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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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Your courses are always concise and clear. Test questions pertain to important points, not just useless information."
-S.M., NC

“The quality of the material was very good. . . . The content was very strong and well written. . .”
- D.A., NH

"Great service. . . . Based on my experience with Beacon Hill, I would not hesitate to use their services again or refer them to others."
- S.N., MA

Self-Study Continuing Education Courses
for Financial Professionals

Retirement Planning Courses

Click on pictures or links to view descriptions or purchase courses. [ Go Back ]

Paul Winn's Qualified
Plan Design Update

Print Price: $59.00
Download Price: $49.00
CFP^® Credits: 3

Tax Guide to Compensation and Benefits

Print Price: $49.00
Download Price: $39.00
CFP^® Credits: 2
CPA Credits: 3
EA Credits: 3

Tax Guide to Retirement Planning

Print Price: $49.00
Download Price: $39.00
CFP^® Credits: 2
CPA Credits: 2
EA Credits: 2

Paul Winn's Annuities Update

Print Price: $69.00
Download Price: $59.00
CFP^® Credits: 4

Paul Winn's IRAs Update

Print Price: $69.00
Download Price: $59.00
CFP^® Credits: 4

Paul Winn's Nonqualified
Plans Update

Print Price: $69.00
Download Price: $59.00
CFP^® Credits: 4

Paul Winn's
Long Term Care Update
ON SALE!

Print Price: $69.00
Download Price: $59.00
CFP^® Credits: 5

Advisor's Guide to Planning
for the Baby Boomer Client

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

Social Security, Medicare,
and Government Pensions
ON SALE!

Price: $99.00
CFP^® Credits: 11

Conserving Portfolios
During Retirement

Price: $119.00
CFP^® Credits: 10

Retirement Planning
Tax Strategies

Print Price: $139.00
Download Price: $119.00
CFP^® Credits: 12
CPA Credits: 16
EA Credits: 16

Advisor's Guide to Planning
for the Older Client

Print Price: $149.00
Download Price: $129.00
CFP^® Credits: 17

Advisor's Guide to
Retirement Planning
and Employee Benefits

Print Price: $159.00
Download Price: $139.00
CFP^® Credits: 25

Private Wealth Management

Price: $179.00
CFP^® Credits: 28

	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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Self-Study Continuing Education Coursesfor Financial Professionals

Retirement Planning Courses

Self-Study Continuing Education Courses
for Financial Professionals