CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

Trust, Estate & Financial Planning Continuing Education Webinars

Courses for CFP, EA, Tax Pros, PFS and other Trust, Estate and Financial Professionals

3487+

No. of Hours

3487

CPE Approved

27

No. of courses

5.1k

Enrolled

  • Courses Approved by CFP Board, NASBA, IRS, TSBPA, NYSED, VSCPA, FICPA, ACBWA other regulating bodies.
  • Learn suitable strategies for financial planning with real world examples from the experts of the subject
  • Eligible course for multiple credits
  • Up-to-moment tax related content to stay ahead in your profession
  • Put your learning into your professional practice and win clients
  • Instant CPE Certification
  • Wide variety of topics available for selection.

Upcoming Webinars

$10
Critical Impact of The Secure & Cares Acts On Your Clients Retirement and Estate Plans (Latest 2021)

Critical Impact of The Secure & Cares Acts On Your Clients Retirement and Estate Plans (Latest 2021)

  • Nov 15, 04:00 PM EDT
  • AFSP
  • CPA (US)
  • CVA
  • CFA
  • EA
  • Tax Preparer
Register
  • 4.5 (800)
$20
Tactical and Strategic Roth Conversions after the Secure Act (Latest Update)

Tactical and Strategic Roth Conversions after the Secure Act (Latest Update)

  • Nov 16, 09:30 AM EDT
  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
Register
  • 4.5 (56)
$10
Estate Tax Planning for a Lower Estate Tax Exemption

Estate Tax Planning for a Lower Estate Tax Exemption

  • Nov 17, 04:00 PM EDT
  • AFSP
  • CPA (US)
  • CVA
  • CFA
  • EA
  • Tax Preparer
Register
  • 4.4 (12)
FREE
Traditional and Roth IRA Distribution and Taxation

Traditional and Roth IRA Distribution and Taxation

  • Nov 22, 12:00 PM EDT
  • CPA (US)
  • EA
  • ERPA
$10
Key Estate Planning Considerations

Key Estate Planning Considerations

  • Nov 22, 01:30 PM EDT
  • AFSP
  • CFE
  • CPA (US)
  • CVA
  • CFA
  • EA
Register
  • 4.7 (1.4k)

Self Study Webinars

$20
Fundamentals of Income Taxation of Trusts & Form 1041 Planning: What Every Advisors Needs to Know

Fundamentals of Income Taxation of Trusts & Form 1041 Planning: What Every Advisors Needs to Know

  • AFSP
  • CFP
  • CPA (US)
  • EA
  • Tax Preparer
  • CPA/PFS
Register
  • 4.3 (84)
$10
Elder Care Planning In 2020: The CPA As A Key Figure

Elder Care Planning In 2020: The CPA As A Key Figure

  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
Register
  • 4.8 (4)
$10
New Major Changes To New York’s Medicaid Home Care Program

New Major Changes To New York’s Medicaid Home Care Program

  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
Register
  • 4 (1)
$80
Practical Guide for Understanding Critical Concepts of Trusts and Estates

Practical Guide for Understanding Critical Concepts of Trusts and Estates

  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • CTEC
Register
  • 4 (4)
$20
IRAs and Qualified Retirement Plans

Distributions from IRAs and Qualified Retirement Plans

  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
$10
The Power and Essentials of Estate Planning

The Power and Essentials of Estate Planning

  • AFSP
  • CPA (US)
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP