Course Details
Author: Paul J. Winn CLU ChFC
Paul J. Winn CLU ChFC — Financial Writer, Editor & Trainer.
Education: B.A., St. John’s University (1961–1964); Law School, University of Virginia (1964–1965); MBA program Binghamton University (1986–1989); CLU (1985); ChFC (1987).
Experience: Thirty years in the life insurance and investment industry (1965–1995). Thirty-one years as a financial writer, editor and trainer (1995–2026).
Paul held positions at Mutual Life Insurance Company of New York as product developer and compensation officer; at Security Mutual Life Insurance Company as general agent, marketing vice president, and agency vice president; at Principal Financial Group as agency manager; and as president of Maryland Financial Corporation, managing a financial adviser corporation providing tax, investment and financial planning.
As a writer and editor, Paul is a published book author whose books include Tax Planning from the Heart, Business Succession Planning, and Dominating Obamacare. He served as writer and editor of a major mutual life insurance company’s agent training university, created more than 200 insurance, securities and tax training courses in online, print and scripted classroom formats, and is the founder and CEO of Winn Publications LLC, a tax and insurance continuing education course licensor.
Publication/Revision Date: 2/13/2026
Course Exam Questions: 10 (multiple-choice)
Program Delivery Method: Self-Study (NASBA QAS Self-Study)
Available Formats of Course Text: Online and Hardcopy
Course Level, Prerequisites, and Advance Preparation Requirements
| License | Course Level | Prerequisites | Advance Preparation Requirements |
|---|
| CFP® | Overview | None | None |
| CPA | Overview | None | None |
| EA/OTRP | Overview | None | None |
| IAR | Overview | None | None |
* This program is appropriate for professionals at all organizational levels.
Sponsor ID Numbers
CFP Board Sponsor I.D.: 1008 — Course I.D.: 332326
Registered with the IRS: Qualified Sponsor I.D.: FWKKO — Course I.D.: FWKK0-T-00743-26-S
NASAA Sponsor I.D.: S17460 — Course I.D.: C80850
National Registry of CPE Sponsors I.D.: 107615
State Board Sponsor ID Numbers (where applicable):
Florida Division of Certified Public Accounting: 0004761
Hawaii Board of Public Accountancy: 14003
New York: 002146
Ohio CPE .51 PSR
Pennsylvania State Board of Accountancy PX178025
Texas State Board of Public Accountancy: 009349
Learning Objectives
- Recognize the methods of obtaining and storing virtual currency.
- Describe how transactions involving virtual currency work.
- Understand the basic nature of blockchains.
- Apply the existing U.S. tax laws to virtual currency transactions.
- Identify when and where to report taxable virtual currency events and transactions.
