CFP® Courses

Key Words
Licenses
Course Credits
0.5 ‐ 44
-
Subject
State

All Beacon Hill courses are shown in alphabetical order.

Goals-Based Investing #195922
Course Credits:
CFP®: 5.5
Online Exam ONLY (You Have Book/eBook)
$59.00
Hardcopy Book, Online Exam
$85.00
Course Details
Tax
Guide to Federal Individual and Corporate Taxation #491925
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 #298626
Course Credits:
CPA: 1.5
CFP®: 1
EA / OTRP: 1
Online Book, Online Exam
$19.00
Hardcopy Book, Online Exam
$31.00
Course Details
Tax
Home Office Deduction #291826
Course Credits:
CPA: 3
CFP®: 2
EA / OTRP: 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
Information Technology
Information Security: Basic Safeguards #700824
Course Credits:
CPA: 6
CFP®: 4.5
EA / OTRP: 6
Online Book, Online Exam
$54.00
Hardcopy Book, Online Exam
$69.00
Course Details
Finance
Interpretation of Financial Statements #363624
Course Credits:
CPA: 11
CFP®: 7.5
CDFA®: 11
IWI/CIMA®: 11
Online Book, Online Exam
$79.00
Hardcopy Book, Online Exam
$97.00
Course Details
Investment Planning
Investing Guidebook #361925
Course Credits:
CPA: 7
CFP®: 5.5
CDFA®: 7
Online Book, Online Exam
$59.00
Hardcopy Book, Online Exam
$74.00
Course Details
Investment Planning
Investing in Alternative Assets #377524
Course Credits:
CPA: 2
CFP®: 1.5
Online Book, Online Exam
$25.00
Hardcopy Book, Online Exam
$37.00
Course Details
Tax
Keeping Taxpayer Data Secure #292226
Course Credits:
CPA: 3
CFP®: 2
EA / OTRP: 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
Tax
Navigating Form 1040 Schedule C #292026
Course Credits:
CPA: 3
CFP®: 2
EA / OTRP: 3
Online Book, Online Exam
$35.00
Hardcopy Book, Online Exam
$47.00
Course Details
Tax
Partnership Taxation #492725
Course Credits:
CPA: 13.5
CFP®: 7.5
EA / OTRP: 13
Online Book, Online Exam
$95.00
Hardcopy Book, Online Exam
$125.00
Course Details
Tax
Pass-Through Business Deduction #496725
Course Credits:
CPA: 2
CFP®: 1
EA / OTRP: 2
Online Book, Online Exam
$25.00
Hardcopy Book, Online Exam
$37.00
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
Financial Planning
Private Wealth Management #194219
Course Credits:
CFP®: 28
Online Exam ONLY (You Have Book/eBook)
$169.00
Hardcopy Book, Online Exam
$258.00
Course Details
1 2 3 4