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.

Miscellaneou Course Supplements and Author Information
#2952 Advisor's Guide to Charitable Planning Appendix K and L
#2953 Advisor's Guide to Planning for the Baby Boomer Client App. A
Natalie Choate's Seminar Schedule
(Seminar topic: Estate Planning for Retirement Beneftis)
Roger Gibson's (Asset Allocation) Website
www.gibsoncapital.com


Downloadable e-Exam Interactive Exam Forms    
Use the Beacon Hill e-Exam for immediate grading and certificate.
Once you have purchased a course, take your exam using the free e-Exam interactive exam answer sheet. The online form is included with all downloadable PDF courses. For courses ordered in print form, you can download the online exam form from the course list below. (You can also print a blank form, complete it by hand, and fax it in for 24-hour grading.)

Instructions for downloading the e_Exam form
1. SCROLL-DOWN  to locate your course's e-Exam (listed by course number).
2. OPEN the file and follow the instructions.

Problems with your e-Exam form? Go to Troubleshooting.

#98 CFP Board Code of Ethics and Practice Standards e-Exam Form  

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

#8981WT e-Exam Form  

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

#547 Ethics For Texas e-Exam Form 

#1917 Natalie Choate's Life and Death 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 

#1935 Personal Financial Planning: A Comprehensive Guide for Advisors 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

#1953 Small Business Tax Planning 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

#2905 Paul Winn's  IRAs Update e-Exam Form

#2906 Paul Winn's Nonqualified Plans Update e-Exam Form

#2907 Paul Winn's Qualified Plan Design Update e-Exam Form

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

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

#2952 Advisor's Guide to Charitable Planning e-Exam Form

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

#2954 Advisor's Guide to Planning for the Older Client e-Exam Form  

#2955 Advisor's Guide to Long-Term Care e-Exam Form 

#2956 Advisor's Guide to Retirement Planning and Employee Benefits e-Exam Form 

#2957 Advisor's Guide to Estate Planning e-Exam Form 

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

#2959 Risk Management for Financial Planners 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 

#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 (2009) Tax Overview e-Exam Form 

#4966 1040 Workshop e-Exam Form

#5903 Ethics for Accountants 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

#5913 Ethics for Accountants: District of Columbia 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

#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

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

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

#5940 Ethics for Accountants: Oklahoma e-Exam  Form

#5953 Ethics for Accountants: West Virginia 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 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.  

Return Policy
You may return any course within 30 days of purchase (and before we receive the exam for grading) for a full refund. 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: 50
Individual State Board of Accountancy Sponsor I.D. Numbers:
      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.