CDFA Courses

Key Words
Licenses
Course Credits
144
-
Subject
State

All Beacon Hill courses are shown in alphabetical order.

Financial Planning
Advising Clients Divorcing After 50#195622
Course Credits:
CFP®: 9
CDFA®: 9
Online Exam ONLY (You Have Book)
$79.00
Hardcopy Book, Online Exam
$107.00
Course Details
Investment Planning
Annuities#290125
Course Credits:
CPA: 7
CFP®: 5
CDFA®: 7
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#296622
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)
$79.00
Hardcopy Book, Online Exam
$111.00
Course Details
Financial Planning
Complete Divorce Guide#296121
Course Credits:
CFP®: 7
CDFA®: 7
Online Book, Online Exam
$69.00
Hardcopy Book, Online Exam
$84.00
Course Details
Tax
Divorce Tax Planning#491024
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#492425
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
Essential Guide to Divorce for Advisors#195824
Course Credits:
CFP®: 14
CDFA®: 14
Online Exam ONLY (You Have Book)
$99.00
Hardcopy Book, Online Exam
$134.00
Course Details
Insurance Planning
Essentials of Life Insurance#366123
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#360424
Course Credits:
CPA: 6
CFP®: 4.5
CDFA®: 6
IWI/CIMA®: 6
Online Book, Online Exam
$54.00
Hardcopy Book, Online Exam
$69.00
Course Details
Tax
Estate Tax Planning#290325
Course Credits:
CPA: 4
CFP®: 3
EA / OTRP: 4
CDFA®: 4
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#491524
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 2024#291724
Course Credits:
CPA: 6
CFP®: 4.5
EA / OTRP: 6
CDFA®: 6
IWI/CIMA®: 6
IWI/CIMA T&R: 2
Online Book, Online Exam
$54.00
Hardcopy Book, Online Exam
$69.00
Course Details
Tax
Federal Income Tax Changes 2025#291725
Course Credits:
CPA: 3
CFP®: 2.5
EA / OTRP: 3
CDFA®: 3
Online Book, Online Exam
$35.00
Hardcopy Book, Online Exam
$47.00
Course Details
Tax
Federal Tax Law: Retirement Plans, Pensions, and Annuities#290924
Course Credits:
CPA: 3.5
CFP®: 2
EA / OTRP: 3
ERPA: 3
CDFA®: 3
Online Book, Online Exam
$39.00
Hardcopy Book, Online Exam
$51.00
Course Details
Financial Planning
Financial Planning for Senior Clients#295724
Course Credits:
CFP®: 15.5
CDFA®: 15.5
Online Book, Online Exam
$119.00
Hardcopy Book, Online Exam
$149.00
Course Details