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

No records available

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
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)
$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)
$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