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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 ]

Compensation Benefits Tax CPE Course Online | CFP CPA EA
Tax Guide to Compensation and Benefits
Print Price: $49.00
Download Price: $39.00
CFP® Credits: 2
CPA Credits: 3
EA Credits: 3

Retirement Planning and Tax CPE | Online EA CPF CPA Credit
Tax Guide to Retirement Planning
Print Price: $49.00
Download Price: $39.00
CFP® Credits: 2
CPA Credits: 2
EA Credits: 2

CFP CE, NAPFA CE Credit Course on Annuities
Paul Winn's Annuities Update
Print Price: $59.00
Download Price: $49.00
CFP® Credits: 4
 
 

CFP CE, CPA CPE and NAPFA CE Credit Course on IRAs
Paul Winn's IRA Update
Print Price: $49.00
Download Price: $39.00
CFP® Credits: 3
CPA Credits: 4.5
 

CFP CE, NAPFA CE Credit Course on Long Term Care
Paul Winn's
Long Term Care Update
Print Price: $69.00
Download Price: $59.00
CFP® Credits: 5
 
 

Kinder Method Life Planning NAPFA Communications Counseling
Light the Torch: The Kinder Method™ of Life Planning
Price: $89.00
CFP® Credits: 6
 
 
 

CFP CE Credit Course on Financial Planning for Baby Boomers
Advisor's Guide to Planning
for the Baby Boomer Client
Print Price: $99.00
Download Price: $75.00
CFP® Credits: 7
 
 

CFP® and NAPFA CE Credit Course on Asset Allocation
Asset Allocation:
Balancing Financial Risk

Price: $129.00
CFP® Credits: 12
 
 
 

CFP® and NAPFA CE Credit Course on Social Security, Medicare
Social Security, Medicare,
and Government Pensions
ON SALE!!
Price: $99.00
CFP® Credits: 11
 
 
 

CFP® and NAPFA CE Credit Course on Retirement Planning
Conserving Portfolios
During Retirement
Price: $119.00
CFP® Credits: 10
 
 
 

Retirement Planning & Tax CPE Course Online | CFP NASBA EA
Retirement Planning
Tax Strategies
Print Price: $149.00
Download Price: $119.00
CFP® Credits: 12
CPA Credits: 16
EA Credits: 16

CFP CE Natalie Choate Retirement Plan Benefits Distributions
Planning for Retirement Benefits
NEW!
Price: $189.00
CFP® Credits: 16
 
 
 

CFP CE, NAPFA CE Credit Course on Private Wealth Management
Private Wealth Management
Price: $189.00
CFP® Credits: 28
 
 
 

  

 
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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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