CFP® Courses

Key Words
Licenses
Course Credits
1 ‐ 44
-
Subject
State

All Beacon Hill courses are shown in alphabetical order.

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 Planning Tax Strategies #491124
Course Credits:
CPA: 19.5
CFP®: 14.5
EA / OTRP: 19
Online Book, Online Exam
$135.00
Hardcopy Book, Online Exam
$165.00
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
Executor’s Guide #195724
Course Credits:
CFP®: 11
Online Exam ONLY (You Have Book)
$89.00
Hardcopy Book, Online Exam
$134.00
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 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 Income Tax Update (2024-2023) #491824
Course Credits:
CPA: 6
CFP®: 6
EA / OTRP: 6
Online Book, Online Exam
$54.00
Hardcopy Book, Online Exam
$69.00
Course Details
Tax
Federal Income Tax Update 2025-2024 #491825
Course Credits:
CPA: 6
CFP®: 6
EA / OTRP: 6
Online Book, Online Exam
$54.00
Hardcopy Book, Online Exam
$69.00
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
Tax
Financial Planning Tax Strategies #490524
Course Credits:
CPA: 14.5
CFP®: 10
EA / OTRP: 14
Online Book, Online Exam
$99.00
Hardcopy Book, Online Exam
$129.00
Course Details
Goals-Based Investing #195922
Course Credits:
CFP®: 5.5
Online Exam ONLY (You Have Book)
$59.00
Hardcopy Book, Online Exam
$87.00
Course Details
Tax
Guide to Federal Individual and Corporate Taxation #491924-2
Course Credits:
CPA: 33.5
CFP®: 24.5
EA / OTRP: 33
Online Book, Online Exam
$199.00
Hardcopy Book, Online Exam
$229.00
Course Details
Investment Planning
Guide to the Financial Markets #374724
Course Credits:
CPA: 3
CFP®: 2
CDFA®: 3
IWI/CIMA®: 3
Online Book, Online Exam
$35.00
Hardcopy Book, Online Exam
$47.00
Course Details
Tax
Health Savings Accounts #298625
Course Credits:
CPA: 1.5
CFP®: 1
EA / OTRP: 1
Online Book, Online Exam
$19.00
Hardcopy Book, Online Exam
$31.00
Course Details
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