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(5 Classes)
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(5 Classes)
Live Training(5 Results)
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(29 eLearning Courses)
online Courses(29 Results)
E-learning bundles& Video Collections
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Course ID: 258095
Inherited IRAs in Estate Planning
Inherited IRAs in Estate Planning (76805)
Next Event Date
04/01/2019 10:00 AM EST
Next Event Date
04/01/2019 10:00 AM EST
Duration
1 day
Duration
1 day
Price: $339
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Course ID: 258494
Estate Plan Fundamentals for Farmers
Learn practical farm succession planning techniques to ensure your client's farm goes to the right r...
Next Event Date
03/19/2019 1:00 PM ET
Next Event Date
03/19/2019 1:00 PM ET
Duration
1/2 days
Duration
1/2 days
Price: $199
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Course ID: 273615
Using LLCs to Protect Assets: Start to Finish
Using LLCs to Protect Assets: Start to Finish (79511)
Next Event Date
04/04/2019 10:00 AM EST
Next Event Date
04/04/2019 10:00 AM EST
Duration
1 day
Duration
1 day
Price: $339
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Course ID: 283490
Structuring IRA Trusts in 5 Simple Steps
Structuring IRA Trusts in 5 Simple Steps (81974)
Next Event Date
03/06/2019 1:00 PM EST
Next Event Date
03/06/2019 1:00 PM EST
Duration
1 day
Duration
1 day
Price: $209
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Course ID: 283529
Wills: The Ultimate Guide
Wills: The Ultimate Guide (81967)
Next Event Date
04/12/2019 10:00 AM EST
Next Event Date
04/12/2019 10:00 AM EST
Duration
1 day
Duration
1 day
Price: $339
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Course ID: 260139
CFP EssentialPLUS 104: Tax Planning
<strong>Earn Your Certified Financial Planner (CFP) Designation!</strong><br><br>This OnDemand class allows you to learn from a qualified instructor without the need to adhere to a live class schedule...
Duration
n/a
Duration
n/a
Price: $749
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Course ID: 260137
CFP EssentialPLUS 102: Risk Management, Insurance, and Employee Benefits
<strong>Earn Your Certified Financial Planner (CFP) Designation!</strong><br><br>This OnDemand class allows you to learn from a qualified instructor without the need to adhere to a live class schedule...
Duration
n/a
Duration
n/a
Price: $749
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Course ID: 260131
CFP 102: Risk Management, Insurance, and Employee Benefits
<strong>Earn Your Certified Financial Planner (CFP) Certification!</strong><br><br>CFP 102 considers risk management principles and the various types of insurance coverage in the marketplace today, fo...
Duration
n/a
Duration
n/a
Price: $549
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Course ID: 283262
Qualified Financial Advisor (QFA)
Qualified Financial Advisor (QFA)
Duration
n/a
Duration
n/a
Price: $599
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Course ID: 260136
CFP EssentialPLUS 101: General Financial Planning Principles, Professional Conduct, and Regulation
<strong>Earn Your Certified Financial Planner (CFP) Designation!</strong><br><br>This OnDemand class allows you to learn from a qualified instructor without the need to adhere to a live class schedule...
Duration
n/a
Duration
n/a
Price: $749
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Course ID: 260135
CFP 106: Estate Planning
<strong>Earn Your Certified Financial Planner (CFP) Certification!</strong><br><br>CFP 106 presents the challenges of effective estate planning raised by tax code changes. Once the wealth accumulation...
Duration
n/a
Duration
n/a
Price: $549
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Course ID: 260130
CFP 101: General Financial Planning Principles, Professional Conduct, and Regulation
<strong>Earn Your Certified Financial Planner (CFP) Certification!</strong><br><br>CFP 101 is an introduction to the concepts and profession of personal financial planning.<br><br>By taking this cours...
Duration
n/a
Duration
n/a
Price: $549
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Course ID: 260133
CFP 104: Tax Planning
<strong>Earn Your Certified Financial Planner (CFP) Certification!</strong><br><br>CFP 104 reveals effective income tax planning strategies, whether personal or related to an individual's business int...
Duration
n/a
Duration
n/a
Price: $549
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Course ID: 260142
CFP EssentialPLUS 107: Financial Plan Development
<strong>Earn Your Certified Financial Planner (CFP) Designation!</strong><br><br>This OnDemand class allows you to learn from a qualified instructor without the need to adhere to a live class schedule...
Duration
n/a
Duration
n/a
Price: $749
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Course ID: 260140
CFP EssentialPLUS 105: Retirement Savings And Income Planning
<strong>Earn Your Certified Financial Planner (CFP) Designation!</strong><br><br>This OnDemand class allows you to learn from a qualified instructor without the need to adhere to a live class schedule...
Duration
n/a
Duration
n/a
Price: $749
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Course ID: 260144
CFP® Premium On-Demand Review Study Solution
<strong>Earn The Certified Financial Planner (CFP®) Designation!</strong></p><p>This course is specifically designed to help professionals prepare for and pass the CFP® Certification Examination.</p><...
Duration
n/a
Duration
n/a
Price: $1348
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Course ID: 260141
CFP EssentialPLUS 106: Estate Planning
<strong>Earn Your Certified Financial Planner (CFP) Designation!</strong><br><br>This OnDemand class allows you to learn from a qualified instructor without the need to adhere to a live class schedule...
Duration
n/a
Duration
n/a
Price: $749
VIEW DETAILS
Course ID: 260138
CFP EssentialPLUS 103: Investment Planning
<strong>Earn Your Certified Financial Planner (CFP) Designation!</strong><br><br>This OnDemand class allows you to learn from a qualified instructor without the need to adhere to a live class schedule...
Duration
n/a
Duration
n/a
Price: $749
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Course ID: 260134
CFP 105: Retirement Savings and Income Planning
<strong>Earn Your Certified Financial Planner (CFP) Certification!</strong><br><br>CFP 105 deals with the single most important issue millions of people will be facing in the years to come: affording ...
Duration
n/a
Duration
n/a
Price: $549
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Course ID: 260132
CFP 103: Investment Planning
<strong>Earn Your Certified Financial Planner (CFP) Certification!</strong><br><br>CFP 103 follows sound investment principles as a primary means of wealth accumulation for financial planning clients....
Duration
n/a
Duration
n/a
Price: $549
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Course ID: 187550
Fast Track Retirement Planning
We are all (including tax practitioners) getting older, and the need for effective retirement planni...
Duration
n/a
Duration
n/a
Price: $179
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Course ID: 187554
Financial Tax Planning Mini Course
This mini-course integrates federal taxation with overall financial planning. The course explores ta...
Duration
n/a
Duration
n/a
Price: $80
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Course ID: 187547
Ethics Update for Texas CPAs
This course satisfies the Texas State Board of Accountancy four-hour ethics course requirement for R...
Duration
n/a
Duration
n/a
Price: $59
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Course ID: 186825
Certified Senior Advisor (CSA) Designation Program: Online Course
Over 10,000 Americans turn 60 each day, one of the most profound demographic developments we have ev...
Duration
n/a
Duration
n/a
Price: $1095
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Course ID: 187520
Accountant’s Guide to Retirement
This course is essential for participants who wish to attain a comfortable retirement for themselves...
Duration
n/a
Duration
n/a
Price: $133
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Course ID: 186039
Washington Client & Broker Agency
'This 7.5 hour course is valid for Washington and includes the following topics:*Common Law of Agenc...
Duration
n/a
Duration
n/a
Price: $49
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Course ID: 197744
Business Essentials: Financial Planning and Control
This course considers practical finance and accounting tools for decision-making within organization...
Duration
n/a
Duration
n/a
Price: $79
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Course ID: 187689
Accredited Investment Fiduciary (AIF) Web-based Program
The vast majority of fiduciaries receive little or no formal training, and what little is provided i...
Duration
n/a
Duration
n/a
Price: $1450
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Course ID: 187543
Ethics For Illinois CPAs
This course satisfies the Illinois Board of Accountancy four-hour ethics requirement for all license...
Duration
n/a
Duration
n/a
Price: $65
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Course ID: 187544
Ethics for NEW Texas CPAs
This course satisfies the Texas State Board of Accountancy four-hour ethics requirement for all NEW ...
Duration
n/a
Duration
n/a
Price: $65
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Course ID: 187545
Ethics for New York
This course is specifically applicable to New York licensed CPAs. It addresses the issues, developme...
Duration
n/a
Duration
n/a
Price: $65
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