All CDFA Courses

Key Words
Licenses
Course Credits
0.5 ‐ 44
-
Subject
State

All Beacon Hill courses are shown in alphabetical order.

Tax
Federal Income Tax Changes 2026 #292526
Course Credits:
CPA: 6.5
CFP®: 5
EA / OTRP: 6
CDFA®: 6
CIMA/CPWA/RMA: 4.5
CIMA/CPWA/RMA T&R: 2
Online Book, Online Exam
$54.00
Hardcopy Book, Online Exam
$69.00
Course Details
Tax
Federal Income Tax Changes 2026 #291726
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
Tax
Federal Tax Law: Retirement Plans, Pensions, and Annuities #290926
Course Credits:
CPA: 3.5
CFP®: 2
EA / OTRP: 3
ERPA: 3
CDFA®: 3
IAR/FINRA: 2
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
Investment Planning
Guide to the Financial Markets #374724
Course Credits:
CPA: 3
CFP®: 2
CDFA®: 3
CIMA/CPWA/RMA: 3
Online Book, Online Exam
$35.00
Hardcopy Book, Online Exam
$47.00
Course Details
Retirement Planning
Individual Retirement Accounts #290526-2
Course Credits:
CPA: 5.5
CFP®: 4
CDFA®: 5.5
IAR/FINRA: 3.5
Online Book, Online Exam
$51.00
Hardcopy Book, Online Exam
$66.00
Course Details
Finance
Interpretation of Financial Statements #363624
Course Credits:
CPA: 11
CFP®: 7.5
CDFA®: 11
CIMA/CPWA/RMA: 11
Online Book, Online Exam
$79.00
Hardcopy Book, Online Exam
$97.00
Course Details
Investment Planning
Investing Guidebook #361926
Course Credits:
CPA: 7
CFP®: 5.5
CDFA®: 7
Online Book, Online Exam
$59.00
Hardcopy Book, Online Exam
$74.00
Course Details
Tax
Keeping Taxpayer Data Secure #292226-2
Course Credits:
CPA: 3
CFP®: 2
EA / OTRP: 3
CDFA®: 3
Online Book, Online Exam
$35.00
Hardcopy Book, Online Exam
$47.00
Course Details
Insurance Planning
Long Term Care Planning #290826
Course Credits:
CPA: 5.5
CFP®: 4.5
CDFA®: 5.5
Online Book, Online Exam
$51.00
Hardcopy Book, Online Exam
$66.00
Course Details
Financial Planning
No Fight Divorce #296326
Course Credits:
CDFA®: 5
Online Book, Online Exam
$59.00
Hardcopy Book, Online Exam
$75.00
Course Details
Financial Planning
Organizing and Planning for a Divorce #296226
Course Credits:
CDFA®: 5.5
Online Book, Online Exam
$59.00
Hardcopy Book, Online Exam
$75.00
Course Details
Insurance Planning
Personal Life Insurance Planning #290426
Course Credits:
CPA: 4
CFP®: 2.5
CDFA®: 4
IAR/FINRA: 2
Online Book, Online Exam
$45.00
Hardcopy Book, Online Exam
$57.00
Course Details
Financial Planning
Principles of Wealth Management #291226
Course Credits:
CPA: 9.5
CFP®: 7
CDFA®: 9
IAR/FINRA: 6
Online Book, Online Exam
$69.00
Hardcopy Book, Online Exam
$87.00
Course Details
Investment Planning
Real Estate Investing #374225
Course Credits:
CPA: 7
CFP®: 5.5
CDFA®: 7
CIMA/CPWA/RMA: 7
Online Book, Online Exam
$59.00
Hardcopy Book, Online Exam
$74.00
Course Details
Financial Planning
Rebuilding After Divorce #296426
Course Credits:
CFP®: 1
CDFA®: 1
Online Book, Online Exam
$19.00
Hardcopy Book, Online Exam
$29.00
Course Details
Financial Planning
The M Word: The Money Talk Every Family Needs to Have About Wealth and Their Financial Future #195124
Course Credits:
CFP®: 7.5
CDFA®: 7.5
Online Book, Online Exam
$69.00
Hardcopy Book, Online Exam
$84.00
Course Details
Financial Planning
Wealth Management #367925
Course Credits:
CPA: 8
CFP®: 6
CDFA®: 8
CIMA/CPWA/RMA: 8
Online Book, Online Exam
$65.00
Hardcopy Book, Online Exam
$83.00
Course Details
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