Products
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All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Self Study (QAS)
Understanding Real Estate Taxation - Rental Activities & Material Participation Rules (QAS)
Course2.0 NASBA QAS Credits (Taxes) • 2.0 CFP CE Credits (Tax Planning)• 1.5 CFP CE Credits (Federal Taxation)
$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
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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