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Self-Study Continuing Education Courses for Financial Professionals

Beacon Hill CE and CPE | View all of our investment planning courses for all licenses and designations | Online and print, instant grading

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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

Investment Planning Courses

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

What Advisors Should
Know About ETFs

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

What Advisors Should Know
About Mutual Funds

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

Paul Winn's Annuities Update

Print Price: $59.00
Download Price: $49.00
CFP^® Credits: 4

Paul Winn's IRA Update

Print Price: $49.00
Download Price: $39.00
CFP^® Credits: 3
CPA Credits: 4.5

What Advisors Should Know
About The Psychology of Investing

Price: $109.00
CFP^® Credits: 4

Strategic Index Investing

Print Price: $109.00
Download Price: $89.00
CFP^® Credits: 8

What Advisors Should Know
About Technical Analysis

Price: $99.00
CFP^® Credits: 8

Advisor's Guide to
Investment Planning

Print Price: $199.00
Download Price: $159.00
CFP^® Credits: 28
CPA Credits: 44

Private Wealth Management

Price: $189.00
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

Investment Planning Courses

Self-Study Continuing Education Courses
for Financial Professionals