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Trust, Estate & Financial Planning Continuing Education Webinars

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

5588+

No. of Hours

5587.5

CPE Approved

71

No. of courses

0

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

PREMIUM
Risk Mitigation for the Successor Trustee or War Stories of an Expert Witness

Risk Mitigation for the Successor Trustee or War Stories of an Expert Witness

  • Apr 26, 10:30 AM ET
  • Accountant/Bookkeeper/Tax Professionals
  • CFP® (US)
  • CPA (US)
  • CFA
  • CPA/PFS
  • TEP
Register
  • 5 (1)
FREE
Leaving a Legacy: How to Pass Assets to The Next Generation

Leaving a Legacy: How to Pass Assets to The Next Generation

  • Apr 26, 04:00 PM ET
  • Accountant/Bookkeeper/Tax Professionals
  • CFP® (US)
  • CPA (US)
  • CFA
  • CPA/PFS
  • TEP
Register
  • 4.5 (135)
PREMIUM
Passive Activities & Rental Real Estate Income Tax Issues

Passive Activities & Rental Real Estate Income Tax Issues

  • Apr 29, 10:00 AM ET
  • Accountant/Bookkeeper/Tax Professionals
  • AFSP
  • CRTP
  • CFP® (US)
  • CPA (US)
  • CFA
Register
  • 4.6 (618)

Self Study Webinars

PREMIUM
Understanding the Entities: Planning and Compliance

Understanding the Entities: Planning and Compliance

  • Accountant/Bookkeeper/Tax Professionals
  • AFSP
  • CRTP
  • CPA (US)
  • EA
  • ORTP
Register
  • 4.6 (12)
PREMIUM
Incapacity Planning Guidelines for Financial Professionals

Incapacity Planning Guidelines for Financial Professionals

  • Accountant/Bookkeeper/Tax Professionals
  • CPA (US)
  • CVA
  • CFA
  • CPA/PFS
  • TEP
Register
  • 4.7 (116)
PREMIUM
planned giving CPE Self-Study Course

Don’t Fear The Reaper: Planned Giving Isn’t The Death CONVO

  • Accountant/Bookkeeper/Tax Professionals
  • CPA (US)
  • CPA/PFS
  • TEP
  • CSA
  • CFIRS
Register
  • 4.4 (7)
PREMIUM
Mastering Legal and Financial Planning Strategies

Mastering Legal and Financial Planning Strategies

  • Accountant/Bookkeeper/Tax Professionals
  • AFSP
  • CRTP
  • CGFM
  • CPA (US)
  • CFA
Register
  • 4.6 (17)
PREMIUM
Do Roth Conversions Pay?

Do Roth Conversions Pay?

  • Accountant/Bookkeeper/Tax Professionals
  • AFSP
  • CRTP
  • CPA (US)
  • CVA
  • CFA
Register
  • 3.9 (76)
PREMIUM
Bust The Top 5 Myths Of Planned Giving

Bust The Top 5 Myths Of Planned Giving

  • Accountant/Bookkeeper/Tax Professionals
  • CPA (US)
  • CFA
  • CPA/PFS
  • TEP
  • ChFC
Register
  • 4.2 (15)
PREMIUM
grantor trust or a non-grantor trust

How to Determine If a Trust Is a Grantor Trust or A Non-Grantor Trust

  • Accountant/Bookkeeper/Tax Professionals
  • AFSP
  • CRTP
  • CPA (US)
  • CFA
  • EA
Register
  • 4.5 (72)
PREMIUM
Estate Planning CPE

There Is No Other Hand: My Estate Planning Beliefs and Philosophies

  • Accountant/Bookkeeper/Tax Professionals
  • AFSP
  • CRTP
  • CPA (US)
  • CFA
  • EA
Register
  • 4.2 (78)
PREMIUM
A Method in the Madness: The Fine Art of Designing Estate Planning Tools and Techniques

A Method in the Madness: The Fine Art of Designing Estate Planning Tools and Techniques

  • Accountant/Bookkeeper/Tax Professionals
  • AFSP
  • CRTP
  • CPA (US)
  • CFA
  • EA
Register
  • 4.3 (133)
PREMIUM
Legal And Financial Strategies For Legacy Planning

Legal And Financial Strategies For Legacy Planning

  • AFSP
  • CRTP
  • CPA (US)
  • EA
  • ORTP
  • CLU
Register
  • 4.6 (253)
PREMIUM
Tour of Estate Planning Tools & Techniques-Analyzing and Comparing Tools & Techniques on Specific Criteria

Tour of Estate Planning Tools & Techniques-Analyzing and Comparing Tools & Techniques on Specific Criteria

  • Accountant/Bookkeeper/Tax Professionals
  • AFSP
  • CRTP
  • CPA (US)
  • CFA
  • EA
Register
  • 4.2 (25)
PREMIUM
The Human Side of Estate Planning/Psychology of Estate Planning

The Human Side of Estate Planning/Psychology of Estate Planning

  • Accountant/Bookkeeper/Tax Professionals
  • AFSP
  • CRTP
  • CGFM
  • CPA (US)
  • CFA
Register
  • 4.3 (175)
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