MYCPE ONE

Strategic Wealth Management Training for Advisors

Strengthen Wealth Management Expertise

certificate
4910

Enrollments

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Published on June, 2026
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Multiple

Qualifications 

23

Credits

23 Hours

Learning Duration

$299

Training Program Access

Overview

What You’ll learn

What separates a good financial advisor from a truly trusted wealth advisor?

Today's wealth management professionals must help clients navigate far more than investments alone. From portfolio construction and tax efficiency to retirement planning, insurance decisions, estate strategies, and wealth transfer objectives, advisors are expected to deliver comprehensive guidance that supports long-term financial security and multi-generational wealth preservation.

The training program, “Strategic Wealth Management Training for Advisors”, focuses on practical wealth management strategies used by modern financial professionals. It covers portfolio development, risk management, retirement planning, tax-efficient wealth strategies, insurance and long-term care planning, estate planning, charitable giving, and legacy planning considerations for individuals, families, and high-net-worth clients.

By focusing on real-world advisory scenarios, this training helps professionals strengthen planning capabilities, improve client outcomes, and develop a more comprehensive approach to wealth management and financial decision-making.

Get Deeper Understanding of:
  • Portfolio construction and investment analysis strategies
  • Managing market volatility and Black Swan risks
  • Tax-efficient wealth accumulation and preservation techniques
  • Retirement income, healthcare, and long-term care planning
  • Insurance evaluation and fiduciary planning considerations
  • Estate, charitable, and multi-generational wealth transfer strategies
Recommended For:
  • This program is designed for Certified Public Accountants (CPA-US), Chartered Financial Analysts (CFA), Wealth Management Certified Professionals (WMCP), and other professionals involved in comprehensive financial planning and wealth advisory services.
  • It is particularly relevant for professionals working with investment management, retirement planning, insurance planning, estate planning, tax-efficient wealth strategies, and legacy planning for individuals and families. Those advising high-net-worth clients, business owners, retirees, and multi-generational families will find this training directly aligned with their responsibilities.
  • It is also suitable for professionals looking to strengthen holistic wealth management capabilities, enhance advisory expertise, and deliver more comprehensive financial planning solutions to clients.
Resources included
  • Handout PDFs for every Module.
  • Glossary/Key Terms for every module.
  • Glossary/Key Terms for every module.

Courses

Class 1: Wealth Roadmap for Clarity, Confidence, and ControlClass 2: The CPA Advantage: Leading Clients Toward True SecurityClass 3: How CPAs Can Help Clients Build Smarter PortfoliosClass 4: Engineer Tax Efficiency – Stopping the Silent Wealth KillerPortfolio Development and AnalysisBuilding Resilient Portfolios: Mitigating Black Swan RisksGlobal Trends and Portfolio Planning for Market InstabilityRetirement Portfolio Resilience: Market Volatility and Tax PolicyWealth Preservation Playbook for High-Net-Worth ClientsDo the Wealthy Pay their Fair Share - Tax Strategies for the Ultra-richAdvisors Guide to Serving The Next Generation of InvestorsRetirement Planning that Grows from Farm to GreenhouseLong Term Care Planning Using Insurance and AnnuitiesLong-Term Care 2026: Costs, Insurance, and DOGE InsightsHealth Insurance and Health Care Cost ManagementManaging Health Insurance Gaps: Planning for Job Loss and Early RetirementInsurance Policy and Company SelectionThe Fiduciary Era for Life Insurance: How to Evaluate Policy SelectionEstate Planning for the 99 Percent of U.S with Estates Under 14M2026 Estate Planning After H.R. 1 with New Estate and Trust RulesEstate Planning Valuations: From Basics to Key AssumptionsEstate Planning with Charitable Giving under SECURE 2.0 and OBBBA UpdatesReal Estate and Legacy Planning: Advanced Strategies for Wealthy Families
Course Title Time Credits Learning Format
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 CPD 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 Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
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
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD 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 Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
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)
  • Discuss how to reframe wealth conversations around clarity, control, and legacy.
  • Identify emotional and structural challenges faced by HNW and VHNW clients.
  • Explore how to position yourself as an integrator who unifies advisors and strategies.
1 Hour
License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1 CPE Approved
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Chartered Life Underwriter (CLU) 1 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Finance for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1 CPE Approved
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Chartered Life Underwriter (CLU) 1 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Finance for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
On Demand (video)
  • Identify protection gaps in insurance, legal, and financial structures.
  • Apply an insurance audit framework to test coverage alignment.
  • Evaluate risks caused by siloed advisors and conflicting strategies.
1 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Chartered Life Underwriter (CLU) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Finance for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Chartered Life Underwriter (CLU) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Finance for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
On Demand (video)
  • Explain portfolio diversification using simple, relatable language.
  • Discuss investment risk as a manageable, strategic factor.
  • Analyze asset class correlation to support smart portfolio design.
1 Hour
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02811-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02811-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02297) 1 CE Approved
Taxes for Personal Financial Specialist (PFS) 1 CPD Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02811-25-S) 1 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 1 CE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02811-25-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02811-25-S) 1 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 1 CE Eligible
Taxes for Chartered Life Underwriter (CLU) 1 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 1 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Taxes for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02811-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02811-25-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02297) 1 CE Approved
Taxes for Personal Financial Specialist (PFS) 1 CPD Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02811-25-S) 1 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 1 CE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02811-25-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02811-25-S) 1 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 1 CE Eligible
Taxes for Chartered Life Underwriter (CLU) 1 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 1 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Taxes for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
On Demand (video)
  • Discuss taxes as the silent drag on long-term wealth.
  • Identify compounding benefits of proactive tax efficiency planning.
  • Explain integrated strategies across income, gains, and estate.
1 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for Chartered Professional Accountant in Canada 1 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Portfolio Management and Wealth Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Investment Planning for Certified Divorce Financial Analyst (CDFA) (Valid upto : Jun 17, 2027) 1 CE Approved
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Certified Investment Management Analyst (CIMA) (Approval No. 26MYCPE30192) (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. 26MYCPE30192) (Valid upto : Dec 31, 2026) 1 CE Approved
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Investment Planning for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Retirement Management Advisor (RMA) (Approval No. 26MYCPE30192) (Valid upto : Dec 31, 2026) 1 CE Approved
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Financial Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Portfolio Management and Wealth Planning for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Chartered Investment Manager (CIM) 1 CE Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Financial Planning for Certified International Wealth Manager (CIWM) 1 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
CPA - Ireland 1 CPD Eligible
Designated Financial Services Advisor (DFSA) 1 CE Eligible
Estate & Trust Professional (MTI) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for Chartered Professional Accountant in Canada 1 CPD Eligible
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Portfolio Management and Wealth Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Investment Planning for Certified Divorce Financial Analyst (CDFA) (Valid upto : Jun 17, 2027) 1 CE Approved
Finance for Chartered Financial Consultant (ChFC) 1 CE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Certified Investment Management Analyst (CIMA) (Approval No. 26MYCPE30192) (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. 26MYCPE30192) (Valid upto : Dec 31, 2026) 1 CE Approved
Finance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Finance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Investment Planning for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Retirement Management Advisor (RMA) (Approval No. 26MYCPE30192) (Valid upto : Dec 31, 2026) 1 CE Approved
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Financial Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Portfolio Management and Wealth Planning for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Chartered Investment Manager (CIM) 1 CE Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Financial Planning for Certified International Wealth Manager (CIWM) 1 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
CPA - Ireland 1 CPD Eligible
Designated Financial Services Advisor (DFSA) 1 CE Eligible
Estate & Trust Professional (MTI) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
On Demand (video)
  • Discuss principles of effective portfolio construction.
  • Identify appropriate asset allocation strategies.
  • Explain methods for evaluating portfolio performance.
1 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for Chartered Professional Accountant in Canada 1 CPD Eligible
Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 332999) (Valid upto : Dec 31, 2025) 1 CE Approved
Certified Management Accountants (CMA) 1 CPE Eligible
Finance for Accredited in Business Valuation (ABV) 1 CPD Eligible
Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 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
Certified Treasury Professional (CTP) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Certified Wealth Strategist (CWS) 1 CE Eligible
Investment Planning for Certified Financial Planner - Canada (Approval No. 17136) (Valid upto : Mar 10, 2027) 1 CE Approved
Chartered Accountant - ICAEW 1 CPD Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
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
Investment Management for Financial Risk Manager (FRM) 1 CPD Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Finance for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Professional Development for Chartered Investment Manager (CIM) 1 CE Eligible
Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 17136) (Valid upto : Mar 10, 2027) 1 CE Approved
Chartered Accountants - Scotland 1 CPD Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Professional Development for Certified International Wealth Manager (CIWM) 1 CE Eligible
CPA - Ireland 1 CPD Eligible
Professional Development for Estate & Trust Professional (MTI) 1 CE Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for Chartered Professional Accountant in Canada 1 CPD Eligible
Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 332999) (Valid upto : Dec 31, 2025) 1 CE Approved
Certified Management Accountants (CMA) 1 CPE Eligible
Finance for Accredited in Business Valuation (ABV) 1 CPD Eligible
Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 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
Certified Treasury Professional (CTP) 1 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Certified Wealth Strategist (CWS) 1 CE Eligible
Investment Planning for Certified Financial Planner - Canada (Approval No. 17136) (Valid upto : Mar 10, 2027) 1 CE Approved
Chartered Accountant - ICAEW 1 CPD Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
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
Investment Management for Financial Risk Manager (FRM) 1 CPD Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Finance for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Professional Development for Chartered Investment Manager (CIM) 1 CE Eligible
Investment Planning for Qualified Associate Financial Planner (QAFP) (Approval No. 17136) (Valid upto : Mar 10, 2027) 1 CE Approved
Chartered Accountants - Scotland 1 CPD Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Professional Development for Certified International Wealth Manager (CIWM) 1 CE Eligible
CPA - Ireland 1 CPD Eligible
Professional Development for Estate & Trust Professional (MTI) 1 CE Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
On Demand (video)
  • Explain the significance of diversification and strategies for its implementation within portfolios.
  • Leveraging investment science to make informed investment decisions.
  • Discuss strategies to mitigate the occurrence of black swan events.
1 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for Chartered Professional Accountant in Canada 1 CPD Eligible
Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 345617) (Valid upto : Dec 31, 2026) 1 CE Approved
Investment Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Global Management Accountants (CGMA) 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
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD 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
Investment Management for Financial Risk Manager (FRM) 1 CPD Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Finance for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Professional Development for Chartered Investment Manager (CIM) 1 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Professional Development for Certified International Wealth Manager (CIWM) 1 CE Eligible
CPA - Ireland 1 CPD Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
Professional Development for Estate & Trust Professional (MTI) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for Chartered Professional Accountant in Canada 1 CPD Eligible
Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 345617) (Valid upto : Dec 31, 2026) 1 CE Approved
Investment Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Global Management Accountants (CGMA) 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
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Chartered Accountant - ICAEW 1 CPD 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
Investment Management for Financial Risk Manager (FRM) 1 CPD Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Finance for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Professional Development for Chartered Investment Manager (CIM) 1 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Professional Development for Certified International Wealth Manager (CIWM) 1 CE Eligible
CPA - Ireland 1 CPD Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
Professional Development for Estate & Trust Professional (MTI) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
On Demand (video)
  • Discuss the evolving global economic landscape.
  • Identify the major trends reshaping global investment assumptions.
  • Explore future economic challenges and opportunities for investors.
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. 337262) (Valid upto : Dec 31, 2025) 1 CE Approved
Retirement and Financial Independence Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Retirement Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Retirement Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Estate Planning for Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Retirement Planning 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
Retirement Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Retirement Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Retirement Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Retirement Planning for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Retirement Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Retirement Planning 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. 337262) (Valid upto : Dec 31, 2025) 1 CE Approved
Retirement and Financial Independence Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Retirement Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Retirement Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Estate Planning for Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Retirement Planning 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
Retirement Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Retirement Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Retirement Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Retirement Planning for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Retirement Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Retirement Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
On Demand (video)
  • Identify the factors contributing to current market volatility and their impact on retirement portfolios.
  • Explore asset allocation and diversification strategies to enhance portfolio resilience.
  • Discuss economic shifts and their influence on retirement planning.
1 Hour
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02509-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02509-25-S) 1 CE Approved
Estate Planning for Certified Financial Planner (CFP-US) (Approval No. 337363) (Valid upto : Dec 31, 2025) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02032) 1 CE Approved
Taxes for Personal Financial Specialist (PFS) 1 CPD Eligible
Taxes for Chartered Financial Analyst (CFA) 1 PL Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02509-25-S) 1 CE Approved
Taxation for Chartered Financial Consultant (ChFC) 1 CE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02509-25-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Estate Planning for Trust and Estate Practitioners (TEP) 1 CPD Eligible
Taxes for Certified Wealth Strategist (CWS) 1 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02509-25-S) 1 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 1 CE Eligible
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Taxes for Chartered Life Underwriter (CLU) 1 CE Eligible
Estate Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 1 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Taxes for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Taxes for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02509-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02509-25-S) 1 CE Approved
Estate Planning for Certified Financial Planner (CFP-US) (Approval No. 337363) (Valid upto : Dec 31, 2025) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02032) 1 CE Approved
Taxes for Personal Financial Specialist (PFS) 1 CPD Eligible
Taxes for Chartered Financial Analyst (CFA) 1 PL Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02509-25-S) 1 CE Approved
Taxation for Chartered Financial Consultant (ChFC) 1 CE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02509-25-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Estate Planning for Trust and Estate Practitioners (TEP) 1 CPD Eligible
Taxes for Certified Wealth Strategist (CWS) 1 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02509-25-S) 1 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 1 CE Eligible
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Taxes for Chartered Life Underwriter (CLU) 1 CE Eligible
Estate Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 1 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Taxes for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Taxes for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
On Demand (video)
  • Assess the impact of recent economic and tax policy developments on wealth preservation strategies.
  • Implement advanced asset protection techniques to safeguard wealth against market and legislative risks.
  • Differentiate traditional and modern strategies for estate and asset protection.
1 Hour
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02834-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02834-25-S) 1 CE Approved
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 344675) (Valid upto : Dec 31, 2026) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02319) 1 CE Approved
Taxes for Personal Financial Specialist (PFS) 1 CPD Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02834-25-S) 1 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 1 CE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02834-25-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02834-25-S) 1 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 1 CE Eligible
Taxes for Certified Investment Management Analyst (CIMA) (Approval No. 25MYCPE006) (Valid upto : Dec 31, 2026) 1 CE Approved
Taxes for Certified Private Wealth Advisor (CPWA) (Approval No. 25MYCPE006) (Valid upto : Dec 31, 2026) 1 CE Approved
Taxes for Chartered Life Underwriter (CLU) 1 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 1 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Taxes for Retirement Management Advisor (RMA) (Approval No. 25MYCPE006) (Valid upto : Dec 31, 2026) 1 CE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Taxes for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02834-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02834-25-S) 1 CE Approved
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 344675) (Valid upto : Dec 31, 2026) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02319) 1 CE Approved
Taxes for Personal Financial Specialist (PFS) 1 CPD Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02834-25-S) 1 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 1 CE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02834-25-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02834-25-S) 1 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 1 CE Eligible
Taxes for Certified Investment Management Analyst (CIMA) (Approval No. 25MYCPE006) (Valid upto : Dec 31, 2026) 1 CE Approved
Taxes for Certified Private Wealth Advisor (CPWA) (Approval No. 25MYCPE006) (Valid upto : Dec 31, 2026) 1 CE Approved
Taxes for Chartered Life Underwriter (CLU) 1 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 1 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Taxes for Retirement Management Advisor (RMA) (Approval No. 25MYCPE006) (Valid upto : Dec 31, 2026) 1 CE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Taxes for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
On Demand (video)
  • Explore the controversial question, do the wealthy pay their fair share of taxes.
  • Identify the number of wealthy individuals in the U.S. at different levels of net worth.
  • Discuss whether import tariffs may be considered a tax and how they impact taxpayers.
1 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for Chartered Professional Accountant in Canada 1 CPD Eligible
Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 344659) (Valid upto : Dec 31, 2026) 1 CE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Global Management Accountants (CGMA) 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
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Estate Planning for Trust and Estate Practitioners (TEP) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Certified Investment Management Analyst (CIMA) (Approval No. 25MYCPE008) (Valid upto : Dec 31, 2026) 1 CE Approved
Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 25MYCPE008) (Valid upto : Dec 31, 2026) 1 CE Approved
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
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Finance for Retirement Management Advisor (RMA) (Approval No. 25MYCPE008) (Valid upto : Dec 31, 2026) 1 CE Approved
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Finance for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Finance for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Professional Development for Chartered Investment Manager (CIM) 1 CE Eligible
Professional Development for Certified International Wealth Manager (CIWM) 1 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
CPA - Ireland 1 CPD Eligible
Professional Development for Estate & Trust Professional (MTI) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Finance for Chartered Professional Accountant in Canada 1 CPD Eligible
Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 344659) (Valid upto : Dec 31, 2026) 1 CE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Global Management Accountants (CGMA) 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
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Estate Planning for Trust and Estate Practitioners (TEP) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Finance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Certified Investment Management Analyst (CIMA) (Approval No. 25MYCPE008) (Valid upto : Dec 31, 2026) 1 CE Approved
Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 25MYCPE008) (Valid upto : Dec 31, 2026) 1 CE Approved
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
Professional Development for Personal Financial Planner (PFP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Finance for Retirement Management Advisor (RMA) (Approval No. 25MYCPE008) (Valid upto : Dec 31, 2026) 1 CE Approved
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Finance for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Finance for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Professional Development for Chartered Investment Manager (CIM) 1 CE Eligible
Professional Development for Certified International Wealth Manager (CIWM) 1 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
Chartered Accountants - Scotland 1 CPD Eligible
Professional Development for Designated Financial Services Advisor (DFSA) 1 CE Eligible
CPA - Ireland 1 CPD Eligible
Professional Development for Estate & Trust Professional (MTI) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
On Demand (video)
  • To identify generational differences in clients' needs and expectations.
  • To explore ways to leverage investor engagement.
  • To explain new and emerging products for NextGen clients.
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. 344743) (Valid upto : Dec 31, 2026) 1 CE Approved
Retirement and Financial Independence Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Retirement Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Retirement Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Estate Planning for Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Retirement Planning 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
Retirement Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Retirement Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Retirement Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Retirement Planning for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Retirement Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Retirement Planning 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. 344743) (Valid upto : Dec 31, 2026) 1 CE Approved
Retirement and Financial Independence Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Retirement Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Retirement Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Estate Planning for Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Retirement Planning 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
Retirement Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Retirement Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Retirement Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Retirement Planning for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Retirement Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Retirement Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
On Demand (video)
  • Recognize financial risks and apply risk-based retirement planning strategies.
  • Differentiate accumulation models from income-focused retirement frameworks.
  • Evaluate how the Greenhouse model supports income and legacy goals.
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. 347093) (Valid upto : Dec 31, 2026) 1 CE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Investment Planning for Certified Divorce Financial Analyst (CDFA) (Valid upto : May 04, 2027) 1 CE Approved
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
Insurance 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
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 347093) (Valid upto : Dec 31, 2026) 1 CE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Investment Planning for Certified Divorce Financial Analyst (CDFA) (Valid upto : May 04, 2027) 1 CE Approved
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
Insurance 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 the fundamentals of long-term care planning.
  • Identify major funding strategies for long term care protection.
  • Discuss long term care cost trends and planning implications.
1 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Risk management planning (incl. Life Insurance) for Personal Financial Specialist (PFS) 1 CPD 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
Financial 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 Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Financial Planning 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
Risk management planning (incl. Life Insurance) for Personal Financial Specialist (PFS) 1 CPD 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
Financial 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 Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Financial Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
On Demand (video)
  • Discuss 2026 long-term care cost trends in the U.S. and globally.
  • Explain DOGE’s role in optimizing benefit access and systems.
  • Analyze how automation reduces administrative barriers in LTC support.
1 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Risk Management and Insurance Planning for Certified Financial Planner (CFP-US) (Approval No. 348237) (Valid upto : Dec 31, 2026) 1 CE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Investment Planning for Certified Divorce Financial Analyst (CDFA) (Valid upto : May 04, 2027) 1 CE Approved
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 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
Risk Management and Insurance Planning for Certified Financial Planner (CFP-US) (Approval No. 348237) (Valid upto : Dec 31, 2026) 1 CE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Investment Planning for Certified Divorce Financial Analyst (CDFA) (Valid upto : May 04, 2027) 1 CE Approved
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 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)
  • Identify key components of health insurance plans.
  • Explain major drivers of rising health care costs.
  • Apply risk management techniques for health-related expenses.
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 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Retirement Planning for Certified Divorce Financial Analyst (CDFA) (Valid upto : Jun 17, 2027) 1 CE Approved
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
Finance for Certified Investment Management Analyst (CIMA) (Approval No. 26MYCPE30197) (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. 26MYCPE30197) (Valid upto : Dec 31, 2026) 1 CE Approved
Financial Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 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 Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for Retirement Management Advisor (RMA) (Approval No. 26MYCPE30197) (Valid upto : Dec 31, 2026) 1 CE Approved
Finance for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Financial Planning 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
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Retirement Planning for Certified Divorce Financial Analyst (CDFA) (Valid upto : Jun 17, 2027) 1 CE Approved
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
Finance for Certified Investment Management Analyst (CIMA) (Approval No. 26MYCPE30197) (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. 26MYCPE30197) (Valid upto : Dec 31, 2026) 1 CE Approved
Financial Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 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 Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Finance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for Retirement Management Advisor (RMA) (Approval No. 26MYCPE30197) (Valid upto : Dec 31, 2026) 1 CE Approved
Finance for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Financial Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Finance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
On Demand (video)
  • Discuss health insurance challenges during employment transitions.
  • Identify coverage options available after job loss.
  • Explain planning considerations before Medicare eligibility.
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 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Financial Planning 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
Finance for Certified Investment Management Analyst (CIMA) (Approval No. 26MYCPE30204) (Valid upto : Dec 31, 2026) 1 CE Approved
Disability Income Insurance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 26MYCPE30204) (Valid upto : Dec 31, 2026) 1 CE Approved
Insurance Planning 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
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Disability Income Insurance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for Retirement Management Advisor (RMA) (Approval No. 26MYCPE30204) (Valid upto : Dec 31, 2026) 1 CE Approved
Finance for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Financial Planning for Chartered Advisor in Philanthropy (CAP) 1 CE 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
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Financial Planning 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
Finance for Certified Investment Management Analyst (CIMA) (Approval No. 26MYCPE30204) (Valid upto : Dec 31, 2026) 1 CE Approved
Disability Income Insurance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 26MYCPE30204) (Valid upto : Dec 31, 2026) 1 CE Approved
Insurance Planning 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
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Disability Income Insurance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for Retirement Management Advisor (RMA) (Approval No. 26MYCPE30204) (Valid upto : Dec 31, 2026) 1 CE Approved
Finance for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Financial Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Disability Income Insurance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
On Demand (video)
  • Analyze coverage limits and policy exclusions.
  • Differentiate premium cost from total protection value.
  • Explain financial strength indicators of insurers.
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 CPD Eligible
Retirement Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Financial Planning for Certified Divorce Financial Analyst (CDFA) (Valid upto : Jun 17, 2027) 1 CE Approved
Life 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
Life Insurance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Certified Investment Management Analyst (CIMA) (Approval No. 26MYCPE30194) (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. 26MYCPE30194) (Valid upto : Dec 31, 2026) 1 CE Approved
Life Insurance for Chartered Life Underwriter (CLU) 1 CE Eligible
Retirement Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Life Insurance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Life Insurance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Life Insurance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for Retirement Management Advisor (RMA) (Approval No. 26MYCPE30194) (Valid upto : Dec 31, 2026) 1 CE Approved
Retirement Planning for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Retirement Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Life Insurance 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 CPD Eligible
Retirement Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Financial Planning for Certified Divorce Financial Analyst (CDFA) (Valid upto : Jun 17, 2027) 1 CE Approved
Life 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
Life Insurance for Retirement Income Certified Professional (RICP) 1 CE Eligible
Finance for Certified Investment Management Analyst (CIMA) (Approval No. 26MYCPE30194) (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. 26MYCPE30194) (Valid upto : Dec 31, 2026) 1 CE Approved
Life Insurance for Chartered Life Underwriter (CLU) 1 CE Eligible
Retirement Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Life Insurance for Financial Services Certified Professional (FSCP) 1 CE Eligible
Life Insurance for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Life Insurance for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for Retirement Management Advisor (RMA) (Approval No. 26MYCPE30194) (Valid upto : Dec 31, 2026) 1 CE Approved
Retirement Planning for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Retirement Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Life Insurance for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
On Demand (video)
  • Discuss fiduciary responsibilities in life insurance recommendations.
  • Identify key evaluation factors for life insurance policies.
  • Explain documentation practices supporting best interest compliance.
1 Hour
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02904-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02904-25-S) 1 CE Approved
Estate Planning for Certified Financial Planner (CFP-US) (Approval No. 347067) (Valid upto : Dec 31, 2026) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02387) 1 CE Approved
Estate Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Estate Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Financial Planning for Certified Divorce Financial Analyst (CDFA) (Valid upto : May 04, 2027) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02904-25-S) 1 CE Approved
Estate Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02904-25-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Estate Planning for Trust and Estate Practitioners (TEP) 1 CPD Eligible
Taxes for Certified Wealth Strategist (CWS) 1 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02904-25-S) 1 CE Approved
Estate Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Estate Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Estate Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Estate Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Estate Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Estate Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Estate Planning for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Estate Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Estate Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02904-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02904-25-S) 1 CE Approved
Estate Planning for Certified Financial Planner (CFP-US) (Approval No. 347067) (Valid upto : Dec 31, 2026) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02387) 1 CE Approved
Estate Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Estate Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Financial Planning for Certified Divorce Financial Analyst (CDFA) (Valid upto : May 04, 2027) 1 CE Approved
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02904-25-S) 1 CE Approved
Estate Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02904-25-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Estate Planning for Trust and Estate Practitioners (TEP) 1 CPD Eligible
Taxes for Certified Wealth Strategist (CWS) 1 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02904-25-S) 1 CE Approved
Estate Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Estate Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Estate Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Estate Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Estate Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Estate Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Estate Planning for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Estate Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Estate Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
On Demand (video)
  • Identify key estate planning considerations for estates under $14 million.
  • Discuss tax regulations and exemptions impacting mid-sized estates.
  • Recognize pitfalls in estate planning and ways to prevent them.
1 Hour
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02895-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02895-25-S) 1 CE Approved
Estate Planning for Certified Financial Planner (CFP-US) (Approval No. 345607) (Valid upto : Dec 31, 2026) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02378) 1 CE Approved
Taxes for Personal Financial Specialist (PFS) 1 CPD Eligible
Taxes for Chartered Financial Analyst (CFA) 1 PL Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02895-25-S) 1 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 1 CE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02895-25-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Estate Planning for Trust and Estate Practitioners (TEP) 1 CPD Eligible
Taxes for Certified Wealth Strategist (CWS) 1 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02895-25-S) 1 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 1 CE Eligible
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Estate Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Estate Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 1 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Taxes for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Estate Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02895-25-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02895-25-S) 1 CE Approved
Estate Planning for Certified Financial Planner (CFP-US) (Approval No. 345607) (Valid upto : Dec 31, 2026) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02378) 1 CE Approved
Taxes for Personal Financial Specialist (PFS) 1 CPD Eligible
Taxes for Chartered Financial Analyst (CFA) 1 PL Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02895-25-S) 1 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 1 CE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02895-25-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Estate Planning for Trust and Estate Practitioners (TEP) 1 CPD Eligible
Taxes for Certified Wealth Strategist (CWS) 1 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02895-25-S) 1 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 1 CE Eligible
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Estate Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Estate Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 1 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Taxes for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Estate Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
On Demand (video)
  • Discuss the core estate and trust changes under H.R. 1.
  • Identify tax-efficient planning strategies based on client wealth levels.
  • Explore planning priorities for business owners and married couples.
1 Hour
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02979-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02979-26-S) 1 CE Approved
Estate Planning for Certified Financial Planner (CFP-US) (Approval No. 345655) (Valid upto : Dec 31, 2026) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02460) 1 CE Approved
Taxes for Personal Financial Specialist (PFS) 1 CPD Eligible
Taxes for Chartered Financial Analyst (CFA) 1 PL Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02979-26-S) 1 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 1 CE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02979-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Taxes for Certified Wealth Strategist (CWS) 1 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02979-26-S) 1 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 1 CE Eligible
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Estate Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 1 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Estate Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Taxes for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02979-26-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02979-26-S) 1 CE Approved
Estate Planning for Certified Financial Planner (CFP-US) (Approval No. 345655) (Valid upto : Dec 31, 2026) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02460) 1 CE Approved
Taxes for Personal Financial Specialist (PFS) 1 CPD Eligible
Taxes for Chartered Financial Analyst (CFA) 1 PL Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02979-26-S) 1 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 1 CE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02979-26-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Taxes for Certified Wealth Strategist (CWS) 1 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02979-26-S) 1 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 1 CE Eligible
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Estate Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 1 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Estate Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Taxes for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
On Demand (video)
  • Discuss the fundamentals of valuations in an estate planning context.
  • Identify key assumptions and variables that influence valuation outcomes.
  • Explore methods to apply valuation insights in client estate planning.
1 Hour
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-02871-25-S) 1 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-02871-25-S) 1 CE Approved
Estate Planning for Certified Financial Planner (CFP-US) (Approval No. 345705) (Valid upto : Dec 31, 2026) 1 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02355) 1 CE Approved
Taxes for Personal Financial Specialist (PFS) 1 CPD Eligible
Taxes for Chartered Financial Analyst (CFA) 1 PL Eligible
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-02871-25-S) 1 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 1 CE Eligible
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-02871-25-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Enrolled Retirement Plan Agent (ERPA) 1 CE Approved
Estate Planning for Trust and Estate Practitioners (TEP) 1 CPD Eligible
Taxes for Certified Wealth Strategist (CWS) 1 CE Eligible
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-02871-25-S) 1 CE Approved
Estate Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Estate Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
IRAs for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Estate Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Estate Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
IRAs for Qualified 401(k) Administrator (QKA) 1 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Estate Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
IRAs for Associated Professional Member(APM) 1 CE Eligible
IRAs for Qualified Pension Administrator(QPA) 1 CE Eligible
Estate Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
IRAs for Nonqualified Plan Consultant (NQPC) 1 CE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Estate Planning for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
IRAs for Tax-Exempt and Governmental Plan Consultant (TGPC) 1 CE Eligible
IRAs for 401(k) Rollover Specialist ((k)RS) 1 CE Eligible
IRAs for Qualified 401(k) Consultant(QKC) 1 CE Eligible
Estate Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
IRAs for Certified Pension Consultant (CPC) 1 CE Eligible
IRAs for Certified Plan Sponsor Professional (CPSP) 1 CE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-02871-25-S) 1 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-02871-25-S) 1 CE Approved
Estate Planning for Certified Financial Planner (CFP-US) (Approval No. 345705) (Valid upto : Dec 31, 2026) 1 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02355) 1 CE Approved
Taxes for Personal Financial Specialist (PFS) 1 CPD Eligible
Taxes for Chartered Financial Analyst (CFA) 1 PL Eligible
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-02871-25-S) 1 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 1 CE Eligible
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-02871-25-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Enrolled Retirement Plan Agent (ERPA) 1 CE Approved
Estate Planning for Trust and Estate Practitioners (TEP) 1 CPD Eligible
Taxes for Certified Wealth Strategist (CWS) 1 CE Eligible
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-02871-25-S) 1 CE Approved
Estate Planning for Retirement Income Certified Professional (RICP) 1 CE Eligible
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Estate Planning for Chartered Life Underwriter (CLU) 1 CE Eligible
IRAs for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Estate Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Estate Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
IRAs for Qualified 401(k) Administrator (QKA) 1 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Estate Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
IRAs for Associated Professional Member(APM) 1 CE Eligible
IRAs for Qualified Pension Administrator(QPA) 1 CE Eligible
Estate Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
IRAs for Nonqualified Plan Consultant (NQPC) 1 CE Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Estate Planning for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
IRAs for Tax-Exempt and Governmental Plan Consultant (TGPC) 1 CE Eligible
IRAs for 401(k) Rollover Specialist ((k)RS) 1 CE Eligible
IRAs for Qualified 401(k) Consultant(QKC) 1 CE Eligible
Estate Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
IRAs for Certified Pension Consultant (CPC) 1 CE Eligible
IRAs for Certified Plan Sponsor Professional (CPSP) 1 CE Eligible
On Demand (video)
  • Discuss how charitable giving aligns with overall tax efficiency.
  • Identify various charitable vehicles and their key advantages.
  • Explore ways to position philanthropy as part of legacy planning.
1 Hour
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02152-24-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02152-24-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01738) 1 CE Approved
Taxes for Personal Financial Specialist (PFS) 1 CPD Eligible
Taxes for Chartered Financial Analyst (CFA) 1 PL Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02152-24-S) 1 CE Approved
Taxation for Chartered Financial Consultant (ChFC) 1 CE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02152-24-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Taxes for Certified Wealth Strategist (CWS) 1 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02152-24-S) 1 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 1 CE Eligible
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 1 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Taxes for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02152-24-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02152-24-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01738) 1 CE Approved
Taxes for Personal Financial Specialist (PFS) 1 CPD Eligible
Taxes for Chartered Financial Analyst (CFA) 1 PL Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02152-24-S) 1 CE Approved
Taxation for Chartered Financial Consultant (ChFC) 1 CE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02152-24-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Taxes for Certified Wealth Strategist (CWS) 1 CE Eligible
Federal tax-related matters for LTC (Approval No. GEHNZ-T-02152-24-S) 1 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 1 CE Eligible
Taxes for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 1 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Taxes for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
On Demand (video)
  • Discover CRTs and CLTs for charitable giving and tax savings.
  • Preserve wealth across generations with Dynasty Trusts.
  • Apply advanced strategies using real-world case studies.

* 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

Dave Hall

Dave Hall

Founder, Retirement Risk Advisors

Dave Hall earned his Master’s in Accounting from Southern Utah University in 1994 and has since spent 25 years assisting thousands of Americans in minimizing their tax burdens. He achieved this by leveraging lesser-known tax and investment strategies often ignored by others in the field. As the founder of The Prosperity Guy, he dedicates his efforts to educating professional advisors about reaching the zero percent tax bracket for themselves and their clients, fundamentally changing retirement planning.


Beyond his professional life, Dave is passionate about basketball, biking, public speaking, education, and podcasting, hosting the national show "The Prosperity Gap with Dave Hall." His expertise extends to strategic business consulting, public speaking, professional relationship management, retirement planning, income tax preparation, and tax consulting.

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Earn Your Accounting CPE Credits with Drew Stevens

Drew Stevens

CEO and Leadership Change Expert, Stevens Performance

Over 38 years of Financial and Sales/Marketing expertise with investments, insurance, annuities, financial planning, analysis, and educating struggling clients to eliminate debt, increase liquidity, and maximize savings for retirement planning.

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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 25 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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Leon Maynard

Leon Maynard

Bilingual training, Consulting, Tax and Teaching, MyTaxPartnerPlus

Leon Maynard, MBA, EA, is a bilingual tax expert, executive consultant, and educator with over 25 years’ experience in taxation, finance, and economics. As a former university professor and corporate leader, Leon has trained CPAs, EAs, and financial professionals in business taxation, IRS representation, and entity choice. Drawing on his leadership roles at Chase Manhattan Bank, Pacific Telesis, and GATX Capital, Leon is celebrated for simplifying complex topics and providing practical solutions.


Fluent in English and Spanish, he combines real-world experience and academic rigor to enhance professionals’ technical skills and strategic thinking. His focus on clarity and effectiveness helps guide others through today’s changing tax and financial environment.

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Mike Clark

Mike Clark

Wealth Management Advisor, 3 AM Education

I began my career as an award-winning leader at Johnson & Johnson before transitioning into high-level financial advisory. Throughout my journey, I have successfully raised over $42 million in capital and completed my MBA, equipping me with both practical experience and advanced business knowledge.


Today, I specialize in building digital family offices for business owners, integrating their financial, tax, and legacy planning into a unified strategy. My focus is on helping clients preserve and grow their wealth through innovative, tailored solutions that address every aspect of their financial future.

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Rich Arzaga

Rich Arzaga

Founder & CEO, The Real Estate Whisperer Financial Planning and Education

Rich Arzaga is a dedicated advocate for investors who own directly held real estate investments, an asset class often overlooked by financial advisors. With a focus on comprehensive financial planning, Rich also provides valuable guidance on various real estate matters, including real estate cash flow modeling, buy-sell-hold decisions, 1031 exchanges, tax-advantaged strategies, inherited properties, and other challenges investors may face.

As the Founder and CEO of The Real Estate Whisperer Financial Planning and Education, an advice-only firm, Rich brings a wealth of expertise to the table. He is a CERTIFIED FINANCIAL PLANNER™, a Certified Commercial Investment Member (CCIM), and a Registered Investment Advisor. Finding a dually credentialed professional like Rich, with both CFP® and CCIM designations, is exceptionally rare in the financial planning landscape. His clientele includes real estate investors of varying experience levels, business owners, and affluent families.

Rich's reputation extends beyond his role as a financial advisor. He is an honored instructor and adjunct professor in the UC Berkeley Personal Financial Planning program and the UC Santa Cruz Silicon Valley Extension. Additionally, he has been featured twice at the esteemed Commonwealth Club of San Francisco and has earned a place among Worth Magazine's Top 250 Wealth Advisors in the Nation. Rich's real estate strategies have been showcased in prominent publications such as The Wall Street Journal, Newsweek, Time, Investor's Business Daily, The Journal of Financial Planning, The Journal of Accountancy, Real Estate Business, REALTOR® Magazine Kiplinger Retirement Newsletter, and other business and finance magazines.

Academically, Rich holds an impressive background. He graduated with distinction from the Personal Financial Planning Program at UC Berkeley, complementing his Bachelor of Arts degree from San Jose State University. Furthermore, he pursued Graduate Studies in Management at Northwestern University J.L. Kellogg Graduate School of Management, solidifying his knowledge and expertise in the field.

Beyond his professional achievements, Rich treasures his enduring relationship with his undergraduate sweetheart, as they have shared a blissful marriage for over three decades. Together, they have raised two daughters and enjoy the companionship of their beloved flat-coated retriever – a “very good dog.”.


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Richard Peck

Richard Peck

Founder, Richard C. Peck Consulting, LLC

Richard “Rick” Peck is an independent philanthropy advisor with Richard C. Peck Consulting, LLC and founder of The Philanthropy Guy, a leading-edge charitable giving resource hub featuring a podcast series, interactive website, learning opportunities, and book.


For the past six years, until March of 2023, Rick led the New Hampshire Charitable Foundation’s philanthropy and donor services team, overseeing all aspects of development, donor engagement and donor services.


Before joining this statewide community foundation, Rick served Dartmouth-Hitchcock Health and the Geisel School of Medicine at Dartmouth College as director of individual giving and gift planning, where he worked with grateful patients and families as well as medical school alumni to achieve their philanthropic goals.  He also served Dartmouth College as an associate director of gift planning, working with alumni of the undergraduate college.


Rick is a Certified Financial Planner®, a Chartered Advisor in Philanthropy® and a Chartered Financial Consultant®.  He holds an MBA from Baker College in Michigan and a BA from the University of Massachusetts.

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Warren Bergstein

Warren Bergstein

Account Executive, Adelman Katz & Mond LLP

More than forty years of practice in tax planning, estate and trust administration and planning, personal financial planning and accounting have given Warren an extraordinarily deep understanding of personal finance. At his New York City firm, Adelman, Katz & Mond LLP, his clients, who include primarily high net worth individuals, entrepreneurs and sole proprietors, benefit from his particular expertise in tax law, its applications and implications for individuals. Warren is an adjunct professor of accounting and taxation at Long Island University, New Jersey City University, and Rutgers Business School. He has spoken at the Institute of Management Accountants, both the New York and Long Island chapters of Financial Planning Association, the New York State Society of CPAs, New York University, and Lorman Educational Services. In addition, he is an accomplished author, and has regularly contributed to publications the experts rely on, like Marshall Loeb's Money Guide, Taxation for Accountants, and The CPA Journal. Warren has been very active in professional organizations, and has frequently been elected as president, board member or committee chair. Warren is a fan of local sports teams.  He also likes to read biographies and books on current events. He and his wife, Susan, live in Langhorne, PA. They have two children, Sam and Robin, and a granddaughter, Reily

More...

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Frequently Asked Questions

This program covers portfolio management, wealth preservation, retirement planning, insurance strategies, long-term care planning, tax-efficient wealth management, estate planning, charitable giving, and legacy planning. It provides practical guidance for professionals involved in comprehensive wealth advisory services.

This program helps professionals strengthen wealth management expertise, improve client advisory capabilities, and apply integrated financial planning strategies across investment, retirement, insurance, tax, and estate planning disciplines. It supports more effective decision-making and comprehensive client service.

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.