03220-26-S) 1 CE Approved
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 350323) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02697) 1 CE Approved
Taxes for Personal Financial Specialist (PFS) 1.5 CPE Eligible
Taxes for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Tax Topics for Certified Divorce Financial Analyst (CDFA) (Valid upto : Jun 17, 2027) 1.5 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03220-26-S) 1 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 1.5 CE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03220-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Qualified Retirement Plan Matters for Enrolled Retirement Plan Agent (ERPA) (Approval No. GEHNZ-Q-03221-26-S) 1 CE Approved
Taxes for Certified Wealth Strategist (CWS) 1.5 CE Eligible
Taxes for Retirement Income Certified Professional (RICP) 1.5 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03220-26-S) 1 CE Approved
Taxes for Certified Investment Management Analyst (CIMA) (Approval No. 26MYCPE30199) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1.5 CE Eligible
Taxes for Certified Private Wealth Advisor (CPWA) (Approval No. 26MYCPE30199) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Taxes for Chartered Life Underwriter (CLU) 1.5 CE Eligible
Qualified Plan Features and Administration for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1.5 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 1.5 CE Eligible
Qualified Plans for Qualified 401(k) Administrator (QKA) 1.5 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 1.5 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Taxes for Chartered Advisor in Senior Living (CASL) 1.5 CE Eligible
Qualified Plans for Associated Professional Member(APM) 1.5 CE Eligible
Taxes for Retirement Management Advisor (RMA) (Approval No. 26MYCPE30199) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Qualified Plan Features and Administration for Nonqualified Plan Consultant (NQPC) 1.5 CE Eligible
Qualified Plans for Qualified Pension Administrator(QPA) 1.5 CE Eligible
Employee Benefit Plan Audits (ERISA) for Employee Benefit Plan Audit Quality Center (EBPAQC) 1.5 CPE Eligible
Taxes for Chartered Advisor in Philanthropy (CAP) 1.5 CE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
Taxes for Certificate in Investment Performance Measurement (CIPM) 1.5 PL Eligible
Qualified Plan Features and Administration for 401(k) Rollover Specialist ((k)RS) 1.5 CE Eligible
Qualified Plans for Tax-Exempt and Governmental Plan Consultant (TGPC) 1.5 CE Eligible
Qualified Plans for Qualified 401(k) Consultant(QKC) 1.5 CE Eligible
Qualified Plans for Certified Pension Consultant (CPC) 1.5 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 1.5 CE Eligible
Qualified Plans for Certified Plan Sponsor Professional (CPSP) 1.5 CE Eligible
On Demand (video)
  • Analyze the non-discrimination testing rules and applications.
  • Illustrate practical applications of compliance rules for plan sponsors.
  • Discuss the ADP test for top earners in mid-sized companies.
1.5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03116-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03116-26-S) 1 CE Approved
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 350324) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02597) 1 CE Approved
Taxes for Personal Financial Specialist (PFS) 1.5 CPE Eligible
Taxes for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Tax Topics for Certified Divorce Financial Analyst (CDFA) (Valid upto : Jun 17, 2027) 1.5 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03116-26-S) 1 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 1.5 CE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03116-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Qualified Retirement Plan Matters for Enrolled Retirement Plan Agent (ERPA) (Approval No. GEHNZ-Q-03273-26-S) 1 CE Approved
Estate Planning for Trust and Estate Practitioners (TEP) 1.5 CPE Eligible
Taxes for Certified Wealth Strategist (CWS) 1.5 CE Eligible
Taxes for Retirement Income Certified Professional (RICP) 1.5 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03116-26-S) 1 CE Approved
Taxes for Certified Investment Management Analyst (CIMA) (Approval No. 26MYCPE30200) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1.5 CE Eligible
Taxes for Certified Private Wealth Advisor (CPWA) (Approval No. 26MYCPE30200) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Taxes for Chartered Life Underwriter (CLU) 1.5 CE Eligible
Qualified Plan Features and Administration for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1.5 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 1.5 CE Eligible
Qualified Plans for Qualified 401(k) Administrator (QKA) 1.5 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 1.5 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Taxes for Chartered Advisor in Senior Living (CASL) 1.5 CE Eligible
Qualified Plans for Associated Professional Member(APM) 1.5 CE Eligible
Taxes for Retirement Management Advisor (RMA) (Approval No. 26MYCPE30200) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Qualified Plans for Qualified Pension Administrator(QPA) 1.5 CE Eligible
Qualified Plan Features and Administration for Nonqualified Plan Consultant (NQPC) 1.5 CE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
Taxes for Certificate in Investment Performance Measurement (CIPM) 1.5 PL Eligible
Employee Benefit Plan Audits (ERISA) for Employee Benefit Plan Audit Quality Center (EBPAQC) 1.5 CPE Eligible
Taxes for Chartered Advisor in Philanthropy (CAP) 1.5 CE Eligible
Qualified Plans for Tax-Exempt and Governmental Plan Consultant (TGPC) 1.5 CE Eligible
Qualified Plan Features and Administration for 401(k) Rollover Specialist ((k)RS) 1.5 CE Eligible
Qualified Plans for Qualified 401(k) Consultant(QKC) 1.5 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 1.5 CE Eligible
Qualified Plans for Certified Pension Consultant (CPC) 1.5 CE Eligible
Qualified Plans for Certified Plan Sponsor Professional (CPSP) 1.5 CE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03116-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03116-26-S) 1 CE Approved
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 350324) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02597) 1 CE Approved
Taxes for Personal Financial Specialist (PFS) 1.5 CPE Eligible
Taxes for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Tax Topics for Certified Divorce Financial Analyst (CDFA) (Valid upto : Jun 17, 2027) 1.5 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03116-26-S) 1 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 1.5 CE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03116-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Qualified Retirement Plan Matters for Enrolled Retirement Plan Agent (ERPA) (Approval No. GEHNZ-Q-03273-26-S) 1 CE Approved
Estate Planning for Trust and Estate Practitioners (TEP) 1.5 CPE Eligible
Taxes for Certified Wealth Strategist (CWS) 1.5 CE Eligible
Taxes for Retirement Income Certified Professional (RICP) 1.5 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03116-26-S) 1 CE Approved
Taxes for Certified Investment Management Analyst (CIMA) (Approval No. 26MYCPE30200) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1.5 CE Eligible
Taxes for Certified Private Wealth Advisor (CPWA) (Approval No. 26MYCPE30200) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Taxes for Chartered Life Underwriter (CLU) 1.5 CE Eligible
Qualified Plan Features and Administration for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1.5 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 1.5 CE Eligible
Qualified Plans for Qualified 401(k) Administrator (QKA) 1.5 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 1.5 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Taxes for Chartered Advisor in Senior Living (CASL) 1.5 CE Eligible
Qualified Plans for Associated Professional Member(APM) 1.5 CE Eligible
Taxes for Retirement Management Advisor (RMA) (Approval No. 26MYCPE30200) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Qualified Plans for Qualified Pension Administrator(QPA) 1.5 CE Eligible
Qualified Plan Features and Administration for Nonqualified Plan Consultant (NQPC) 1.5 CE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
Taxes for Certificate in Investment Performance Measurement (CIPM) 1.5 PL Eligible
Employee Benefit Plan Audits (ERISA) for Employee Benefit Plan Audit Quality Center (EBPAQC) 1.5 CPE Eligible
Taxes for Chartered Advisor in Philanthropy (CAP) 1.5 CE Eligible
Qualified Plans for Tax-Exempt and Governmental Plan Consultant (TGPC) 1.5 CE Eligible
Qualified Plan Features and Administration for 401(k) Rollover Specialist ((k)RS) 1.5 CE Eligible
Qualified Plans for Qualified 401(k) Consultant(QKC) 1.5 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 1.5 CE Eligible
Qualified Plans for Certified Pension Consultant (CPC) 1.5 CE Eligible
Qualified Plans for Certified Plan Sponsor Professional (CPSP) 1.5 CE Eligible
On Demand (video)
  • Identify fiduciary responsibilities for plan representatives.
  • Assess investment oversight and monitoring duties.
  • Implement processes to protect participants and sponsors.
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-03144-26-S) 2 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03144-26-S) 2 CE Approved
Retirement Savings and Income Planning for Certified Financial Planner (CFP-US) (Approval No. 350325) (Valid upto : Dec 31, 2026) 2 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02624) 2 CE Approved
Taxes for Personal Financial Specialist (PFS) 2 CPE Eligible
Taxes for Chartered Financial Analyst (CFA) 2 PL Eligible
Retirement Planning for Certified Divorce Financial Analyst (CDFA) (Valid upto : Jun 17, 2027) 2 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03144-26-S) 2 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 2 CE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03144-26-S) 2 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Qualified Retirement Plan Matters for Enrolled Retirement Plan Agent (ERPA) (Approval No. GEHNZ-Q-03283-26-S) 2 CE Approved
Estate Planning for Trust and Estate Practitioners (TEP) 2 CPE Eligible
Taxes for Certified Wealth Strategist (CWS) 2 CE Eligible
Taxes for Retirement Income Certified Professional (RICP) 2 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03144-26-S) 2 CE Approved
Taxes for Certified Investment Management Analyst (CIMA) (Approval No. 26MYCPE30201) 2 CE Approved
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Taxes for Certified Private Wealth Advisor (CPWA) (Approval No. 26MYCPE30201) 2 CE Approved
Taxes for Chartered Life Underwriter (CLU) 2 CE Eligible
Qualified Plan Features and Administration for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 2 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 2 CE Eligible
Qualified Plans for Qualified 401(k) Administrator (QKA) 2 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
Qualified Plans for Associated Professional Member(APM) 2 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Taxes for Retirement Management Advisor (RMA) (Approval No. 26MYCPE30201) 2 CE Approved
Qualified Plans for Qualified Pension Administrator(QPA) 2 CE Eligible
Qualified Plan Features and Administration for Nonqualified Plan Consultant (NQPC) 2 CE Eligible
Taxes for Chartered Advisor in Philanthropy (CAP) 2 CE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
Taxes for Certificate in Investment Performance Measurement (CIPM) 2 PL Eligible
Qualified Plan Features and Administration for 401(k) Rollover Specialist ((k)RS) 2 CE Eligible
Qualified Plans for Tax-Exempt and Governmental Plan Consultant (TGPC) 2 CE Eligible
Qualified Plans for Qualified 401(k) Consultant(QKC) 2 CE Eligible
Qualified Plans for Certified Pension Consultant (CPC) 2 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
Qualified Plans for Certified Plan Sponsor Professional (CPSP) 2 CE 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-03144-26-S) 2 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03144-26-S) 2 CE Approved
Retirement Savings and Income Planning for Certified Financial Planner (CFP-US) (Approval No. 350325) (Valid upto : Dec 31, 2026) 2 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02624) 2 CE Approved
Taxes for Personal Financial Specialist (PFS) 2 CPE Eligible
Taxes for Chartered Financial Analyst (CFA) 2 PL Eligible
Retirement Planning for Certified Divorce Financial Analyst (CDFA) (Valid upto : Jun 17, 2027) 2 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03144-26-S) 2 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 2 CE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03144-26-S) 2 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Qualified Retirement Plan Matters for Enrolled Retirement Plan Agent (ERPA) (Approval No. GEHNZ-Q-03283-26-S) 2 CE Approved
Estate Planning for Trust and Estate Practitioners (TEP) 2 CPE Eligible
Taxes for Certified Wealth Strategist (CWS) 2 CE Eligible
Taxes for Retirement Income Certified Professional (RICP) 2 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03144-26-S) 2 CE Approved
Taxes for Certified Investment Management Analyst (CIMA) (Approval No. 26MYCPE30201) 2 CE Approved
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Taxes for Certified Private Wealth Advisor (CPWA) (Approval No. 26MYCPE30201) 2 CE Approved
Taxes for Chartered Life Underwriter (CLU) 2 CE Eligible
Qualified Plan Features and Administration for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 2 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 2 CE Eligible
Qualified Plans for Qualified 401(k) Administrator (QKA) 2 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
Qualified Plans for Associated Professional Member(APM) 2 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Taxes for Retirement Management Advisor (RMA) (Approval No. 26MYCPE30201) 2 CE Approved
Qualified Plans for Qualified Pension Administrator(QPA) 2 CE Eligible
Qualified Plan Features and Administration for Nonqualified Plan Consultant (NQPC) 2 CE Eligible
Taxes for Chartered Advisor in Philanthropy (CAP) 2 CE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
Taxes for Certificate in Investment Performance Measurement (CIPM) 2 PL Eligible
Qualified Plan Features and Administration for 401(k) Rollover Specialist ((k)RS) 2 CE Eligible
Qualified Plans for Tax-Exempt and Governmental Plan Consultant (TGPC) 2 CE Eligible
Qualified Plans for Qualified 401(k) Consultant(QKC) 2 CE Eligible
Qualified Plans for Certified Pension Consultant (CPC) 2 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
Qualified Plans for Certified Plan Sponsor Professional (CPSP) 2 CE Eligible
On Demand (video)
  • Identify key distribution options available in retirement plans and IRAs.
  • Analyze the tax implications of various distribution strategies.
  • Evaluate rules related to loans, hardship, and in-service withdrawals.
1.5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03125-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03125-26-S) 1 CE Approved
Retirement Savings and Income Planning for Certified Financial Planner (CFP-US) (Approval No. 349369) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02606) 1 CE Approved
Taxes for Personal Financial Specialist (PFS) 1.5 CPE Eligible
Taxes for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03125-26-S) 1 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 1.5 CE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03125-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Estate Planning for Trust and Estate Practitioners (TEP) 1.5 CPE Eligible
Taxes for Certified Wealth Strategist (CWS) 1.5 CE Eligible
Taxes for Retirement Income Certified Professional (RICP) 1.5 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03125-26-S) 1 CE Approved
Taxes for Certified Investment Management Analyst (CIMA) (Approval No. 26MYCPE010) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1.5 CE Eligible
Taxes for Certified Private Wealth Advisor (CPWA) (Approval No. 26MYCPE010) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Chartered Life Underwriter (CLU) 1.5 CE Eligible
Retirement Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1.5 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 1.5 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 1.5 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Taxes for Chartered Advisor in Senior Living (CASL) 1.5 CE Eligible
Taxes for Retirement Management Advisor (RMA) (Approval No. 26MYCPE010) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
Taxes for Certificate in Investment Performance Measurement (CIPM) 1.5 PL Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 1.5 CE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03125-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03125-26-S) 1 CE Approved
Retirement Savings and Income Planning for Certified Financial Planner (CFP-US) (Approval No. 349369) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02606) 1 CE Approved
Taxes for Personal Financial Specialist (PFS) 1.5 CPE Eligible
Taxes for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03125-26-S) 1 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 1.5 CE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03125-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Estate Planning for Trust and Estate Practitioners (TEP) 1.5 CPE Eligible
Taxes for Certified Wealth Strategist (CWS) 1.5 CE Eligible
Taxes for Retirement Income Certified Professional (RICP) 1.5 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03125-26-S) 1 CE Approved
Taxes for Certified Investment Management Analyst (CIMA) (Approval No. 26MYCPE010) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1.5 CE Eligible
Taxes for Certified Private Wealth Advisor (CPWA) (Approval No. 26MYCPE010) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Chartered Life Underwriter (CLU) 1.5 CE Eligible
Retirement Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1.5 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 1.5 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 1.5 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Taxes for Chartered Advisor in Senior Living (CASL) 1.5 CE Eligible
Taxes for Retirement Management Advisor (RMA) (Approval No. 26MYCPE010) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
Taxes for Certificate in Investment Performance Measurement (CIPM) 1.5 PL Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 1.5 CE Eligible
On Demand (video)
  • Identify key RMD rules and compliance requirements.
  • Determine required beginning dates based on current law.
  • Evaluate RMD amounts using applicable life expectancy tables.
2 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-03344-26-S) 2 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-03344-26-S) 2 CE Approved
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 352995) (Valid upto : Dec 31, 2026) 2 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02804) 2 CE Approved
Taxes for Personal Financial Specialist (PFS) 2 CPE Eligible
Retirement Planning for Chartered Financial Analyst (CFA) 2 PL Eligible
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-03344-26-S) 2 CE Approved
Retirement Planning for Chartered Financial Consultant (ChFC) 2 CE Eligible
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-03344-26-S) 2 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Qualified Retirement Plan Matters for Enrolled Retirement Plan Agent (ERPA) (Approval No. GEHNZ-Q-03400-26-S) 2 CE Approved
Estate Planning for Trust and Estate Practitioners (TEP) 2 CPE Eligible
Taxes for Certified Wealth Strategist (CWS) 2 CE Eligible
Retirement Planning for Retirement Income Certified Professional (RICP) 2 CE Eligible
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-03344-26-S) 2 CE Approved
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Retirement Planning for Chartered Life Underwriter (CLU) 2 CE Eligible
Retirement Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 2 CE Eligible
Retirement Planning for Financial Services Certified Professional (FSCP) 2 CE Eligible
Qualified Plans for Qualified 401(k) Administrator (QKA) 2 CE Eligible
Retirement Planning for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Retirement Planning for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
Qualified Plans for Associated Professional Member(APM) 2 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Qualified Plans for Qualified Pension Administrator(QPA) 2 CE Eligible
Retirement Planning for Chartered Advisor in Philanthropy (CAP) 2 CE Eligible
Retirement Planning for Certificate in Investment Performance Measurement (CIPM) 2 PL Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
Qualified Plan Features and Administration for 401(k) Rollover Specialist ((k)RS) 2 CE Eligible
Qualified Plans for Tax-Exempt and Governmental Plan Consultant (TGPC) 2 CE Eligible
Qualified Plans for Qualified 401(k) Consultant(QKC) 2 CE Eligible
Qualified Plans for Certified Pension Consultant (CPC) 2 CE Eligible
Retirement Planning for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
Qualified Plans for Certified Plan Sponsor Professional (CPSP) 2 CE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-03344-26-S) 2 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-03344-26-S) 2 CE Approved
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 352995) (Valid upto : Dec 31, 2026) 2 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02804) 2 CE Approved
Taxes for Personal Financial Specialist (PFS) 2 CPE Eligible
Retirement Planning for Chartered Financial Analyst (CFA) 2 PL Eligible
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-03344-26-S) 2 CE Approved
Retirement Planning for Chartered Financial Consultant (ChFC) 2 CE Eligible
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-03344-26-S) 2 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Qualified Retirement Plan Matters for Enrolled Retirement Plan Agent (ERPA) (Approval No. GEHNZ-Q-03400-26-S) 2 CE Approved
Estate Planning for Trust and Estate Practitioners (TEP) 2 CPE Eligible
Taxes for Certified Wealth Strategist (CWS) 2 CE Eligible
Retirement Planning for Retirement Income Certified Professional (RICP) 2 CE Eligible
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-03344-26-S) 2 CE Approved
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Retirement Planning for Chartered Life Underwriter (CLU) 2 CE Eligible
Retirement Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 2 CE Eligible
Retirement Planning for Financial Services Certified Professional (FSCP) 2 CE Eligible
Qualified Plans for Qualified 401(k) Administrator (QKA) 2 CE Eligible
Retirement Planning for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Retirement Planning for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
Qualified Plans for Associated Professional Member(APM) 2 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Qualified Plans for Qualified Pension Administrator(QPA) 2 CE Eligible
Retirement Planning for Chartered Advisor in Philanthropy (CAP) 2 CE Eligible
Retirement Planning for Certificate in Investment Performance Measurement (CIPM) 2 PL Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
Qualified Plan Features and Administration for 401(k) Rollover Specialist ((k)RS) 2 CE Eligible
Qualified Plans for Tax-Exempt and Governmental Plan Consultant (TGPC) 2 CE Eligible
Qualified Plans for Qualified 401(k) Consultant(QKC) 2 CE Eligible
Qualified Plans for Certified Pension Consultant (CPC) 2 CE Eligible
Retirement Planning for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
Qualified Plans for Certified Plan Sponsor Professional (CPSP) 2 CE Eligible
On Demand (video)
  • Analyze the OBBBA and SECURE 2.0 provisions that impact Roth IRA and retiree tax planning.
  • Identify available Roth contribution pathways for clients.
  • Analyze a client's tax exposure across retirement income sources.
1.5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03132-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03132-26-S) 1 CE Approved
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 350319) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02612) 1 CE Approved
Taxes for Personal Financial Specialist (PFS) 1.5 CPE Eligible
Taxes for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Retirement Planning for Certified Divorce Financial Analyst (CDFA) (Valid upto : Jun 17, 2027) 1.5 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03132-26-S) 1 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 1.5 CE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03132-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Taxes for Certified Wealth Strategist (CWS) 1.5 CE Eligible
Taxes for Retirement Income Certified Professional (RICP) 1.5 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03132-26-S) 1 CE Approved
Taxes for Certified Investment Management Analyst (CIMA) (Approval No. 26MYCPE30195) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1.5 CE Eligible
Taxes for Certified Private Wealth Advisor (CPWA) (Approval No. 26MYCPE30195) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Taxes for Chartered Life Underwriter (CLU) 1.5 CE Eligible
Qualified Plan Features and Administration for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1.5 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 1.5 CE Eligible
Qualified Plans for Qualified 401(k) Administrator (QKA) 1.5 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 1.5 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 1.5 CE Eligible
Qualified Plans for Associated Professional Member(APM) 1.5 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Taxes for Retirement Management Advisor (RMA) (Approval No. 26MYCPE30195) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Qualified Plans for Qualified Pension Administrator(QPA) 1.5 CE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
Taxes for Chartered Advisor in Philanthropy (CAP) 1.5 CE Eligible
Taxes for Certificate in Investment Performance Measurement (CIPM) 1.5 PL Eligible
Qualified Plan Features and Administration for 401(k) Rollover Specialist ((k)RS) 1.5 CE Eligible
Qualified Plans for Tax-Exempt and Governmental Plan Consultant (TGPC) 1.5 CE Eligible
Qualified Plans for Qualified 401(k) Consultant(QKC) 1.5 CE Eligible
Qualified Plans for Certified Pension Consultant (CPC) 1.5 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 1.5 CE Eligible
Qualified Plans for Certified Plan Sponsor Professional (CPSP) 1.5 CE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-03132-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-03132-26-S) 1 CE Approved
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 350319) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02612) 1 CE Approved
Taxes for Personal Financial Specialist (PFS) 1.5 CPE Eligible
Taxes for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Retirement Planning for Certified Divorce Financial Analyst (CDFA) (Valid upto : Jun 17, 2027) 1.5 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-03132-26-S) 1 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 1.5 CE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-03132-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Taxes for Certified Wealth Strategist (CWS) 1.5 CE Eligible
Taxes for Retirement Income Certified Professional (RICP) 1.5 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-03132-26-S) 1 CE Approved
Taxes for Certified Investment Management Analyst (CIMA) (Approval No. 26MYCPE30195) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1.5 CE Eligible
Taxes for Certified Private Wealth Advisor (CPWA) (Approval No. 26MYCPE30195) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Taxes for Chartered Life Underwriter (CLU) 1.5 CE Eligible
Qualified Plan Features and Administration for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1.5 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 1.5 CE Eligible
Qualified Plans for Qualified 401(k) Administrator (QKA) 1.5 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 1.5 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 1.5 CE Eligible
Qualified Plans for Associated Professional Member(APM) 1.5 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Taxes for Retirement Management Advisor (RMA) (Approval No. 26MYCPE30195) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Qualified Plans for Qualified Pension Administrator(QPA) 1.5 CE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
Taxes for Chartered Advisor in Philanthropy (CAP) 1.5 CE Eligible
Taxes for Certificate in Investment Performance Measurement (CIPM) 1.5 PL Eligible
Qualified Plan Features and Administration for 401(k) Rollover Specialist ((k)RS) 1.5 CE Eligible
Qualified Plans for Tax-Exempt and Governmental Plan Consultant (TGPC) 1.5 CE Eligible
Qualified Plans for Qualified 401(k) Consultant(QKC) 1.5 CE Eligible
Qualified Plans for Certified Pension Consultant (CPC) 1.5 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 1.5 CE Eligible
Qualified Plans for Certified Plan Sponsor Professional (CPSP) 1.5 CE Eligible
On Demand (video)
  • Identify different types of Roth accounts and contribution structures.
  • Analyze Roth contribution limits and income phaseout rules.
  • Evaluate SECURE 2.0 changes impacting Roth planning strategies.
1.5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-03192-26-S) 1 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-03192-26-S) 1 CE Approved
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 350311) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02669) 1 CE Approved
Taxes for Personal Financial Specialist (PFS) 1.5 CPE Eligible
Taxes for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Investment Planning for Certified Divorce Financial Analyst (CDFA) (Valid upto : Jun 17, 2027) 1.5 CE Approved
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-03192-26-S) 1 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 1.5 CE Eligible
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-03192-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Qualified Retirement Plan Matters for Enrolled Retirement Plan Agent (ERPA) (Approval No. GEHNZ-Q-03284-26-S) 1 CE Approved
Estate Planning for Trust and Estate Practitioners (TEP) 1.5 CPE Eligible
Taxes for Certified Wealth Strategist (CWS) 1.5 CE Eligible
Taxes for Retirement Income Certified Professional (RICP) 1.5 CE Eligible
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-03192-26-S) 1 CE Approved
Taxes for Certified Investment Management Analyst (CIMA) (Approval No. 26MYCPE30185) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1.5 CE Eligible
Taxes for Certified Private Wealth Advisor (CPWA) (Approval No. 26MYCPE30185) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Taxes for Chartered Life Underwriter (CLU) 1.5 CE Eligible
Qualified Plan Features and Administration for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1.5 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 1.5 CE Eligible
Qualified Plans for Qualified 401(k) Administrator (QKA) 1.5 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 1.5 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 1.5 CE Eligible
Qualified Plans for Associated Professional Member(APM) 1.5 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Taxes for Retirement Management Advisor (RMA) (Approval No. 26MYCPE30185) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Qualified Plans for Qualified Pension Administrator(QPA) 1.5 CE Eligible
Qualified Plan Features and Administration for Nonqualified Plan Consultant (NQPC) 1.5 CE Eligible
Taxes for Chartered Advisor in Philanthropy (CAP) 1.5 CE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
Taxes for Certificate in Investment Performance Measurement (CIPM) 1.5 PL Eligible
Qualified Plan Features and Administration for 401(k) Rollover Specialist ((k)RS) 1.5 CE Eligible
Qualified Plans for Tax-Exempt and Governmental Plan Consultant (TGPC) 1.5 CE Eligible
Qualified Plans for Qualified 401(k) Consultant(QKC) 1.5 CE Eligible
Qualified Plans for Certified Pension Consultant (CPC) 1.5 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 1.5 CE Eligible
Qualified Plans for Certified Plan Sponsor Professional (CPSP) 1.5 CE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-03192-26-S) 1 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-03192-26-S) 1 CE Approved
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 350311) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02669) 1 CE Approved
Taxes for Personal Financial Specialist (PFS) 1.5 CPE Eligible
Taxes for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Investment Planning for Certified Divorce Financial Analyst (CDFA) (Valid upto : Jun 17, 2027) 1.5 CE Approved
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-03192-26-S) 1 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 1.5 CE Eligible
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-03192-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Qualified Retirement Plan Matters for Enrolled Retirement Plan Agent (ERPA) (Approval No. GEHNZ-Q-03284-26-S) 1 CE Approved
Estate Planning for Trust and Estate Practitioners (TEP) 1.5 CPE Eligible
Taxes for Certified Wealth Strategist (CWS) 1.5 CE Eligible
Taxes for Retirement Income Certified Professional (RICP) 1.5 CE Eligible
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-03192-26-S) 1 CE Approved
Taxes for Certified Investment Management Analyst (CIMA) (Approval No. 26MYCPE30185) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1.5 CE Eligible
Taxes for Certified Private Wealth Advisor (CPWA) (Approval No. 26MYCPE30185) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Taxes for Chartered Life Underwriter (CLU) 1.5 CE Eligible
Qualified Plan Features and Administration for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1.5 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 1.5 CE Eligible
Qualified Plans for Qualified 401(k) Administrator (QKA) 1.5 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 1.5 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 1.5 CE Eligible
Qualified Plans for Associated Professional Member(APM) 1.5 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Taxes for Retirement Management Advisor (RMA) (Approval No. 26MYCPE30185) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Qualified Plans for Qualified Pension Administrator(QPA) 1.5 CE Eligible
Qualified Plan Features and Administration for Nonqualified Plan Consultant (NQPC) 1.5 CE Eligible
Taxes for Chartered Advisor in Philanthropy (CAP) 1.5 CE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
Taxes for Certificate in Investment Performance Measurement (CIPM) 1.5 PL Eligible
Qualified Plan Features and Administration for 401(k) Rollover Specialist ((k)RS) 1.5 CE Eligible
Qualified Plans for Tax-Exempt and Governmental Plan Consultant (TGPC) 1.5 CE Eligible
Qualified Plans for Qualified 401(k) Consultant(QKC) 1.5 CE Eligible
Qualified Plans for Certified Pension Consultant (CPC) 1.5 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 1.5 CE Eligible
Qualified Plans for Certified Plan Sponsor Professional (CPSP) 1.5 CE Eligible
On Demand (video)
  • Identify different types of beneficiaries and their distribution rules.
  • Explain the impact of SECURE Act changes on beneficiary distributions.
  • Analyze the application of the 10-year rule.
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 CE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Financial Planning for Certified Wealth Strategist (CWS) 1.5 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1.5 CE 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 CE 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 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1.5 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1.5 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Finance for Chartered Advisor in Senior Living (CASL) 1.5 CE 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
Employee Benefit Plan Audit Quality Center (EBPAQC) 1.5 CPE Eligible
Chartered Advisor in Philanthropy (CAP) 1.5 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1.5 CE 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 CE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Financial Planning for Certified Wealth Strategist (CWS) 1.5 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1.5 CE 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 CE 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 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1.5 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1.5 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Finance for Chartered Advisor in Senior Living (CASL) 1.5 CE 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
Employee Benefit Plan Audit Quality Center (EBPAQC) 1.5 CPE Eligible
Chartered Advisor in Philanthropy (CAP) 1.5 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1.5 CE Eligible
On Demand (video)
  • To discuss the issues to be covered in the QDRO.
  • To analyze how to determine benefit allocation between the plan participant and the alternate payee with examples.
  • To inspect common errors that occur in preparing and administering the QDRO.
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. 349362) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Certified Management Accountants (CMA) 1.5 CE Eligible
Finance for Accredited in Business Valuation (ABV) 1.5 CPE Eligible
Finance for Chartered Global Management Accountants (CGMA) 1.5 CE Eligible
Finance for Certified Valuation Analyst (CVA) 1.5 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Long-Term Investments for Certified Treasury Professional (CTP) 1.5 CPE Eligible
Finance for Certified Investment Management Analyst (CIMA) (Approval No. 26MYCPE005) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 26MYCPE005) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Chartered Life Underwriter (CLU) 1.5 CE Eligible
Business and strategic decisions for Certified FP&A Professional (FP&A) 1.5 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1.5 CPE Eligible
Finance for Retirement Management Advisor (RMA) (Approval No. 26MYCPE005) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Finance for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
Chartered Advisor in Philanthropy (CAP) 1.5 CE 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. 349362) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Certified Management Accountants (CMA) 1.5 CE Eligible
Finance for Accredited in Business Valuation (ABV) 1.5 CPE Eligible
Finance for Chartered Global Management Accountants (CGMA) 1.5 CE Eligible
Finance for Certified Valuation Analyst (CVA) 1.5 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Long-Term Investments for Certified Treasury Professional (CTP) 1.5 CPE Eligible
Finance for Certified Investment Management Analyst (CIMA) (Approval No. 26MYCPE005) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 26MYCPE005) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Chartered Life Underwriter (CLU) 1.5 CE Eligible
Business and strategic decisions for Certified FP&A Professional (FP&A) 1.5 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1.5 CPE Eligible
Finance for Retirement Management Advisor (RMA) (Approval No. 26MYCPE005) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Finance for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
Chartered Advisor in Philanthropy (CAP) 1.5 CE Eligible
On Demand (video)
  • To identify the critical issues that must be addressed when two companies merge or one acquires the other, specifically concerning retirement plans.
  • To know about the various options available to both parties for managing the disposition of their respective retirement plans during mergers and acquisitions.
  • To comprehend the potential compliance challenges that may arise when merging or continuing retirement plans, especially when the acquiring company maintains its plan.
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. 348239) (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
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Retirement Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Retirement Planning for Chartered Advisor in Philanthropy (CAP) 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
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE 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. 348239) (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
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Retirement Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Retirement Planning for Chartered Advisor in Philanthropy (CAP) 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
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
On Demand (video)
  • Explain core eligibility rules and account setup requirements for HSAs.
  • Identify contribution limits and coordination issues with other health coverage.
  • Distinguish qualified medical expenses and when distributions remain tax-free.
1 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 346461) (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 CE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Chartered Life Underwriter (CLU) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE 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 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 346461) (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 CE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Chartered Life Underwriter (CLU) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE 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 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
On Demand (video)
  • Differentiate individual and group disability income policies for income protection decisions.
  • Identify common coverage gaps and coordination issues.
  • Analyze benefit structures and limitations within individual and group disability policies.
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. 350313) (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
Tax Topics for Certified Divorce Financial Analyst (CDFA) (Valid upto : Jun 17, 2027) 1 CE Approved
Disability Income Insurance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Disability Income Insurance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Certified Investment Management Analyst (CIMA) (Approval No. 26MYCPE30188) (Valid upto : Dec 31, 2026) 1 CE Approved
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 26MYCPE30188) (Valid upto : Dec 31, 2026) 1 CE Approved
Disability Income Insurance for Chartered Life Underwriter (CLU) 1 CE Eligible
Disability Income Insurance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Disability Income Insurance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Disability Income Insurance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Finance for Retirement Management Advisor (RMA) (Approval No. 26MYCPE30188) (Valid upto : Dec 31, 2026) 1 CE Approved
Financial Planning for Chartered Advisor in Philanthropy (CAP) 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
Disability Income Insurance for Chartered Special Needs Consultant (ChSNC) 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. 350313) (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
Tax Topics for Certified Divorce Financial Analyst (CDFA) (Valid upto : Jun 17, 2027) 1 CE Approved
Disability Income Insurance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Disability Income Insurance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Certified Investment Management Analyst (CIMA) (Approval No. 26MYCPE30188) (Valid upto : Dec 31, 2026) 1 CE Approved
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 26MYCPE30188) (Valid upto : Dec 31, 2026) 1 CE Approved
Disability Income Insurance for Chartered Life Underwriter (CLU) 1 CE Eligible
Disability Income Insurance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Disability Income Insurance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Disability Income Insurance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Finance for Retirement Management Advisor (RMA) (Approval No. 26MYCPE30188) (Valid upto : Dec 31, 2026) 1 CE Approved
Financial Planning for Chartered Advisor in Philanthropy (CAP) 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
Disability Income Insurance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
On Demand (video)
  • Interpret key disability policy definitions and exclusions affecting benefit eligibility.
  • Identify common disability riders and assess their practical planning value.
  • Analyze how policy exclusions influence disability income coverage outcomes.
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. 347092) (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 CE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE 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 Special Needs Consultant (ChSNC) 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. 347092) (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 CE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE 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 Special Needs Consultant (ChSNC) 1 CE Eligible
On Demand (video)
  • Explain long term disability insurance structure and income replacement mechanics.
  • Identify differences between employer group and private disability coverage.
  • Analyze elimination period choices and their financial planning implications.
1 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE 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 CE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE 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 Special Needs Consultant (ChSNC) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE 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 CE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE 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 Special Needs Consultant (ChSNC) 1 CE Eligible
On Demand (video)
  • Identify risks disability creates for business ownership continuity.
  • Explain key components of disability buy sell agreements.
  • Analyze valuation approaches used in ownership buyouts.

* 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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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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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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Frequently Asked Questions

This program covers ERISA-related retirement plan design and compliance, 401(k) and profit-sharing plans, pension and defined benefit plans, qualified plan and IRA distributions, RMDs, Roth accounts and conversions, SECURE Act beneficiary rules, QDROs, HSAs, retirement plans in M&A transactions, and disability insurance considerations.

This program helps professionals navigate retirement plan compliance, tax rules, and planning considerations while evaluating distribution strategies, RMD requirements, Roth accounts and conversions, beneficiary distributions, and disability benefits. It provides practical knowledge that can be applied when advising individuals, plan sponsors, and business owners.

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.