MYCPE ONE

Training in Effective Philanthropy and Donor Strategies

Boost Strategic Philanthropy Advisory Skills

certificate
3960

Enrollments

5/5(2.6K+ Reviews)
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Published on July, 2026
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Multiple

Qualifications 

24.5

Credits

24.5 Hours

Learning Duration

$299

Training Program Access

Overview

What You’ll learn

How can advisors, nonprofit professionals, and charitable organizations build stronger donor relationships while maximizing the impact of philanthropic giving? 

Modern philanthropy extends far beyond fundraising. It involves understanding donor motivations, selecting appropriate charitable giving vehicles, preserving tax benefits, engaging families and corporations, leveraging non-cash assets, navigating evolving tax laws, and creating long-term philanthropic strategies that benefit both donors and charitable organizations. 

The training program, "Training in Effective Philanthropy and Donor Strategies," focuses on practical approaches to charitable planning, donor engagement, and philanthropic advisory services. It covers donor psychology, planned giving, donor-advised funds, community foundations, charitable trusts, family and corporate philanthropy, estate planning, charitable tax rules under OBBBA, non-cash donations, real estate gifting, life insurance strategies, blockchain-based giving, and current trends shaping modern philanthropy. 

By focusing on real-world charitable planning scenarios, this training helps professionals strengthen donor relationships, improve philanthropic planning, navigate evolving tax considerations, and create meaningful giving strategies that deliver lasting impact.

Get Deeper Understanding of:
  • Donor engagement and philanthropic planning strategies
  • Planned giving and charitable giving vehicles
  • Charitable trusts and estate planning techniques
  • OBBBA charitable tax rules and deductions
  • Non-cash, real estate, and digital asset donations
  • Current trends shaping modern philanthropy
Recommended For:
  • This program is designed for CPAs, financial advisors, wealth managers, estate planning professionals, nonprofit professionals, planned giving officers, fundraising professionals, and individuals involved in charitable and philanthropic advisory services.
  • It is particularly relevant for professionals working with charitable planning, donor engagement, estate planning, trusts, nonprofit management, tax-efficient giving strategies, donor-advised funds, and philanthropic wealth planning. Those helping individuals, families, businesses, and charitable organizations develop long-term giving strategies will find this training directly aligned with their responsibilities.
  • It is also suitable for professionals looking to strengthen philanthropic advisory expertise, improve donor relationship strategies, and better understand evolving charitable giving opportunities.
Resources included
  • Handout PDFs for every Module.
  • Glossary/Key Terms for every module.
  • Q&A directly with instructors.

Courses

The Case for Offering Charitable Giving Services: Facts and Overview15 Reasons People Give and How to Customize Your Engagement with ThemShifting Philanthropy: Mastering Donor-Centric StrategiesBust The Top 5 Myths Of Planned GivingMastering Philanthropy: Choosing the Right Giving VehicleCharitable Giving and Donor-Advised FundsCommunity Foundations 101Use of Trusts in Estate and Gift Tax PlanningFamily PhilanthropyCorporate PhilanthropyEstate Planning with Charitable Giving under SECURE 2.0 and OBBBA UpdatesCharitable Giving for Individuals under OBBBA Tax RulesOBBBA Rules for Preserving Charitable Deductions and Avoiding Traps10 Common Charitable Giving Mistakes and How to Avoid ThemNon-Cash Philanthropy: The Power of Untapped ResourcesUnlocking the Power of Real Estate: A Philanthropic JourneyDonating Passion Assets (Tangible Personal Property Donations)Onchain GivingOBBBA Changes Affecting Nonprofit Self-DealingStrategic Philanthropy Unveiled: Two Recent Complex CasesLife Insurance and Charitable GivingCurrent Trends in Charitable Giving
Course Title Time Credits Learning Format
1 Hour
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Estate Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Charitable Giving for Chartered Financial Consultant (ChFC) 1 CE Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Charitable Giving 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 Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Charitable Giving for Financial Services Certified Professional (FSCP) 1 CE Eligible
Charitable Giving for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Charitable Giving for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Financial Planning for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Charitable Giving for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Charitable Giving for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1 CPE Approved
Estate Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Charitable Giving for Chartered Financial Consultant (ChFC) 1 CE Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Charitable Giving 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 Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Charitable Giving for Financial Services Certified Professional (FSCP) 1 CE Eligible
Charitable Giving for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Charitable Giving for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Financial Planning for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Charitable Giving for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Charitable Giving for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
On Demand (video)
  • To explain the significance and benefits of offering charitable giving services within their financial practice.
  • To explain the growing demand for philanthropic conversations and the positive impact on client retention and loyalty.
  • To analyze strategies and techniques to seamlessly integrate charitable giving into their services and strengthen their position in the market.
1 Hour
License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1 CPE Approved
Psychology of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 344655) (Valid upto : Dec 31, 2026) 1 CE Approved
Chartered Financial Analyst (CFA) 1 PL Eligible
Charitable Giving for Chartered Financial Consultant (ChFC) 1 CE Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Charitable Giving for Retirement Income Certified Professional (RICP) 1 CE Eligible
Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE034) (Valid upto : Dec 31, 2026) 1 CE Approved
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE034) (Valid upto : Dec 31, 2026) 1 CE Approved
Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Charitable Giving for Financial Services Certified Professional (FSCP) 1 CE Eligible
Charitable Giving for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Charitable Giving for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Retirement Management Advisor (RMA) (Approval No. 23MYCPE034) (Valid upto : Dec 31, 2026) 1 CE Approved
Financial Planning for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Philanthropic Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Charitable Giving for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1 CPE Approved
Psychology of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 344655) (Valid upto : Dec 31, 2026) 1 CE Approved
Chartered Financial Analyst (CFA) 1 PL Eligible
Charitable Giving for Chartered Financial Consultant (ChFC) 1 CE Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Charitable Giving for Retirement Income Certified Professional (RICP) 1 CE Eligible
Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE034) (Valid upto : Dec 31, 2026) 1 CE Approved
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE034) (Valid upto : Dec 31, 2026) 1 CE Approved
Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Charitable Giving for Financial Services Certified Professional (FSCP) 1 CE Eligible
Charitable Giving for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Charitable Giving for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Retirement Management Advisor (RMA) (Approval No. 23MYCPE034) (Valid upto : Dec 31, 2026) 1 CE Approved
Financial Planning for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Philanthropic Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Charitable Giving for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
On Demand (video)
  • To discuss and delve into the 15 distinct reasons that drive individuals to engage in philanthropic endeavors.
  • To analyze the concept of "giving archetypes" and discover how different donor personalities and motivations influence their giving patterns.
  • To explain and acquire actionable insights into fostering effective communication between nonprofits and donors.
1 Hour
License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1 CPE Approved
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 344761) (Valid upto : Dec 31, 2026) 1 CE Approved
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Charitable Giving for Chartered Financial Consultant (ChFC) 1 CE Eligible
Specialized Knowledge 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
Charitable Giving 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
Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Charitable Giving for Financial Services Certified Professional (FSCP) 1 CE Eligible
Charitable Giving for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Charitable Giving for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Financial Planning for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Philanthropic Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1 CPE Approved
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 344761) (Valid upto : Dec 31, 2026) 1 CE Approved
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Charitable Giving for Chartered Financial Consultant (ChFC) 1 CE Eligible
Specialized Knowledge 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
Charitable Giving 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
Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Charitable Giving for Financial Services Certified Professional (FSCP) 1 CE Eligible
Charitable Giving for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Charitable Giving for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Financial Planning for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Philanthropic Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
On Demand (video)
  • To identify key shifts in fundraising paradigms, transitioning from event-centered to donor-focused strategies.
  • To analyze philanthropic trends, including recurring giving programs and individual donor impact, within the current landscape.
  • To discuss the intricacies of hosting purposeful events, and exploring the nuances of raffles, live auctions, and silent auctions.
1 Hour
License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1 CPE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Alternative Investments for Chartered Financial Analyst (CFA) 1 PL Eligible
Charitable Giving for Chartered Financial Consultant (ChFC) 1 CE Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Certified Wealth Strategist (CWS) 1 CE Eligible
Charitable Giving for Retirement Income Certified Professional (RICP) 1 CE Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Charitable Giving for Financial Services Certified Professional (FSCP) 1 CE Eligible
Charitable Giving for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Charitable Giving for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Alternative Investments for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Charitable Giving for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1 CPE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Alternative Investments for Chartered Financial Analyst (CFA) 1 PL Eligible
Charitable Giving for Chartered Financial Consultant (ChFC) 1 CE Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Certified Wealth Strategist (CWS) 1 CE Eligible
Charitable Giving for Retirement Income Certified Professional (RICP) 1 CE Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Charitable Giving for Financial Services Certified Professional (FSCP) 1 CE Eligible
Charitable Giving for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Charitable Giving for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Alternative Investments for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Charitable Giving for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
On Demand (video)
  • To define Planned Giving
  • To explain how to start Planned Giving program and how to market it
  • To know the top 5 Myths surrounding the Planned Giving program
1 Hour
License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1 CPE Approved
Chartered Financial Analyst (CFA) 1 PL Eligible
Charitable Giving for Chartered Financial Consultant (ChFC) 1 CE Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Charitable Giving for Retirement Income Certified Professional (RICP) 1 CE Eligible
Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE049) (Valid upto : Dec 31, 2026) 1 CE Approved
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE049) (Valid upto : Dec 31, 2026) 1 CE Approved
Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Charitable Giving for Financial Services Certified Professional (FSCP) 1 CE Eligible
Charitable Giving for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Retirement Management Advisor (RMA) (Approval No. 23MYCPE049) (Valid upto : Dec 31, 2026) 1 CE Approved
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Charitable Giving for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Philanthropic Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Financial Planning for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Charitable Giving for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1 CPE Approved
Chartered Financial Analyst (CFA) 1 PL Eligible
Charitable Giving for Chartered Financial Consultant (ChFC) 1 CE Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Charitable Giving for Retirement Income Certified Professional (RICP) 1 CE Eligible
Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE049) (Valid upto : Dec 31, 2026) 1 CE Approved
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE049) (Valid upto : Dec 31, 2026) 1 CE Approved
Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Charitable Giving for Financial Services Certified Professional (FSCP) 1 CE Eligible
Charitable Giving for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Retirement Management Advisor (RMA) (Approval No. 23MYCPE049) (Valid upto : Dec 31, 2026) 1 CE Approved
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Charitable Giving for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Philanthropic Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Financial Planning for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Charitable Giving for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
On Demand (video)
  • To analyze and compare private foundations, commercial donor-advised funds, and community foundation funds.
  • To discuss the factors influencing the choice between Fidelity, Schwab, Vanguard donor-advised funds, community foundations, and family foundations.
  • To explain the optimal giving vehicle based on individual preferences and financial considerations.
1.5 Hours
License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1.5 CPE Approved
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 344664) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Portfolio Management and Wealth Planning for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Charitable Giving for Chartered Financial Consultant (ChFC) 1.5 CE Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Trust and Estate Practitioners (TEP) 1.5 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1.5 CE Eligible
Charitable Giving for Retirement Income Certified Professional (RICP) 1.5 CE Eligible
Finance for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE030) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1.5 CE Eligible
Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE030) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1.5 CE Eligible
Charitable Giving for Financial Services Certified Professional (FSCP) 1.5 CE Eligible
Charitable Giving for Wealth Management Certified Professional (WMCP) 1.5 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Charitable Giving for Chartered Advisor in Senior Living (CASL) 1.5 CE Eligible
Finance for Retirement Management Advisor (RMA) (Approval No. 23MYCPE030) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Portfolio Management and Wealth Planning for Certificate in Investment Performance Measurement (CIPM) 1.5 PL Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
Charitable Giving for Chartered Advisor in Philanthropy (CAP) 1.5 CE Eligible
Charitable Giving for Chartered Special Needs Consultant (ChSNC) 1.5 CE Eligible
License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1.5 CPE Approved
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 344664) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Portfolio Management and Wealth Planning for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Charitable Giving for Chartered Financial Consultant (ChFC) 1.5 CE Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Trust and Estate Practitioners (TEP) 1.5 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1.5 CE Eligible
Charitable Giving for Retirement Income Certified Professional (RICP) 1.5 CE Eligible
Finance for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE030) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1.5 CE Eligible
Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE030) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1.5 CE Eligible
Charitable Giving for Financial Services Certified Professional (FSCP) 1.5 CE Eligible
Charitable Giving for Wealth Management Certified Professional (WMCP) 1.5 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Charitable Giving for Chartered Advisor in Senior Living (CASL) 1.5 CE Eligible
Finance for Retirement Management Advisor (RMA) (Approval No. 23MYCPE030) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Portfolio Management and Wealth Planning for Certificate in Investment Performance Measurement (CIPM) 1.5 PL Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
Charitable Giving for Chartered Advisor in Philanthropy (CAP) 1.5 CE Eligible
Charitable Giving for Chartered Special Needs Consultant (ChSNC) 1.5 CE Eligible
On Demand (video)
  • To recognize how and why people give.
  • To identify different options for charitable giving, including restricted versus unrestricted gifts and current-use versus endowed gifts.
  • To analyze what a donor-advised fund is and the best way to use this tax-advantaged vehicle.
1 Hour
License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1 CPE Approved
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 344665) (Valid upto : Dec 31, 2026) 1 CE Approved
Alternative Investments for Chartered Financial Analyst (CFA) 1 PL Eligible
Charitable Giving for Chartered Financial Consultant (ChFC) 1 CE Eligible
Specialized Knowledge 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
Charitable Giving for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Estate Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Charitable Giving for Financial Services Certified Professional (FSCP) 1 CE Eligible
Charitable Giving for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Charitable Giving for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Alternative Investments for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Philanthropic Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Charitable Giving for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1 CPE Approved
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 344665) (Valid upto : Dec 31, 2026) 1 CE Approved
Alternative Investments for Chartered Financial Analyst (CFA) 1 PL Eligible
Charitable Giving for Chartered Financial Consultant (ChFC) 1 CE Eligible
Specialized Knowledge 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
Charitable Giving for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Estate Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Charitable Giving for Financial Services Certified Professional (FSCP) 1 CE Eligible
Charitable Giving for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Charitable Giving for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Alternative Investments for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Philanthropic Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Charitable Giving for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
On Demand (video)
  • To explain community foundations' core functions and significance in supporting local communities and driving positive change.
  • To identify the various types of assets that many community foundations can accept, ranging from cash and stocks to real estate and other forms of contributions.
  • To discuss the six types of funds available to donors and nonprofits when contributing to community foundations, including donor-advised and designated funds.
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-03042-26-S) 1 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-03042-26-S) 1 CE Approved
Estate Planning for Certified Financial Planner (CFP-US) (Approval No. 347060) (Valid upto : Dec 31, 2026) 1 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02523) 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-03042-26-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-03042-26-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 Law Update for LTC (Approval No. GEHNZ-U-03042-26-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
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 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 Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-03042-26-S) 1 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-03042-26-S) 1 CE Approved
Estate Planning for Certified Financial Planner (CFP-US) (Approval No. 347060) (Valid upto : Dec 31, 2026) 1 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02523) 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-03042-26-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-03042-26-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 Law Update for LTC (Approval No. GEHNZ-U-03042-26-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
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 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)
  • Define trusts per treasury regulations and trustee asset ownership.
  • Identify trust parties, types, and tax/non-tax advantages.
  • Differentiate revocable, irrevocable, and grantor-type trusts.
1 Hour
License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1 CPE Approved
Chartered Financial Analyst (CFA) 1 PL Eligible
Charitable Giving for Chartered Financial Consultant (ChFC) 1 CE Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE039) (Valid upto : Dec 31, 2026) 1 CE Approved
Charitable Giving for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE039) (Valid upto : Dec 31, 2026) 1 CE Approved
Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Charitable Giving for Financial Services Certified Professional (FSCP) 1 CE Eligible
Charitable Giving for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Charitable Giving for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Retirement Management Advisor (RMA) (Approval No. 23MYCPE039) (Valid upto : Dec 31, 2026) 1 CE Approved
Financial Planning for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Philanthropic Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Charitable Giving for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1 CPE Approved
Chartered Financial Analyst (CFA) 1 PL Eligible
Charitable Giving for Chartered Financial Consultant (ChFC) 1 CE Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE039) (Valid upto : Dec 31, 2026) 1 CE Approved
Charitable Giving for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE039) (Valid upto : Dec 31, 2026) 1 CE Approved
Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Charitable Giving for Financial Services Certified Professional (FSCP) 1 CE Eligible
Charitable Giving for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Charitable Giving for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Retirement Management Advisor (RMA) (Approval No. 23MYCPE039) (Valid upto : Dec 31, 2026) 1 CE Approved
Financial Planning for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Philanthropic Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Charitable Giving for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
On Demand (video)
  • To gain the skills to identify and articulate your family's unique identity, values, and areas of focus.
  • To identify strategies to engage with generational shifts in values, priorities, and charitable interests, fostering a sense of continuity while embracing change.
  • To explore successful approaches to charitable giving, and discover effective communication strategies.
1.5 Hours
License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Chartered Professional Accountant in Canada 1.5 CPD Eligible
Portfolio Management and Wealth Planning for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Charitable Giving for Chartered Financial Consultant (ChFC) 1.5 CE Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Trust and Estate Practitioners (TEP) 1.5 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1.5 CE Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Charitable Giving for Retirement Income Certified Professional (RICP) 1.5 CE Eligible
Finance for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE032) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1.5 CE Eligible
Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE032) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Charitable Giving for Financial Services Certified Professional (FSCP) 1.5 CE Eligible
Charitable Giving for Wealth Management Certified Professional (WMCP) 1.5 CE Eligible
Finance for Retirement Management Advisor (RMA) (Approval No. 23MYCPE032) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Charitable Giving for Chartered Advisor in Senior Living (CASL) 1.5 CE Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
Philanthropic Planning for Chartered Advisor in Philanthropy (CAP) 1.5 CE Eligible
Portfolio Management and Wealth Planning for Certificate in Investment Performance Measurement (CIPM) 1.5 PL Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
Charitable Giving for Chartered Special Needs Consultant (ChSNC) 1.5 CE Eligible
CPA - Ireland 1.5 CPD Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Chartered Professional Accountant in Canada 1.5 CPD Eligible
Portfolio Management and Wealth Planning for Chartered Financial Analyst (CFA) 1.5 PL Eligible
Charitable Giving for Chartered Financial Consultant (ChFC) 1.5 CE Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Trust and Estate Practitioners (TEP) 1.5 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1.5 CE Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Charitable Giving for Retirement Income Certified Professional (RICP) 1.5 CE Eligible
Finance for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE032) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1.5 CE Eligible
Finance for Certified Private Wealth Advisor (CPWA) (Approval No. 23MYCPE032) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Charitable Giving for Financial Services Certified Professional (FSCP) 1.5 CE Eligible
Charitable Giving for Wealth Management Certified Professional (WMCP) 1.5 CE Eligible
Finance for Retirement Management Advisor (RMA) (Approval No. 23MYCPE032) (Valid upto : Dec 31, 2026) 1.5 CE Approved
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Charitable Giving for Chartered Advisor in Senior Living (CASL) 1.5 CE Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
Philanthropic Planning for Chartered Advisor in Philanthropy (CAP) 1.5 CE Eligible
Portfolio Management and Wealth Planning for Certificate in Investment Performance Measurement (CIPM) 1.5 PL Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
Charitable Giving for Chartered Special Needs Consultant (ChSNC) 1.5 CE Eligible
CPA - Ireland 1.5 CPD Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
On Demand (video)
  • To explore how purpose-driven branding goes deeper than just financial success.
  • To examine inspiring case studies of business leaders who have driven change by championing social and environmental causes.
  • Differentiate between corporate philanthropy, cause marketing, and their strategic applications.
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.
  • Analyze client motivations behind philanthropic decisions.
2.5 Hours
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2.5 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-02815-25-S) 2 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-02815-25-S) 2 CE Approved
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 344666) (Valid upto : Dec 31, 2026) 2.5 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02301) 2 CE Approved
Taxes for Personal Financial Specialist (PFS) 2.5 CPD Eligible
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-02815-25-S) 2 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 2.5 CE Eligible
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-02815-25-S) 2 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2.5 CPE Approved
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-02815-25-S) 2 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 2.5 CE Eligible
Taxes for Certified Investment Management Analyst (CIMA) (Approval No. 25MYCPE015) (Valid upto : Dec 31, 2026) 2.5 CE Approved
Taxes for Certified Private Wealth Advisor (CPWA) (Approval No. 25MYCPE015) (Valid upto : Dec 31, 2026) 2.5 CE Approved
Taxes for Chartered Life Underwriter (CLU) 2.5 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 2.5 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 2.5 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 2.5 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2.5 CPE Approved
Taxes for Retirement Management Advisor (RMA) (Approval No. 25MYCPE015) (Valid upto : Dec 31, 2026) 2.5 CE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 2.5 CPE Approved
Taxes for Chartered Advisor in Philanthropy (CAP) 2.5 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 2.5 CE Eligible
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 2.5 CPE Approved
Federal Tax Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-02815-25-S) 2 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-02815-25-S) 2 CE Approved
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 344666) (Valid upto : Dec 31, 2026) 2.5 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02301) 2 CE Approved
Taxes for Personal Financial Specialist (PFS) 2.5 CPD Eligible
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-02815-25-S) 2 CE Approved
Taxes for Chartered Financial Consultant (ChFC) 2.5 CE Eligible
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-02815-25-S) 2 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 2.5 CPE Approved
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-02815-25-S) 2 CE Approved
Taxes for Retirement Income Certified Professional (RICP) 2.5 CE Eligible
Taxes for Certified Investment Management Analyst (CIMA) (Approval No. 25MYCPE015) (Valid upto : Dec 31, 2026) 2.5 CE Approved
Taxes for Certified Private Wealth Advisor (CPWA) (Approval No. 25MYCPE015) (Valid upto : Dec 31, 2026) 2.5 CE Approved
Taxes for Chartered Life Underwriter (CLU) 2.5 CE Eligible
Taxes for Financial Services Certified Professional (FSCP) 2.5 CE Eligible
Taxes for Wealth Management Certified Professional (WMCP) 2.5 CE Eligible
Taxes for Chartered Advisor in Senior Living (CASL) 2.5 CE Eligible
Taxes for Iowa Licensed Public Accountant (IA-LPA) 2.5 CPE Approved
Taxes for Retirement Management Advisor (RMA) (Approval No. 25MYCPE015) (Valid upto : Dec 31, 2026) 2.5 CE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 2.5 CPE Approved
Taxes for Chartered Advisor in Philanthropy (CAP) 2.5 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 2.5 CE Eligible
On Demand (video)
  • Identify fundamental charitable gift types and qualifying recipient organizations.
  • Explain IRS rules on timing, valuation, and substantiation of contributions.
  • Analyze income tax deductions under AGI limits and OBBBA provisions.
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-02704-25-S) 1 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-02704-25-S) 1 CE Approved
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 344737) (Valid upto : Dec 31, 2026) 1 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02191) 1 CE Approved
Taxes for Personal Financial Specialist (PFS) 1 CPD Eligible
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-02704-25-S) 1 CE Approved
Taxation for Chartered Financial Consultant (ChFC) 1 CE Eligible
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-02704-25-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-02704-25-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
Charitable Giving 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 Law Update for Enrolled Agents (EA) (Approval No. GEHNZ-U-02704-25-S) 1 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-02704-25-S) 1 CE Approved
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 344737) (Valid upto : Dec 31, 2026) 1 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02191) 1 CE Approved
Taxes for Personal Financial Specialist (PFS) 1 CPD Eligible
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-02704-25-S) 1 CE Approved
Taxation for Chartered Financial Consultant (ChFC) 1 CE Eligible
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-02704-25-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-02704-25-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
Charitable Giving for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Taxes for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
On Demand (video)
  • Explain what needs to be included in written acknowledgments.
  • Determine whether an acknowledgment is contemporaneous.
  • Identify records needed to prove the number of contributions.
1 Hour
License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1 CPE Approved
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 335570) (Valid upto : Dec 31, 2025) 1 CE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Charitable Giving for Chartered Financial Consultant (ChFC) 1 CE Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Charitable Giving 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
Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Charitable Giving for Financial Services Certified Professional (FSCP) 1 CE Eligible
Charitable Giving for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Charitable Giving for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Financial Planning for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Finance for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Charitable Giving for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1 CPE Approved
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 335570) (Valid upto : Dec 31, 2025) 1 CE Approved
Personal Financial Planning for Personal Financial Specialist (PFS) 1 CPD Eligible
Finance for Chartered Financial Analyst (CFA) 1 PL Eligible
Charitable Giving for Chartered Financial Consultant (ChFC) 1 CE Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Charitable Giving 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
Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Charitable Giving for Financial Services Certified Professional (FSCP) 1 CE Eligible
Charitable Giving for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Charitable Giving for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Financial Planning for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Finance for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Charitable Giving for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
On Demand (video)
  • Identify and discuss ten common mistakes in charitable giving by donors or their advisors.
  • Examine key considerations for disposing of non-cash assets in charitable gifts.
  • Explore the complexities and strategies for timing charitable donations, especially during business or asset sales.
1 Hour
License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1 CPE Approved
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 344688) (Valid upto : Dec 31, 2026) 1 CE Approved
Alternative Investments for Chartered Financial Analyst (CFA) 1 PL Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Specialized Knowledge 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
Financial Planning 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
Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Alternative Investments for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Philanthropic Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1 CPE Approved
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 344688) (Valid upto : Dec 31, 2026) 1 CE Approved
Alternative Investments for Chartered Financial Analyst (CFA) 1 PL Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 1 CE Eligible
Specialized Knowledge 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
Financial Planning 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
Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 1 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Alternative Investments for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Philanthropic Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
On Demand (video)
  • To explore diverse avenues of non-cash assets for charitable giving.
  • To discuss the implications of donating closely held stocks, tangible personal property, and real estate.
  • To explain and overcome common misconceptions and fears associated with non-cash giving.
1 Hour
License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1 CPE Approved
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 344772) (Valid upto : Dec 31, 2026) 1 CE Approved
Alternative Investments for Chartered Financial Analyst (CFA) 1 PL Eligible
Charitable Giving for Chartered Financial Consultant (ChFC) 1 CE Eligible
Specialized Knowledge 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
Charitable Giving 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 Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Charitable Giving for Financial Services Certified Professional (FSCP) 1 CE Eligible
Charitable Giving for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Charitable Giving for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Alternative Investments for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Philanthropic Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Charitable Giving for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1 CPE Approved
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 344772) (Valid upto : Dec 31, 2026) 1 CE Approved
Alternative Investments for Chartered Financial Analyst (CFA) 1 PL Eligible
Charitable Giving for Chartered Financial Consultant (ChFC) 1 CE Eligible
Specialized Knowledge 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
Charitable Giving 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 Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Charitable Giving for Financial Services Certified Professional (FSCP) 1 CE Eligible
Charitable Giving for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Charitable Giving for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Alternative Investments for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Philanthropic Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Charitable Giving for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
On Demand (video)
  • To explain the different methods of donating raw land, commercial properties, and residential real estate.
  • To analyze and navigate the legal complexities and requirements associated with real estate donations.
  • To explain the impact of real estate philanthropy and how it can benefit both donors and charitable causes.
1 Hour
License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1 CPE Approved
Portfolio Management and Wealth Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Charitable Giving for Chartered Financial Consultant (ChFC) 1 CE Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Charitable Giving for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Estate Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Charitable Giving for Financial Services Certified Professional (FSCP) 1 CE Eligible
Charitable Giving for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Charitable Giving for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Portfolio Management and Wealth Planning for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Philanthropic Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Charitable Giving for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1 CPE Approved
Portfolio Management and Wealth Planning for Chartered Financial Analyst (CFA) 1 PL Eligible
Charitable Giving for Chartered Financial Consultant (ChFC) 1 CE Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Charitable Giving for Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Estate Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Charitable Giving for Financial Services Certified Professional (FSCP) 1 CE Eligible
Charitable Giving for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Charitable Giving for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Portfolio Management and Wealth Planning for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Philanthropic Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Charitable Giving for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
On Demand (video)
  • To explore the diverse range of passion assets, such as artwork, jewelry, antiques, collectibles, and sports memorabilia.
  • To identify different methods of disposing of passion assets, including gifting to friends and family, and selling to strangers.
  • To know how to develop personalized disposal strategies.
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-02019-24-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02019-24-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01606) 1 CE Approved
Personal Financial Specialist (PFS) 1 CPD Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02019-24-S) 1 CE Approved
Chartered Financial Consultant (ChFC) 1 CE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02019-24-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-02019-24-S) 1 CE Approved
Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Services Certified Professional (FSCP) 1 CE Eligible
Wealth Management Certified Professional (WMCP) 1 CE Eligible
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
Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
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-02019-24-S) 1 CE Approved
Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02019-24-S) 1 CE Approved
Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-01606) 1 CE Approved
Personal Financial Specialist (PFS) 1 CPD Eligible
Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02019-24-S) 1 CE Approved
Chartered Financial Consultant (ChFC) 1 CE Eligible
Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02019-24-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-02019-24-S) 1 CE Approved
Retirement Income Certified Professional (RICP) 1 CE Eligible
Financial Services Certified Professional (FSCP) 1 CE Eligible
Wealth Management Certified Professional (WMCP) 1 CE Eligible
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
Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
On Demand (video)
  • Review the setup and management of DAFs in charities for effective client advice.
  • Handle complex asset donations via DAFs, emphasizing tax advantages.
  • Recognize DAF growth trends amid rising crypto investors for client advising.
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-02695-25-S) 1 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-02695-25-S) 1 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02182) 1 CE Approved
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-02695-25-S) 1 CE Approved
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-02695-25-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-02695-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
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-02695-25-S) 1 CE Approved
Federal Tax Law Update for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-U-02695-25-S) 1 CE Approved
Federal Tax Law Update for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-02182) 1 CE Approved
Federal Tax Law Update for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-U-02695-25-S) 1 CE Approved
Federal Tax Law Update for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-U-02695-25-S) 1 CE Approved
Taxes for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Federal Tax Law Update for LTC (Approval No. GEHNZ-U-02695-25-S) 1 CE Approved
Taxes for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Taxes for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
On Demand (video)
  • Identify whether an organization qualifies as a private foundation or public charity.
  • Explain key elements of self-dealing transactions under federal excise tax laws.
  • Differentiate the three tiers of self-dealing taxes and their applications.
1 Hour
License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1 CPE Approved
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 332286) (Valid upto : Dec 31, 2025) 1 CE Approved
Chartered Financial Analyst (CFA) 1 PL Eligible
Charitable Giving for Chartered Financial Consultant (ChFC) 1 CE Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Finance for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE047) (Valid upto : Dec 31, 2025) 1 CE Approved
Charitable Giving 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. 23MYCPE047) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Charitable Giving for Financial Services Certified Professional (FSCP) 1 CE Eligible
Charitable Giving for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Charitable Giving for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for Retirement Management Advisor (RMA) (Approval No. 23MYCPE047) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Philanthropic Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Charitable Giving for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1 CPE Approved
General Principles of Financial Planning for Certified Financial Planner (CFP-US) (Approval No. 332286) (Valid upto : Dec 31, 2025) 1 CE Approved
Chartered Financial Analyst (CFA) 1 PL Eligible
Charitable Giving for Chartered Financial Consultant (ChFC) 1 CE Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Finance for Certified Investment Management Analyst (CIMA) (Approval No. 23MYCPE047) (Valid upto : Dec 31, 2025) 1 CE Approved
Charitable Giving 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. 23MYCPE047) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Charitable Giving for Financial Services Certified Professional (FSCP) 1 CE Eligible
Charitable Giving for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Charitable Giving for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Finance for Retirement Management Advisor (RMA) (Approval No. 23MYCPE047) (Valid upto : Dec 31, 2025) 1 CE Approved
Financial Planning for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Philanthropic Planning for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Charitable Giving for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
On Demand (video)
  • To analyze the complexities of two recent charitable giving cases.
  • To discuss the evolving landscape of charitable donations and philanthropic strategies.
  • To identify the critical roles of CPAs, wealth advisors, trusts & estates attorneys, and clients in structuring complex donations.
1 Hour
License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1 CPE Approved
Retirement Savings and Income Planning for Certified Financial Planner (CFP-US) (Approval No. 344685) (Valid upto : Dec 31, 2026) 1 CE Approved
Alternative Investments for Chartered Financial Analyst (CFA) 1 PL Eligible
Charitable Giving for Chartered Financial Consultant (ChFC) 1 CE Eligible
Specialized Knowledge 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
Charitable Giving 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
Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Charitable Giving for Financial Services Certified Professional (FSCP) 1 CE Eligible
Charitable Giving for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Charitable Giving for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Financial Planning for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Charitable Giving for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Charitable Giving for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1 CPE Approved
Retirement Savings and Income Planning for Certified Financial Planner (CFP-US) (Approval No. 344685) (Valid upto : Dec 31, 2026) 1 CE Approved
Alternative Investments for Chartered Financial Analyst (CFA) 1 PL Eligible
Charitable Giving for Chartered Financial Consultant (ChFC) 1 CE Eligible
Specialized Knowledge 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
Charitable Giving 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
Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Charitable Giving for Financial Services Certified Professional (FSCP) 1 CE Eligible
Charitable Giving for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Charitable Giving for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Financial Planning for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Charitable Giving for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Charitable Giving for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
On Demand (video)
  • To analyze the transformative potential of life insurance for charitable giving and family planning.
  • To discuss tax-efficient strategies to maximize the impact of life insurance.
  • To explain how to align life insurance with financial objectives for both security and philanthropy.
1 Hour
License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1 CPE Approved
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 344668) (Valid upto : Dec 31, 2026) 1 CE Approved
Alternative Investments for Chartered Financial Analyst (CFA) 1 PL Eligible
Charitable Giving for Chartered Financial Consultant (ChFC) 1 CE Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Charitable Giving 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
Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Charitable Giving for Financial Services Certified Professional (FSCP) 1 CE Eligible
Charitable Giving for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Charitable Giving for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Alternative Investments for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Charitable Giving for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Charitable Giving for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
License details Credits Status
Specialized Knowledge for Certified Public Accountants (CPA-US) 1 CPE Approved
Tax Planning for Certified Financial Planner (CFP-US) (Approval No. 344668) (Valid upto : Dec 31, 2026) 1 CE Approved
Alternative Investments for Chartered Financial Analyst (CFA) 1 PL Eligible
Charitable Giving for Chartered Financial Consultant (ChFC) 1 CE Eligible
Specialized Knowledge for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Trust and Estate Practitioners (TEP) 1 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 1 CE Eligible
Charitable Giving 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
Financial Planning for Certified Plan Fiduciary Advisor (CPFA)/Qualified Plan Financial Consultant (QPFC) 1 CE Eligible
Charitable Giving for Financial Services Certified Professional (FSCP) 1 CE Eligible
Charitable Giving for Wealth Management Certified Professional (WMCP) 1 CE Eligible
Charitable Giving for Chartered Advisor in Senior Living (CASL) 1 CE Eligible
Specialized Knowledge for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Alternative Investments for Certificate in Investment Performance Measurement (CIPM) 1 PL Eligible
Specialized Knowledge for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Charitable Giving for Chartered Advisor in Philanthropy (CAP) 1 CE Eligible
Charitable Giving for Chartered Special Needs Consultant (ChSNC) 1 CE Eligible
On Demand (video)
  • Discuss key forces influencing today’s charitable giving landscape. 
  • Identify shifts in donor behavior and motivations.  
  • Analyze the impact of public policy on giving patterns.  

* 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

CryptoCFOs

CryptoCFOs .

Meta Advisors

CryptoCFOs is the premier community dedicated to professionals in the Web3 finance sector, including accountants, tax professionals, CFOs, CPAs, bookkeepers, auditors, attorneys, enrolled agents, business students, Web3 executives, and investors.

Our mission is clear: to demystify the complexities of crypto taxation and accounting. We offer expert guidance to simplify crypto tax and accounting, providing members with exclusive access to valuable resources, educational content, networking opportunities, and the latest insights into crypto, NFTs, Web3, and blockchain.

Through NASBA-approved CPE courses, on-demand video tutorials, live expert discussions, and a rich library of resources, we empower our community with the knowledge and tools needed to navigate the dynamic landscape of digital assets confidently.

We are proud to foster an environment that celebrates choice and collaboration. Embracing a diverse ecosystem of partners allows our community members to explore a variety of tools and resources, ensuring they find the best fit for their unique needs.

Our goal is to empower you with options, not limitations, enhancing your journey in the Web3 finance landscape. In this pivotal moment for Web3 finance, the opportunity for tax and accounting professionals is unparalleled.

With a rapidly expanding market, the increasing acceptance and adoption of cryptocurrencies, and the evolving regulatory landscape, the need for specialized knowledge in crypto tax preparation and accounting has never been greater.

At CryptoCFOs, we equip our members to capitalize on these trends, offering a platform that encourages learning, exploration, as well as the support and perspective of professionals on a global level.

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Daniel Johnson

Daniel Johnson

Principles Financial Consulting, LLC

Dan is an experienced financial professional based in Chicago, IL. He currently serves as an internal consultant and advanced planning advisor for a large nationwide registered investment advisory firm, where he provides specialized consulting services for advisors with complex client cases and practice management issues. He also develops and delivers internal training for advisors across the firm. 

 

In addition to his consulting role, Dan is the founder of Principles Financial Consulting, LLC, offering specialized consulting to private advisors and developing educational webinars and content for financial education providers. He is also a part-time instructor at UCLA Extension, teaching courses in tax and financial planning to professionals pursuing CPA, IRS EA, and CFP certifications. 

 

Previously, Dan was the Director of Training and Development at Cerity Partners, a nationwide RIA with approximately $120B in AUM. There he managed the firm's internal training program and ensured consistent standards for training and client deliverables across regional offices. Prior to that, he served as Program Director at the College for Financial Planning, creating and directing the SE-AWMA graduate program which generated $500K+ in revenue with a 90%+ graduation rate and attracted major corporate clients including US Bank, Bank of America, Vanguard, Charles Schwab, LPL Financial, Merrill Lynch, and Wells Fargo.  

 

At Kaplan Professional, Dan developed online training, CE webinars, and educational materials for financial professionals seeking to obtain or maintain federal and state licenses, certifications and designations, including FINRA registered reps, state insurance agents, and NASBA CPAs/EAs. 

 

Dan began his career as a financial advisor in the Twin Cities, providing guidance to a diverse clientele of individuals, families, business owners and executives nationwide. 

 

He holds an undergraduate degree from the University of Minnesota Duluth, graduate degrees from the College for Financial Planning and Warwick University, and professional designations including CFP®, IRS Enrolled Agent, and Accredited Estate Planner (AEP).

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Stay Ahead with Expert CE Courses by Louis Michelson

Louis Michelson

President, Louis E Michelson, A Professional Corporation

Louis E. Michelson specializes in income tax planning, charitable giving, and taxation for individuals, corporations, and nonprofits. He advises charities, foundations, and other organizations on formation, governance, joint ventures, and planned giving. With strong experience in business and estate tax planning, Louis has earned leadership roles in prominent bar associations and is trusted for his expertise.


Educated at the University of Chicago, DePaul University, and UCLA School of Law, he is admitted to practice before the U.S. Tax Court and U.S. District Court. Louis lectures on nonprofit tax issues and actively participates in legal publications and professional organizations.

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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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Tony Martignetti

Tony Martignetti

Consultant, Planned Giving Accelerator

Tony Martignetti is the evangelist for Planned Giving. He’s been starting and growing Planned Giving programs since 1997. A former attorney, he’s now launched Planned Giving Accelerator, a membership community to create 1,000+ new Planned Giving programs in the U.S. It’s at PlannedGivingAccelerator.com.

In the Air Force, during the Reagan years, Tony controlled the keys to 10 nuclear missiles.  Off duty, the keys started his Toyota.

 

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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

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Frequently Asked Questions

This program covers donor engagement, planned giving, charitable giving vehicles, donor-advised funds, community foundations, charitable trusts, family and corporate philanthropy, estate planning, OBBBA charitable tax updates, non-cash donations, life insurance strategies, digital philanthropy, and emerging trends in charitable giving.

This program helps professionals strengthen philanthropic advisory skills, improve donor engagement strategies, navigate charitable tax planning opportunities, and develop more effective long-term giving solutions for individuals, families, businesses, and nonprofit organizations. It provides practical insights that can be applied to charitable planning, donor relationships, and philanthropic advisory services.

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.

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