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Self-Study Continuing Education Courses for Financial Professionals

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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

Course-in-a-Book^® Series
Exam Materials Only

You need to already own the book in order to purchase and take these exams. If you need the entire course (including the book), go to: Course-in-a-Book^® Series.

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

Asset Allocation
Exam Materials Only

Print Price: $99.00
Download Price: $99.00
CFP^® Credits: 15

Conserving Client Portfolios During Retirement
Exam Materials Only

Print Price: $79.00
Download Price: $79.00
CFP^® Credits: 10

Managing a Portfolio of Mutual Funds
Exam Materials Only

Print Price: $89.00
Download Price: $89.00
CFP^® Credits: 10

Life and Death Planning for Retirement Benefits - Exam Materials Only

Print Price: $89.00
Download Price: $89.00
CFP^® Credits: 24

Advising Mature Clients
Exam Materials Only

Print Price: $59.00
Download Price: $59.00
CFP^® Credits: 8

Integrating Investments and the
Tax Code - Exam Materials Only

Print Price: $99.00
Download Price: $99.00
CFP^® Credits: 18

Advising Entrepreneurs
Exam Materials Only

Print Price: $89.00
Download Price: $89.00
CFP^® Credits: 14

Expert Financial Planning
Exam Materials Only

Print Price: $105.00
Download Price: $105.00
CFP^® Credits: 20

Living Trusts
Exam Materials Only

Print Price: $105.00
Download Price: $105.00
CFP^® Credits: 20

Managing Investments
Exam Materials Only

Print Price: $105.00
Download Price: $105.00
CFP^® Credits: 20

Identity Theft
Exam Materials Only

Print Price: $59.00
Download Price: $59.00
CFP^® Credits: 7

The Seven Stages of Money Maturity
Exam Materials Only

Print Price: $55.00
Download Price: $55.00
CFP^® Credits: 4

New Strategies For College Funding
Exam Materials Only

Print Price: $89.00
Download Price: $89.00
CFP^® Credits: 14

Personal Financial Planning
Exam Materials Only

Print Price: $139.00
Download Price: $139.00
CFP^® Credits: 28

Psychology of Investing
Exam Materials Only

Print Price: $49.00
Download Price: $49.00
CFP^® Credits: 6

Values-Based Estate Planning
Exam Materials Only

Print Price: $89.00
Download Price: $89.00
CFP^® Credits: 10

Social Security, Medicare, and Government Pensions - Exam Materials Only

Print Price: $89.00
Download Price: $89.00
CFP^® Credits: 18

Real Estate Investment Trusts
Exam Materials Only

Print Price: $99.00
Download Price: $99.00
CFP^® Credits: 18

Technical Trading
Exam Materials Only

Print Price: $89.00
Download Price: $89.00
CFP^® Credits: 16

Wealth Management
Exam Materials Only

Print Price: $89.00
Download Price: $89.00
CFP^® Credits: 11

	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.
	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 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

Course-in-a-Book® SeriesExam Materials Only

Self-Study Continuing Education Courses
for Financial Professionals

Course-in-a-Book^® Series
Exam Materials Only