[CFP®, CPA Online Courses Home] Self-Study Continuing Education Courses for Financial Professionals
Beacon Hill Financial Educators: CFP, CPA Online Courses, CFP, CPA Self Study and Online Exams. CFP, CPA Certification, Financial Education
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Self-Study Continuing Education Courses
for Financial Professionals

CTFA and CISP

The Institute of Certified Bankers (ICB) is dedicated to promoting the highest standards of performance and ethics within the financial services industry. 

  • The CFP Board Ethics and Practice Standards with Case Study has been approved for 1.50 CTFA credits.  CTFA credits should be distributed as follows: 1.50  FP.
  • The Advisor's Guide to Planning for the Baby Boomer Client has been approved for 8.00 CISP, 8.00 CTFA credits. CTFA credits should be distributed as follows: 8.00 FP.
  • The Estate Planning Tax Strategies has been approved for 7.00 CISP, 14.00 CTFA credits. CTFA credits should be distributed as follows: 3.50 FID, 3.50 FP, 7.00 TAX.

This statement should not be viewed as an endorsement of this program or its sponsor.

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Beacon Hill Financial Educators: CFP, CPA Online Courses, CFP, CPA Self Study and Online Exams. CFP, CPA Certification, Financial Education
Advisor's Guide to Planning
for the Baby Boomer Client

Print Price: $89.00
Download Price: $75.00
CFP® Credits: 7
 
 

Beacon Hill Financial Educators: CFP, CPA Online Courses, CFP, CPA Self Study and Online Exams. CFP, CPA Certification, Financial Education
Estate Planning
Tax Strategies

Print Price: $139.00
Download Price: $119.00
CFP® Credits: 12
CPA Credits: 14
EA Credits: 14

 

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CFP®, CERTIFIED FINANCIAL PLANNER®, and are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete CFP® Board's initial and ongoing certification requirements.
Beacon Hill Financial Educators is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417, Web site: www.nasba.org.
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.
Beacon Hill Financial Educators is a qualified sponsor of continuing professional education required for individuals enrolled to practice before the Internal Revenue Service (enrolled agents) and are in compliance with the requirements of Treasury Department Circular No 230, section 10.6(g).

We have entered into an agreement with the Office of Professional Responsibility, Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the Office of Professional Responsibility as to the quality of the program or its contribution to the professional competence of the enrolled individual.
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144 Cape Newagen Road, Southport, ME 04576
Phone - (toll free): 800.588.7039 - Fax: 877.902.4284
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