Products
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All Courses, Client Advisory Services (CAS)
Exploring Client Advisory Services - Working with Foreign Contractors (QAS)
Course1.0 NASBA QAS Credits (Taxes) 1.0 IRS Credits (Tax Planning) 1.0 CFP: 1.0 QAS (Federal Taxation)
$29
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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
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All Courses, NASBA Certified, Self Study (QAS), Lifecycle Financial Planning
Lifecycle Financial Planning - Calculating Education Needs, the FAFSA, & Education Credits (QAS)
Course0.5 (Taxes) and 0.5 (Finance) NASBA QAS Credits • 1.0 CFP CE Credits (Education Planning)
$29
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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
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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
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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