Self-Study CPE Courses for Financial and Tax Professionals

Planning for Retirement Benefits NEW! View Table of Contents [ Print This Page ] CPE Credit: CFP®: 16 Licenses: Certified Financial Planner® Scroll down to order. A Beacon Hill Course-in-a-Book® - courses based on industry books written specifically for financial advisors. Course Description This course is based on the book Life and Death Planning for Retirement Benefits by Natalie B. Choate (7th edition).  The book is a professional advisor's guide to minimum required distributions, rollovers, Roth conversions, and dozens of other tax code creations that clients must navigate if they own an IRA or participate in a qualified retirement plan. After completing this course, the advisor will be better prepared to help clients defer or reduce taxes, avoid penalties, and preserve their retirement benefits. See table of contents at the top of the page. Course text: Life and Death Planning for Retirement Benefits, 7th edition by Natalie B. Choate 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). See instructions included with course.  CFP® credits reported automatically. Program delivery method: Self-study–print (the price of the course includes the book, which is mailed to you along with the exam materials). If you already own the book, you may purchase the exam for $129. See the link at bottom of the page.  Subject Codes/Fields of Study: CFP Board, NAPFA: Retirement Planning (8 credits), Taxes (8 credits).  NAPFA members: Download a course credit-by-subject chart from our Resources page. Credit Information: CFP®,and PACE credit available in all states. Course-sponsor number: CFP Board: 1008. 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. Click "Add to Cart,"  continue shopping or proceed to secure checkout.  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. Price:  $189.00 Quantity