[CFP®, CPA Online Courses Home] Self-Study Continuing Education Courses for Financial Professionals
Beacon Hill CPE | Self study continuing professional education course on financial planning and tax for CFP®, CPA, EA, RTRP, and NAPFA credit | online and print.
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Self-Study CPE Courses for Financial and Tax Professionals

Beacon Hill CPE | Self study continuing professional education course on financial planning and tax for CFP®, CPA, EA, RTRP, and NAPFA credit | online and print. Tax Guide
to Financial Planning
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CPE Credit:
CFP®: 2
CPA:   2
EA:     2
RTRP:     2

Licenses:
Certified Financial Planner®
Certified Public Accountant
Enrolled Agent
Registered Tax Return Preparer

Course Description
(scroll down to order)
This course was updated on 4/29/2012.

This short course integrates federal taxation with overall financial planning. The course explores tax strategies relating to the central financial tactics of wealth building, capital preservation, and estate distribution. The result is a unified explanation of tax-economics that will permit the practitioner to locate, analyze, and solve financial concerns.

Learning Objectives:
Open Table of Contents at top of page

Course and Credit Information
Author: Danny Santucci, J.D. 

Course text (59 pages): glossary; review questions, answers, and explanations.
Exam and Grading:  Included with course. Take the exam using the e-Exam interactive PDF form for instant online grading and certificate (can also be faxed in). CFP® credits reported automatically (if applicable).
Program delivery method: Self-study–print or download. 
Program level: Overview; Course prerequisites: Basic familiarity with federal taxation; Advance preparation: None
Subject Codes/Fields of Study: CFP Board, CPA: Taxes. EA, RTRP: Federal Tax Law. NAPFA members:  Download a course credit-by-subject chart from our Resources page.
Credit Information: CFP®, CPA, EA, RTRP, and PACE credit available in all states. PACE credit hours: Same as CPA.
 In accordance with the standards of the National Registry of CPE Sponsors and the Quality Assurance Service (QAS), CPE credits have been granted based on a 50-minute hour.  
Course-sponsor numbers:
CFP Board: 1008.
NASBA: Registry: 107615; Quality Assurance Service (QAS): 050.
Individual State Boards of Accountancy (where sponsor registration is required): Florida: 4761; New York: 002146; Ohio: M0021; Texas: 009349.
IRS: FWKKO. IRS course # FWKKO-T-000018-12-S.

How to Order
Order online or by phone (800-588-7039)
To order online:
1. (Optional) Log-in or Open an Account.
2. Enter quantity below
3. Select how you would like to receive the course (printed materials sent in the mail or PDF file downloaded and saved to your computer).
4. Click "Add to Cart", continue shopping or proceed to secure checkout. 

PDF Downloads: The PDF version of the course is downloaded, including the exam, from the purchase confirmation page (first download the course file to your computer, then open it. 

Don't forget: Get 18% off when you order 3 or more courses.

Discounts and shipping/handling, if applicable, are added during checkout, just before payment.

Download Price:  $39.00
Print Price:  $49.00

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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, Inc. 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, Inc. 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.
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