Products
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All Courses, NASBA Certified, CFP Certified, Self Study (QAS), Lifecycle Financial Planning
Lifecycle Financial Planning - Investment Policy Statements & Portfolio Risk (QAS)
Course1.5 NASBA QAS Credits (Finance) • 1.0 CFP CE Credits (Portfolio development and analysis)
$49
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All Courses, NASBA Certified, CFP Certified, Self Study (QAS), Lifecycle Financial Planning
Lifecycle Financial Planning: Retirement Planning - IRAs (QAS)
Course1.0 NASBA QAS Credits (Taxes); 1.0 CFP QAS CE (Tax Planning)
$29
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All Courses, NASBA Certified, CFP Certified, Self Study (QAS), Lifecycle Financial Planning
Lifecycle Financial Planning - Social Security & Medicare: Tax and Financial Planning Basics
Course5.5 NASBA QAS Credits (Taxes) • 4.0 CFP CE Credits(Tax Planning)
$159
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All Courses, CFP Certified, IRS EA Certified, Self Study (QAS), Lifecycle Financial Planning
Lifecycle Financial Planning: Tax Planning - Rental Real Estate (QAS)
Course4.0 NASBA QAS Credits (Taxes) • 3.0 CFP CE Credits (Tax Planning) • 4.0 IRS Credits (Federal Taxation)
$119
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All Courses, NASBA Certified, CFP Certified, Self Study (QAS)
Retaining Talent in a Competitive Marketplace - Creating a Benefits Program Employees Care About (QAS)
Course5.5 NASBA QAS Credits (Personnel/Human Resources – Non-technical) • 4.0 CFP CE Credits (Fundamental & Current Tax Law)
$159
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All Courses, NASBA Certified, CFP Certified, Self Study (QAS)
A Controller's Guide to Assessing the Risk of Your Organization - Coverages and Exclusions for Basic Business Policies (QAS)
Course2.5 NASBA Credits (Management Services – Technical) • 2.0 CFP Credits (Business owner insurance solutions)
$69