Products
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All Courses, NASBA Certified, Webinars (SIM), Course Bundles, Lifecycle Financial Planning, Quarterly Tax Updates
Quarterly Webinars for Financial Advisors
BundleThree 4-hour LIVE webinars | Q2, Q3, & Q4 2025 | 12 NASBA Credits (Finance)
$387
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All Courses, NASBA Certified, CFP Certified, Lifecycle Financial Planning
Lifecycle Financial Planning: Unique Tax Attributes of Different Entity Types for Entrepreneurs (QAS)
Course2.5 NASBA QAS Credits (Taxes) • 2.0 CFP CE Credits (Tax Planning) • 2.0 IRS Credits (Federal Taxation)
$79
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All Courses, Lifecycle Financial Planning
Lifecycle Financial Planning: Tax Planning - Qualified Business Income Deduction (QAS)
Course1.0 NASBA QAS Credits (Taxes) • 1.0 CFP CE Credits (Tax Planning) • 1.0 IRS Credits (Federal Taxation)
$29
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All Courses, Lifecycle Financial Planning
Lifecycle Financial Planning - Getting Money to Small Business Owners (QAS)
Course2.0 NASBA Credits (Taxes) • 1.5 CFP CE Credits (Tax Planning) • 2.0 IRS Credits (Federal Taxation)
$69
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All Courses, NASBA Certified, CFP Certified, Self Study (QAS), Lifecycle Financial Planning
Lifecycle Financial Planning - Assessing Client Needs & Building a Plan (QAS)
Course2.0 NASBA QAS Credits (Finance) • 1.5 CFP CE Credits (Financial Planning Process)
$69
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All Courses, NASBA Certified, CFP Certified, Self Study (QAS), Lifecycle Financial Planning
2021-LFP02: Lifecycle Financial Planning - Behavioral Biases (QAS)
CourseIn this course, we will explore how we make decisions with less than perfect information. Through real-life examples and case studies, we will examine common behavioral biases and how to deal with them.
$29