Self-Study Continuing Education Courses for Financial Professionals:
Resources

View a printable Course Price List.
NAPFA : View a spreadsheet listing courses by NAPFA Subject Areas.  

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



Downloadable e-Exam Online Exam Forms
Use the Beacon Hill e-Exam for Prompt Grading and Certificate
Once you have purchased a course, take your exam using the free e-Exam electronic 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, if you prefer.)

Instructions for downloading and using the e_Exam form
1. RIGHT-CLICK on the link below for your course's e-Exam (listed by course number).
2. SAVE the form to your Desktop on your computer (select "Save", "Save As", or "Save Target As".)
3. COMPLETE the form, PRINT a copy for your records, and press SUBMIT-BY-EMAIL at the bottom of the form.
4. The e-Exam form is Emailed in for grading. If you pass, you will receive an Emailed response with   your certificate(s) attached within thirty minutes.

NOTE: Your anti-spam settings might block the graded Email response and attached certificate. To prevent this, adjust your settings to accept messages from exams @ bhfe.com before submitting your form for grading. (You can also add the address to your address book).

To download the e-Exam form for your course, right-click on the appropriate ink:

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

#101 Ethics in Financial Planning (Use this form if you only need CFP® credit)

#101C Ethics in Financial Planning (Use this form if you need CFP®  and/or CPA, CTFA, CRSP credit)

#108 Social Security e-Exam  Form

#114 Seven Stages of Money Maturity e-Exam  Form

#115 Wealth Management e-Exam  Form

#117 Life and Death Planning for Retirement Benefits e-Exam  Form

#121 Asset Allocation e-Exam  Form

#122 Values Based Estate Planning e-Exam  Form

#125 Advising Entrepreneurs e-Exam  Form

#126 Advising Mature Clients e-Exam  Form

#127 Expert Financial Planning e-Exam  Form

#129 Integrating Investments and the Tax Code e-Exam  Form

#130 Real Estate Investment Trusts e-Exam  Form

#131 Technical Trading e-Exam  Form

#132 Living Trusts e-Exam  Form

#134 Managing Investments e-Exam  Form

#135 Personal Financial Planning e-Exam  Form

#136 Psychology of Investing e-Exam  Form

#137 ETFs Strategic Index Investing e-Exam  Form

#138 ETFs e-Exam  Form

#139 Indentity Theft e-Exam  Form

#140 Conserving Client Portfolios e-Exam  Form

#141 Lighting The Torch: The Kinder Method™ of Life Planning e-Exam  Form

#201 Annuities e-Exam  Form

#202 Disability Insurance e-Exam  Form

#203_Estate Tax Planning e-Exam  Form

#204 Personal Life Insurance Planning e-Exam  Form

#205 IRAs e-Exam  Form

#206 Non Qualified Plans e-Exam  Form

#207 Qualified Plan Design e-Exam  Form

#208 Long Term Care Fundamentals e-Exam  Form

#251 Business Buy and Sell e-Exam  Form

#252 Charitable Planning e-Exam  Form

#254_Financial Planning for the Older Client e-Exam  Form

#255 Long Term Care e-Exam  Form

#275 Advisor's Guide to Mutual Funds e-Exam  Form

#401 Asset Protection e-Exam  Form

#402 Asset Protection Short Course e-Exam  Form

#403 Business Entities e-Exam  Form

#404_Compensation Planning e-Exam  Form

#405_Financial Planning Tax Strategies e-Exam  Form

#406_Financial Planning Tax Strategies (ShortCourse) e-Exam  Form

#407_Interest, Debt, and Taxes e-Exam  Form

#408_Real Estate Taxation e-Exam  Form

#409 Retirement Planning Tax Strategies e-Exam Form

#410 Divorce Tax Strategies e-Exam Form

#411 Estate Planning Tax Strategies e-Exam Form

#412 Tax Strategies for Building Client Wealth e-Exam Form

#413 Education Tax Planning e-Exam Form

#451 Bankruptcy Update e-Exam Form

#453 Small Business Taxation e-Exam Form

#501 A Complete Guide to Investing e-Exam Form

#502 Tax Resolution: Solving IRS Problems e-Exam Form

#503 Ethics For Accountants e-Exam Form

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

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: 1-800-588-7039 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 1-800-588-7039, or contact@bhfe.com. Thanks for shopping at Beacon Hill Financial Educators.

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. Number: 107615 
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.