Self-Study Continuing Education Courses for Financial Professionals:
Resources

(Scroll down for our policies and sponsor/provider information.)

Downloadable Price Lists
Course Price List. (lists all courses, credits, and prices).
NAPFA Subject Areas.  (lists all courses with suggested credit allocations by subject area).

Note: Order three or more courses, and get an 18% discount off the total!
Order online or call 800-588-7039.

Registered Tax Return Preparer Information
Begginning in 2012, Beacon Hill courses will qualify for Registered Tax Return Preparer CPE credit. 
Registered Tax Return Preparer renewal information
IRS rules regarding RTRPs:

Recommended Reading/Resources

Financial Illiteracy in America: Its Causes, Impact & Solutions by Eric Weiss, CFP^®

From the author: "The failure to teach personal finance in most public high schools has resulted in financially illiterate young adults, which for many is then carried over to adulthood. The upshot is that broad segments of the U.S. adult population are financially illiterate - posing a serious peril to the economy. 'Financial Illiteracy in America' outlines what young people need to know to get a head start in putting their lives on a sound financial footing and presents a curriculum for teaching personal finance to high school students."

Online Exam Grading
Use the Beacon Hill e-Exam^TM interactive answer sheet for immediate grading and certificate.
Once you have purchased a course, take your exam using the free e-Exam^TM interactive exam answer sheet. Open the e-Exam^TM answer sheet, by course number, from the list below. 

Having a problem with your e-Exam^TM answer sheet? Go to Troubleshooting.

#1001 CFP Board Ethics e-Exam Form  

#Corp-1001WT CFP Board Ethics e-Exam Form  

#98 CFP Board Code of Ethics and Practice Standards (expires 1/31/12) e-Exam Form  

#8981 CFP Board Code of Ethics and Practice Standards e-Exam Form  (version that also carries CPA credit)

#8981WT e-Exam Form  (version that also carries CPA credit)

#539 Ethics For Accountants - OHIO Prof. Stds. and Resp. e-Exam Form 

#1117 Planning for Retirement Benefits e-Exam Form 

#1908 Social Security, Medicare, and Government Benefits e-Exam Form 

#1921 Asset Allocation: Balancing Financial Risk e-Exam Form 

#1931 What Advisors Should Know About Technical Analysis e-Exam Form 

#1936 What You Should Know: Psychology of Investing e-Exam Form 

#1939 What Advisors Should Know About Identity Theft e-Exam Form 

#1940 Conserving Portfolios During Retirement e-Exam Form 

#1941 Life Planning: The Kinder Method™  e-Exam  Form

#1942 Private Wealth Management e-Exam Form

#1943 What Advisors Should Know About Divorce e-Exam Form

#1953 Small Business Tax Planning e-Exam  Form

#2105 Paul Winn's  IRA Update e-Exam Form

#2109 Health Care Reform e-Exam Form 

#2901 Paul Winn's Annuities Update e-Exam Form

#2902 Paul Winn's Disability Insurance Update e-Exam Form

#2903 Paul Winn's Estate Tax Update e-Exam Form

#2904 Paul Winn's Life Insurance Update e-Exam Form

#2908 Paul Winn's Long-Term Care Update e-Exam Form

#2951 Advisor's Guide to Buying and Selling a Business e-Exam Form

#2953 Advisor's Guide to Planning for the Baby Boomer Client e-Exam Form

#2958 Advisor's Guide to Investment Planning e-Exam Form

#2975 What Advisors Should Know About Mutual Funds e-Exam Form

#2984 What Advisors Should Know: ETFs e-Exam Form 

#2994 Strategic Index Investing e-Exam Form 

#3020 FASB, SSARS, SAS Update and Review e-Exam Form 

#3021 FASB Review for Industry e-Exam Form 

#3022 Auditing Developments e-Exam Form 

#3023 Current Developmentsin Acctg and Fin Reporting e-Exam Form 

#3024 Enron Fraud, Deception, and the Aftermath e-Exam Form 

#3025 What You Never Wanted to Know About GAAP (2011 8 CPE) e-Exam Form 

#3026 Making Money with Special Engagements e-Exam Form 

#3027 Practice Issues: Compilation and Review e-Exam Form 

#3125 What You Never Wanted to Know About GAAP (2012 16 CPE)  e-Exam Form 

#4814 Selected Legal Issues with Tax Analysis e-Exam Form 

#4815 Family Tax Planning e-Exam Form 

#4859 Retirement Planning Tax Strategies e-Exam Form 

#4901 Asset Protection Tax Strategies e-Exam Form 

#4902 Tax Guide to Asset Protection e-Exam Form 

#4903 Tax Guide to Business Entities e-Exam Form 

#4904 Tax Guide to Compensation and Benefits e-Exam Form 

#4905 Financial Planning Tax Strategies e-Exam  Form

#4906 Tax Guide to Financial Planning e-Exam Form 

#4907 Tax Guide to Interest and Debt e-Exam Form 

#4908 Real Estate Tax Planning e-Exam  Form

#4909 Tax Guide to Retirement Planning e-Exam Form 

#4910 Divorce Tax Planning e-Exam  Form

#4911 Estate Planning Tax Strategies e-Exam  Form

#4912 Building Client Wealth with Effective Tax Planning e-Exam Form

#4913 Tax Guide to Education Planning e-Exam Form 

#4916 Tax Guide to Bankruptcy e-Exam Form 

#4917 American Recovery and Reinvestment Act e-Exam Form 

#4918 This Year's (2011) Tax Overview e-Exam Form 

#4919 Guide to Federal Indiv. and Corp. Taxation e-Exam Form 

#4920 Statutory Update e-Exam Form 

#4921 2010 Health Care Act e-Exam Form

#4922 Auto Rules e-Exam Form

#4923 Business Travel and Entertainment e-Exam Form

#4924 Divorce Transfers and Settlements e-Exam Form

#4925 Installment Sales e-Exam Form

#4926 Medical, Charitable, and Casualty e-Exam Form

#4927 Partnership Taxation e-Exam Form

#4929 Passive Loss and At-Risk Rules e-Exam Form

#4930 Property Dispositions e-Exam Form

#4953 Small Business Tax Planning e-Exam Form

#4966 1040 Workshop e-Exam Form

#5903 Ethics for Accountants e-Exam  Form

#5907 Ethics for Accountants: Arizona e-Exam  Form

#5908 Ethics for Accountants: Arkansas e-Exam  Form

#5909 Ethics for Accountants: California e-Exam  Form

#5910 Ethics for Accountants: Colorado e-Exam  Form

#5911 Ethics for Accountants: Connecticut e-Exam  Form

#5912 Ethics for Accountants: Delaware e-Exam  Form

#5913 Ethics for Accountants: District of Columbia e-Exam  Form

#5915 Ethics for Accountants: Hawaii e-Exam  Form

#5916 Ethics for Accountants: Idaho e-Exam  Form

#5917 Ethics for Accountants: Illinois e-Exam  Form

#5918 Ethics for Accountants: Indiana e-Exam  Form

#5919 Ethics for Accountants: Iowa e-Exam  Form

#5920 Ethics for Accountants: Kansas e-Exam  Form

#5921 Ethics for Accountants: Kentucky e-Exam  Form

#5923 Ethics for Accountants: Maine e-Exam  Form

#5924 Ethics for Accountants: Maryland e-Exam  Form

#5925 Ethics for Accountants: Massachussetts e-Exam  Form

#5926 Ethics for Accountants: Michigan e-Exam  Form

#5927 Ethics for Accountants: Minnesota e-Exam  Form

#5928 Ethics for Accountants: Mississippi e-Exam  Form

#5929 Ethics for Accountants: Missouri e-Exam  Form

#5930 Ethics for Accountants: Montana e-Exam  Form

#5931 Ethics for Accountants: Nebraska e-Exam  Form

#5932 Ethics for Accountants: Nevada e-Exam  Form

#5933 Ethics for Accountants: New Hampshire e-Exam  Form

#5934 Ethics for Accountants: North Carolina e-Exam  Form

#5935 Ethics for Accountants: New Mexico e-Exam  Form

#5936 Ethics for Accountants: New York e-Exam  Form

#5937 Ethics for Accountants: New York-Tax Concentration e-Exam  Form

#5940 Ethics for Accountants: Oklahoma e-Exam  Form

#5941 Ethics for Accountants: Oregon e-Exam  Form

#5942 Ethics for Accountants: Pennsylvania e-Exam  Form

#5943 Ethics for Accountants: Rhode Island e-Exam  Form

#5946 Ethics for Accountants: Tennessee e-Exam  Form

#5947 Ethics: An Overview for Texas CPAs e-Exam  Form

#5949 Ethics for Accountants: Vermont e-Exam  Form

#5950-11 Ethics for Accountants: Virginia 2011 e-Exam  Form

#5951 Ethics for Accountants: Washington e-Exam  Form

#5953 Ethics for Accountants: West Virginia e-Exam  Form

#6001 Ethics for Enrolled Agents e-Exam  Form

#11467 Ethics for Accountants: Florida e-Exam  Form

Policies and Sponsor/Provider Information 

Problems with this Web site
If you have experienced a problem with this Web site (pages not opening or orders not being processed, etc.) please call 800-588-7039 anytime. If you receive our voice mail, please leave a message as we check for messages freguently.

 Pilot Testing Opportunity
If you are a licensed CFP^® or CPA and would like to participate in a pilot test for our new CPA courses, give us a call at 800-588-7039. You receive the course free in return for providing some feedback on the course and recording how long it took you to take it.  

Returns, Refunds, Complaint Resolution
You may return any course within 30 days of purchase (and before we receive the exam for grading) for a full refund (you can also exchange a course for another). 
For more information regarding administrative, complaint, and refund policies, please contact the customer service manager at our offices by phone: 800-588-7039 or by E-mail: contact@bhfe.com. 

Privacy Policy
Your privacy is your right. The personal information you submit to Beacon Hill Financial Educators and/or www.bhfe.com, will not be shared, sold, or disclosed to third parties in any form, for any purpose, unless required as part of the order fulfillment or credit reporting process. Beacon Hill Financial Educators will not disclose your sales history to third parties for any purpose, at any time.  On occasion, we will send you regular mail promotions on new courses, special sales, etc.

If you have any questions regarding our privacy policy, contact us at 800-588-7039, or contact@bhfe.com.

Continuing Education Sponsor Information
Certified Financial Planner Board of Standards, Inc. Sponsor I.D. Number: 1008
National Association of State Boards of Accountancy Sponsor I.D. Numbers:
Registry: 107615 
QAS: 050
Individual State Board of Accountancy Sponsor I.D. Numbers for States That Require Sponsor Registration:
      Florida: 0004761 (ethics: 11467)
      New York: 002146
      Ohio: M0021
      Texas: 009349
                  We have registered with the Texas State Board of Public Accountancy as a CPE sponsor.  
                  This registration does not constitute an endorsement by the Board as to the quality of our
                  CPE program.
Internal Revenue Service Sponsor Number: 593
Institute of Certified Bankers: Registered Continuing Education Provider
Information on PACE continuing education reporting requirements.


Beacon Hill Financial Educators is registered with the National Association of State Boards of Accountancy as a Quality Assurance Service (QAS) sponsor of continuing professional education. Participating state boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding QAS program sponsors may be addressed to NASBA, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417. Website: www.nasba.org. Sponsor #50.