Products
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All Courses
PPE Annual Pass
BundleUnlock access to our entire NASBA-certified course catalog for one unbeatable price.
$499
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All Courses, NASBA Certified, CFP Certified, IRS EA Certified, Self Study (QAS)
Lifecycle Financial Planning - Required Minimum Distributions (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, 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
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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, Webinars (SIM), Course Bundles, Client Advisory Services (CAS), Quarterly Tax Updates
Client Advisory Services Quarterly Tax Webinars
BundleThree 4-hour LIVE webinars | Q2, Q3, & Q4 2025 | 12 NASBA Credits (Taxes)
$387
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All Courses, NASBA Certified, Webinars (SIM), Course Bundles, Keeping Up with the Tax Code, Quarterly Tax Updates
Quarterly Individual Tax Webinars
BundleThree 4-hour LIVE webinars | Q2 2025, Q3 2025, & Q1 2026 | 12 NASBA Credits (Taxes)
$387