CFP® Courses
| Course | CPA | CFP® | CDFA® | IAR | EA | ERPA | CIMA/IWI | From | |
|---|---|---|---|---|---|---|---|---|---|
 1040 Workshop #496626-2 | 24.5 | 18.5 | 20 | – | 24 | – | – | $164.00 | Details |
| – | 9 | 9 | – | – | – | – | $79.00 | Details | |
| 29 | 21 | – | – | – | – | – | $189.00 | Details | |
| 36 | 28 | – | – | – | – | – | $199.00 | Details | |
 Annuities #290126 | 7 | 5 | 7 | 4 | – | – | – | $59.00 | Details |
| 17.5 | 12 | – | – | 17 | – | – | $125.00 | Details | |
| 4 | 3.5 | – | – | 4 | – | – | $45.00 | Details | |
 Business Insurance Overview #366024 | 3 | 2 | – | – | – | – | – | $35.00 | Details |
Business Valuation #365624-2 | 3 | 2 | 3 | 2 | – | – | – | $35.00 | Details |
 CFP Board Ethics #100125-2 | – | 2 | 2 | 2 | – | – | 2 | $30.00 | Details |
| 1 | 0.5 | – | – | 1 | – | – | $15.00 | Details | |
 Child and Spousal Support #296626 | – | 1 | 1 | – | – | – | – | $19.00 | Details |
| – | 9 | 9 | – | – | – | – | $79.00 | Details | |
Complete Divorce Guide #296126 | – | 7 | 7 | – | – | – | – | $69.00 | Details |
| 24 | 22 | – | – | 24 | – | – | $164.00 | Details | |
| 31.5 | 22 | – | – | 31 | 31 | – | $199.00 | Details | |
 Divorce Tax Planning #491026 | 15.5 | 10 | 16 | – | 15 | – | – | $109.00 | Details |
| 2 | 2 | 2 | – | 2 | – | – | $25.00 | Details | |
Economic Indicators #375726-3 | 2.5 | 1.5 | 2.5 | 1.5 | – | – | 2.5 | $29.00 | Details |
Education Tax Benefits #291326 | 5.5 | 3.5 | – | 3 | 5 | – | – | $49.00 | Details |
 Effective Negotiation #367625-2 | 5 | 4 | – | – | – | – | – | $49.00 | Details |
| – | 14 | 14 | – | – | – | – | $99.00 | Details | |
 Essentials of Life Insurance #366126 | 2 | 1.5 | 2 | – | – | – | – | $25.00 | Details |
Essentials of Long-Term Care #379524-2 | 2 | 1.5 | – | 1.5 | – | – | – | $25.00 | Details |
 Estate Planning Fundamentals #360426 | 6 | 4.5 | 6 | – | – | – | 6 | $54.00 | Details |
| 19.5 | 14.5 | – | – | 19 | – | – | $135.00 | Details | |
Estate Tax Planning #290326 | 4.5 | 3 | 4 | 2.5 | 4 | – | – | $45.00 | Details |
 Executor’s Guide #195724 | – | 11 | – | – | – | – | – | $89.00 | Details |
| – | 11 | 11 | – | – | – | – | $109.00 | Details | |
Family Tax Planning #491526 | 2 | 2 | 2 | – | 2 | – | – | $25.00 | Details |
Federal Income Tax Changes 2026 #291726-2 | 4 | 3 | 4 | 3 | 4 | – | – | $45.00 | Details |
| 6.5 | 5 | 6 | – | 6 | – | 4.5 | $54.00 | Details | |
| 6 | 6 | – | – | 6 | – | – | $54.00 | Details | |
| 3.5 | 2 | 3 | 2 | 3 | 3 | – | $39.00 | Details | |
| – | 15.5 | 15.5 | – | – | – | – | $119.00 | Details | |
| 14.5 | 10 | – | – | 14 | – | – | $99.00 | Details | |
 Goals-Based Investing #195922 | – | 5.5 | – | – | – | – | – | $59.00 | Details |
| 34 | 24.5 | – | – | 34 | – | – | $199.00 | Details | |
| 1 | 0.5 | – | 0.5 | 1 | 1 | – | $15.00 | Details | |
| 3 | 2 | 3 | – | – | – | 3 | $35.00 | Details | |
Health Savings Accounts #298626 | 1.5 | 1 | – | – | 1 | – | – | $19.00 | Details |
Home Office Deduction #291826 | 3 | 2 | – | – | 3 | – | – | $35.00 | Details |
 Individual Retirement Accounts #290526-2 | 5.5 | 4 | 5.5 | 3.5 | – | – | – | $51.00 | Details |
| 6 | 4.5 | – | – | 6 | – | – | $54.00 | Details | |
| 11 | 7.5 | 11 | – | – | – | 11 | $79.00 | Details | |
Investing Guidebook #361926 | 7 | 5.5 | 7 | – | – | – | – | $59.00 | Details |
Investing in Alternative Assets #377524-2 | 2 | 1.5 | – | 1.5 | – | – | – | $25.00 | Details |
Keeping Taxpayer Data Secure #292226-2 | 3 | 2 | 3 | – | 3 | – | – | $35.00 | Details |
Long Term Care Planning #290826 | 5.5 | 4.5 | 5.5 | – | – | – | – | $51.00 | Details |
| 3 | 2 | – | – | 3 | – | – | $35.00 | Details |
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