Products
-
.png)
All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Self Study (QAS), Client Advisory Services (CAS)
Exploring Client Advisory Services - 2024 Tax Update (QAS)
Course5.5 NASBA QAS Credits (Taxes) • 5.0 CFP CE Credits (Tax Planning) • 4.0 IRS Credits (Federal Taxation)
$159
-
.png)
All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Self Study (QAS), Client Advisory Services (CAS)
Exploring Client Advisory Services: Tax Due Dates & Penalties (QAS)
Course1.0 NASBA QAS Credits (Taxes) • 1.0 CFP CE Credits (Tax Planning) • 1.0 IRS Credits (Federal Taxation)
$29
-
All Courses, NASBA Certified, CFP Certified, Self Study (QAS)
Lifecycle Financial Planning: Investment Planning - Alternative Investments (QAS)
Course1.0 NASBA QAS Credits (Finance) • 1.0 CFP CE Credits (Investment Planning)
$29
-
All Courses, NASBA Certified, CFP Certified, Self Study (QAS)
Lifecycle Financial Planning - Disability Insurance (QAS)
Course1.0 NASBA QAS Credits (Personnel/Human Resources) • 1.0 CFP CE Credits (Insurance Planning)
$29
-
All Courses, NASBA Certified, CFP Certified, Self Study (QAS)
Lifecycle Financial Planning: Distribution Planning - Theories & Concepts (QAS)
Course1.0 NASBA QAS Credits (Finance) • 1.0 CFP CE Credits (Income Planning)
$29
-
All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Self Study (QAS)
Lifecycle Financial Planning – Qualified Retirement Plans (QAS)
Course2.5 NASBA QAS Credits (Taxes) • 2.0 CFP CE Credits (Qualified Plan Rules and Options) • 2.0 IRS CE Credits (Federal Taxation)
$79