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CE Courses for Trust, Estate & Financial Planning (TEP)

  • Online CPE/ CE Live Webinars & Self-Study Courses for CPA (US), EA, PFS, Tax Preparers, TEP, AFSP, CTEC, CSA Professionals to meet their CE Requirements

  • Put your learning into your professional practice and plan your client's financial future with our continuing education courses on estate planning.

No. of Speakers

30+

No of Hours

1000+

No of Reviews

25K

Course Available

100+

A Trustee’s Duty of Care Under the UPIA or…How to Avoid Being a Knucklehead
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A Trustee’s Duty of Care Under the UPIA or…How to Avoid Being a Knucklehead
  • CPA (US)
  • CPA/PFS
  • CFA
  • ChFC
  • CSA
  • TEP
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  • 5
  • rating
  • rating
  • rating
  • rating
  • rating
Financial and Estate Planning: Tools and Techniques
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Financial and Estate Planning: Tools and Techniques
  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • CPA/PFS
  • ChFC
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  • 4.4
  • rating
  • rating
  • rating
  • rating
  • rating
The Role of Estate and Gift Tax in Financial Planning
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The Role of Estate and Gift Tax in Financial Planning
  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • CPA/PFS
  • CFA
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  • 4.4
  • rating
  • rating
  • rating
  • rating
  • rating
Risk Mitigation for the Successor Trustee or War Stories of an Expert Witness
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Risk Mitigation for the Successor Trustee or War Stories of an Expert Witness
  • CPA (US)
  • CFP® (US)
  • CPA/PFS
  • CFA
  • ChFC
  • CSA
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  • 5
  • rating
  • rating
  • rating
  • rating
  • rating
How Much Is Too Much to Pay a Trustee or How to Avoid Being a Knucklehead
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How Much Is Too Much to Pay a Trustee or How to Avoid Being a Knucklehead
  • CPA (US)
  • CPA/PFS
  • CFA
  • ChFC
  • CSA
  • TEP
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  • 4.8
  • rating
  • rating
  • rating
  • rating
  • rating
Transfer Taxes for American Nondomiciliary
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Transfer Taxes for American Nondomiciliary
  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • CPA/PFS
  • CFA
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  • 4.9
  • rating
  • rating
  • rating
  • rating
  • rating
Exploring Decedent Estates and the Final 1040
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Exploring Decedent Estates and the Final 1040
  • CPA (US)
  • EA
  • AFSP
  • CFP® (US)
  • CRTP
  • CPA/PFS
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  • 4.7
  • rating
  • rating
  • rating
  • rating
  • rating
Retire Right: Mastering the Art of Holistic Financial Planning
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Retire Right: Mastering the Art of Holistic Financial Planning
  • CPA (US)
  • CFP® (US)
  • CPA/PFS
  • CFA
  • ChFC
  • CSA
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  • 4.8
  • rating
  • rating
  • rating
  • rating
  • rating
Employee Ownership Trusts
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Employee Ownership Trusts
  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • CPA/PFS
  • CFA
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  • 4.6
  • rating
  • rating
  • rating
  • rating
  • rating
Traditional and Roth IRA Distribution, Taxation and Withholding
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Traditional and Roth IRA Distribution, Taxation and Withholding
  • CPA (US)
  • EA
  • AFSP
  • CFP® (US)
  • CRTP
  • CPA/PFS
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  • 4.8
  • rating
  • rating
  • rating
  • rating
  • rating
The Power and Essentials of Estate Planning
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The Power and Essentials of Estate Planning
  • CPA (US)
  • EA
  • AFSP
  • CRTP
  • CPA/PFS
  • CFA
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  • 4.7
  • rating
  • rating
  • rating
  • rating
  • rating
Ten Common Charitable Giving Mistakes Made by Donors or Their Advisors … and How to Avoid Them
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Ten Common Charitable Giving Mistakes Made by Donors or Their Advisors … and How to Avoid Them
  • CPA (US)
  • CFP® (US)
  • CFA
  • ChFC
  • CSA
  • TEP
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  • 4.5
  • rating
  • rating
  • rating
  • rating
  • rating

MY-CPE Unlimited Access

With MY-CPE Unlimited Access annual subscription, you get an access to all continuing educational and professional development courses of eligible content for CPA (US), CPA (CA), EA, Tax Pros, CIA, CMA, CFE CFP® (US), CISA, CVA, SHRM, HRCI, FPC, CPP, FP&A, CTP, CFA, ACCA, and 100+ other qualifications.

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  • 13,000+ Hrs of Diversified Content Access
  • 100+ Qualifications (View)
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  • Combo Packages (1000+ Hrs | View)
  • On Demand Videos (3000+ Hrs)
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  • 75+ Advanced Certification Programs
  • MY-CPE Shorts (10-15 min Trending Video)
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