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License(s) CPA    CFP®    EA/OTRP    ERPA    CDFA   On Sale Recently Updated
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1 - 60 of 60   Page 1   

1040 Workshop

Credits: CPA  28.0
CFP®  20.0
EA/OTRP  28.0
Hardcopy Book (mailed), Online Exam   $189.00
Online Book, Online Exam   $159.00

2020 Stimulus Including CARES Act

Credits: CPA  2.5
CFP®  2.0
EA/OTRP  2.0
Online Book, Online Exam   $25.00
Hardcopy Book (mailed), Online Exam   $35.00

Advising Clients Divorcing After 50

Credits: CFP®  9.0
CDFA  9.0
Hardcopy Book (mailed), Online Exam   $103.00
Online Exam ONLY (You Have the Book)   $79.00

Advising Couples

Credits: CFP®  9.0
Online Exam ONLY (You Have the Book)   $79.00
Hardcopy Book (mailed), Online Exam   $119.00

Advisors Guide to Estate Planning

Credits: CPA  29.0
CFP®  21.0
Hardcopy Book (mailed), Online Exam   $195.00
Online Book, Online Exam   $165.00

Advisor's Guide to Investment Planning

Credits: CPA  36.0
CFP®  28.0
Online Book, Online Exam   $179.00
Hardcopy Book (mailed), Online Exam   $209.00

Annuities

Credits: CPA  7.0
CFP®  4.5
Hardcopy Book (mailed), Online Exam   $69.00
Online Book, Online Exam   $59.00

Asset Allocation

Credits: CFP®  14.0
Hardcopy Book (mailed), Online Exam   $145.00
Online Exam ONLY (You Have the Book)   $99.00

Asset Protection Tax Strategies

Credits: CPA  17.5
CFP®  12.0
EA/OTRP  17.0
Online Book, Online Exam   $129.00
Hardcopy Book (mailed), Online Exam   $159.00

Business Insurance Overview

Credits: CPA  3.0
CFP®  2.0
Hardcopy Book (mailed), Online Exam   $49.00
Online Book, Online Exam   $39.00

Business Valuation

Credits: CPA  3.0
CFP®  2.0
Online Book, Online Exam   $39.00
Hardcopy Book (mailed), Online Exam   $49.00

CFP Board Ethics Course

Credits: CFP®  2.0
On-Demand Video and Exam   $29.00

Child Custody and Support Course

Credits: CFP®  9.0
CDFA  9.0
Online Exam ONLY (You Have the Book)   $79.00
Hardcopy Book (mailed), Online Exam   $107.00

Complete Divorce Guide

Credits: CFP®  7.0
CDFA  7.0
Hardcopy Book (mailed), Online Exam   $99.00
Online Book, Online Exam   $79.00

Comprehensive Tax Retirement Planning

Credits: CPA  31.5
CFP®  22.0
EA/OTRP  31.0
ERPA  31.0
Hardcopy Book (mailed), Online Exam   $199.00
Online Book, Online Exam   $169.00

Coronavirus Tax Summary

Credits: CPA  3.0
CFP®  1.5
EA/OTRP  3.0
Online Book, Online Exam   $32.00
Hardcopy Book (mailed), Online Exam   $42.00

Divorce Tax Planning

Credits: CPA  16.0
CFP®  10.0
EA/OTRP  16.0
CDFA  16.0
Online Book, Online Exam   $122.00
Hardcopy Book (mailed), Online Exam   $152.00

Divorce Transfers & Settlements

Credits: CPA  2.0
CFP®  2.0
EA/OTRP  2.0
CDFA  2.0
Hardcopy Book (mailed), Online Exam   $35.00
Online Book, Online Exam   $25.00

Education Tax Benefits

Credits: CPA  5.0
CFP®  3.5
EA/OTRP  5.0
Online Book, Online Exam   $55.00
Hardcopy Book (mailed), Online Exam   $65.00

Elder Planning

Credits: CFP®  12.0
Hardcopy Book (mailed), Online Exam   $129.00
Online Exam ONLY (You Have the Book)   $89.00

Essential Guide to Divorce for Advisors

Credits: CFP®  14.0
CDFA  14.0
Online Exam ONLY (You Have the Book)   $99.00
Hardcopy Book (mailed), Online Exam   $123.00

Estate Planning Tax Strategies

Credits: CPA  20.0
CFP®  12.5
EA/OTRP  20.0
Hardcopy Book (mailed), Online Exam   $165.00
Online Book, Online Exam   $135.00

Estate Tax Planning

Credits: CPA  4.0
CFP®  3.0
EA/OTRP  4.0
Online Book, Online Exam   $49.00
Hardcopy Book (mailed), Online Exam   $59.00

Executor's Guide

Credits: CFP®  11.0
Hardcopy Book (mailed), Online Exam   $119.00
Online Exam ONLY (You Have the Book)   $89.00

Facilitating Financial Health

Credits: CFP®  11.0
Online Book, Online Exam   $119.00
Hardcopy Book (mailed), Online Exam   $139.00

Family Tax Planning

Credits: CPA  2.0
CFP®  2.0
EA/OTRP  2.0
Hardcopy Book (mailed), Online Exam   $35.00
Online Book, Online Exam   $25.00

Federal Income Tax Changes (2021)

Credits: CPA  6.5
CFP®  5.5
EA/OTRP  7.0
Online Book, Online Exam   $59.00
Hardcopy Book (mailed), Online Exam   $69.00

Federal Income Tax Changes (2022)

Credits: CPA  6.0
CFP®  4.5
EA/OTRP  6.0
Hardcopy Book (mailed), Online Exam   $69.00
Online Book, Online Exam   $59.00

Federal Income Tax Update (2022-2021)

Credits: CPA  9.0
CFP®  8.5
EA/OTRP  9.0
Online Book, Online Exam   $75.00
Hardcopy Book (mailed), Online Exam   $105.00

Retirement Plans, Pensions, Annuities

Credits: CPA  3.0
CFP®  2.0
EA/OTRP  3.0
ERPA  3.0
Hardcopy Book (mailed), Online Exam   $45.00
Online Book, Online Exam   $35.00

Financial Planning Tax Strategies

Credits: CPA  14.5
CFP®  10.0
EA/OTRP  14.0
Online Book, Online Exam   $119.00
Hardcopy Book (mailed), Online Exam   $149.00

Goals-Based Investing

Credits: CFP®  5.5
Hardcopy Book (mailed), Online Exam   $129.00
Online Exam ONLY (You Have the Book)   $99.00

Guide to Federal Individual Corp Tax

Credits: CPA  35.5
CFP®  24.5
EA/OTRP  35.0
Online Book, Online Exam   $179.00
Hardcopy Book (mailed), Online Exam   $209.00

Having the Money Talk with Clients

Credits: CFP®  5.0
Hardcopy Book (mailed), Online Exam   $82.00
Online Exam ONLY (You Have the Book)   $49.00

Health Savings Accounts

Credits: CPA  1.5
CFP®  1.0
EA/OTRP  1.0
Online Book, Online Exam   $19.00
Hardcopy Book (mailed), Online Exam   $29.00

Home Office Deduction

Credits: CPA  3.0
CFP®  2.0
EA/OTRP  3.0
Hardcopy Book (mailed), Online Exam   $49.00
Online Book, Online Exam   $39.00

Individual Retirement Accounts

Credits: CPA  5.5
CFP®  4.0
Online Book, Online Exam   $49.00
Hardcopy Book (mailed), Online Exam   $59.00

Information Security: Basic Safeguards

Credits: CPA  6.0
CFP®  4.5
EA/OTRP  6.0
Hardcopy Book (mailed), Online Exam   $59.00
Online Book, Online Exam   $49.00

Interpretation of Financial Statements

Credits: CPA  11.0
CFP®  7.5
Hardcopy Book (mailed), Online Exam   $122.00
Online Book, Online Exam   $92.00

Keeping Taxpayer Data Secure

Credits: CPA  2.5
CFP®  2.0
EA/OTRP  2.0
Online Book, Online Exam   $29.00
Hardcopy Book (mailed), Online Exam   $39.00

Long Term Care Planning

Credits: CPA  5.5
CFP®  4.5
Hardcopy Book (mailed), Online Exam   $69.00
Online Book, Online Exam   $59.00

Choate-Planning for Retirement Benefits

Credits: CFP®  23.5
Online Exam ONLY (You Have the Book)   $119.00

Partnership Taxation

Credits: CPA  13.5
CFP®  7.5
EA/OTRP  13.0
Hardcopy Book (mailed), Online Exam   $139.00
Online Book, Online Exam   $109.00

Pass-Through Business Deduction

Credits: CPA  2.0
CFP®  1.0
EA/OTRP  2.0
Online Book, Online Exam   $25.00
Hardcopy Book (mailed), Online Exam   $35.00

Personal Life Insurance Planning

Credits: CPA  4.0
CFP®  2.5
Hardcopy Book (mailed), Online Exam   $49.00
Online Book, Online Exam   $39.00

Principles of Wealth Management

Credits: CPA  9.0
CFP®  7.0
Hardcopy Book (mailed), Online Exam   $105.00
Online Book, Online Exam   $75.00

Private Wealth Management

Credits: CFP®  28.0
Online Exam ONLY (You Have the Book)   $139.00
Hardcopy Book (mailed), Online Exam   $212.00

Real Estate Tax Planning

Credits: CPA  11.0
CFP®  7.5
EA/OTRP  11.0
Online Book, Online Exam   $92.00
Hardcopy Book (mailed), Online Exam   $122.00

Retirement Planning Tax Strategies

Credits: CPA  17.5
CFP®  12.0
EA/OTRP  17.0
ERPA  17.0
Hardcopy Book (mailed), Online Exam   $159.00
Online Book, Online Exam   $129.00

Small Business Tax Planning

Credits: CPA  24.0
CFP®  19.0
EA/OTRP  24.0
Online Book, Online Exam   $149.00
Hardcopy Book (mailed), Online Exam   $179.00

Social Security, Medicare, Gov. Pensions

Credits: CFP®  13.5
Hardcopy Book (mailed), Online Exam   $130.00
Online Exam ONLY (You Have the Book)   $95.00

Succession Planning Strategies

Credits: CFP®  4.0
Online Exam ONLY (You Have the Book)   $49.00
Hardcopy Book (mailed), Online Exam   $72.00

Tax Guide to Compensation & Benefits

Credits: CPA  3.5
CFP®  2.0
EA/OTRP  3.0
Hardcopy Book (mailed), Online Exam   $45.00
Online Book, Online Exam   $35.00

Tax Treatment of Virtual Currency

Credits: CPA  1.5
CFP®  1.5
EA/OTRP  1.0
Hardcopy Book (mailed), Online Exam   $29.00
Online Book, Online Exam   $19.00

What Advisors Should Know About Divorce

Credits: CFP®  11.5
CDFA  11.5
Online Exam ONLY (You Have the Book)   $79.00
Hardcopy Book (mailed), Online Exam   $115.00

What Advisors Should Know/Fund. Analysis

Credits: CFP®  10.0
Hardcopy Book (mailed), Online Exam   $126.00
Online Exam ONLY (You Have the Book)   $79.00

What Advisors Should Know/Identity Theft

Credits: CFP®  5.0
Online Exam ONLY (You Have the Book)   $49.00
Hardcopy Book (mailed), Online Exam   $71.00

The Psychology of Investing

Credits: CFP®  7.0
Hardcopy Book (mailed), Online Exam   $135.00
Online Exam ONLY (You Have the Book)   $69.00

Women and Divorce Vol I

Credits: CFP®  3.5
CDFA  3.5
Online Exam ONLY (You Have the Book)   $39.00
Hardcopy Book (mailed), Online Exam   $59.00

Women and Divorce Vol II

Credits: CFP®  5.5
CDFA  5.5
Hardcopy Book (mailed), Online Exam   $83.00
Online Exam ONLY (You Have the Book)   $59.00

1 - 60 of 60   Page 1   
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CFP , CFP®, CERTIFIED FINANCIAL PLANNER® 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.
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