All CDFA Courses

Key Words
Licenses
Course Credits
0.5 ‐ 44
-
Subject
State

All Beacon Hill courses are shown in alphabetical order.

Tax
1040 Workshop #496626-2
Course Credits:
CPA: 24.5
CFP®: 18.5
EA / OTRP: 24
CDFA®: 20
Online Book, Online Exam
$164.00
Hardcopy Book, Online Exam
$194.00
Course Details
Financial Planning
Advising Clients Divorcing After 50 #195625
Course Credits:
CFP®: 9
CDFA®: 9
Online Exam ONLY (You Have Book/eBook)
$79.00
Hardcopy Book, Online Exam
$107.00
Course Details
Tax
Annual Tax Season Update: 2026 Filing Season #292425-2
Course Credits:
CPA: 10.5
EA / OTRP: 10
CDFA®: 10.5
Online Book, Online Exam
$75.00
Hardcopy Book, Online Exam
$93.00
Course Details
Investment Planning
Annuities #290126
Course Credits:
CPA: 7
CFP®: 5
CDFA®: 7
IAR/FINRA: 4
Online Book, Online Exam
$59.00
Hardcopy Book, Online Exam
$74.00
Course Details
Finance
Business Valuation #365624
Course Credits:
CPA: 3
CFP®: 2
CDFA®: 3
Online Book, Online Exam
$35.00
Hardcopy Book, Online Exam
$47.00
Course Details
Financial Planning
Child and Spousal Support #296626
Course Credits:
CDFA®: 1
Online Book, Online Exam
$19.00
Hardcopy Book, Online Exam
$29.00
Course Details
Child Custody and Support Course #195524
Course Credits:
CFP®: 9
CDFA®: 9
Online Exam ONLY (You Have Book/eBook)
$79.00
Hardcopy Book, Online Exam
$111.00
Course Details
Financial Planning
Complete Divorce Guide #296126
Course Credits:
CFP®: 7
CDFA®: 7
Online Book, Online Exam
$69.00
Hardcopy Book, Online Exam
$84.00
Course Details
Tax
Divorce Tax Planning #491026
Course Credits:
CPA: 15.5
CFP®: 10
EA / OTRP: 15
CDFA®: 16
Online Book, Online Exam
$109.00
Hardcopy Book, Online Exam
$139.00
Course Details
Tax
Divorce Transfers & Settlements #492426
Course Credits:
CPA: 2
CFP®: 2
EA / OTRP: 2
CDFA®: 2
Online Book, Online Exam
$25.00
Hardcopy Book, Online Exam
$37.00
Course Details
Investment Planning
Economic Indicators #375726-2
Course Credits:
CPA: 2.5
CFP®: 1.5
CDFA®: 2.5
CIMA®/CPWA®/RMA®: 2.5
Online Book, Online Exam
$29.00
Hardcopy Book, Online Exam
$41.00
Course Details
Essential Guide to Divorce for Advisors #195824
Course Credits:
CFP®: 14
CDFA®: 14
Online Exam ONLY (You Have Book/eBook)
$99.00
Hardcopy Book, Online Exam
$134.00
Course Details
Insurance Planning
Essentials of Life Insurance #366126
Course Credits:
CPA: 2
CFP®: 1.5
CDFA®: 2
Online Book, Online Exam
$25.00
Hardcopy Book, Online Exam
$37.00
Course Details
Estate Planning
Estate Planning Fundamentals #360425
Course Credits:
CPA: 6
CFP®: 4.5
CDFA®: 6
CIMA®/CPWA®/RMA®: 6
Online Book, Online Exam
$54.00
Hardcopy Book, Online Exam
$69.00
Course Details
Estate Planning
Estate Tax Planning #290326
Course Credits:
CPA: 4.5
CFP®: 3
EA / OTRP: 4
CDFA®: 4
IAR/FINRA: 2.5
Online Book, Online Exam
$45.00
Hardcopy Book, Online Exam
$57.00
Course Details
Financial Planning
Facilitating Financial Health #295919
Course Credits:
CFP®: 11
CDFA®: 11
Online Book, Online Exam
$109.00
Hardcopy Book, Online Exam
$119.00
Course Details
Tax
Family Tax Planning #491525
Course Credits:
CPA: 2
CFP®: 2
EA / OTRP: 2
CDFA®: 2
Online Book, Online Exam
$25.00
Hardcopy Book, Online Exam
$37.00
Course Details
Tax
Federal Income Tax Changes 2025 #291725-2
Course Credits:
CPA: 3
CFP®: 2.5
EA / OTRP: 3
ERPA: 3
CDFA®: 3
Online Book, Online Exam
$35.00
Hardcopy Book, Online Exam
$47.00
Course Details
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