Financial Planning Curriculum

Featured Courses

College Planning Basics with Gary Carpenter, CPA, CCA, CCPS | CPE: 4
5/30 » 8:30 a.m. Webcast

The Portable Exclusion, Marital Deduction and Future of Survivor's and Bypass Trusts Planning with J. Randall (Randy) Gardner, CPA, CFP, J.D. | CPE: 8
6/3 » 8:30 a.m. CalCPA HQ | Webcast

Retirement Advising: Accumulation and Decumulation Strategies with J. Randall (Randy) Gardner, CPA, CFP, J.D. | CPE: #
6/4 » 8:30 a.m. CalCPA HQ | Webcast

Advanced Planning With Trusts with Jacob Stein, Esq., J.D., LL.M. | CPE: 2
6/11 » 10 a.m. Webcast

Understanding Form 5500 with Mark W. Clark, APA, QPA | CPE: 4
6/12 » 8:30 a.m. Webcast

Financial and Tax Planning for Divorce: Identifying Pitfalls and Developing Practical Solutions with Jeffrey H. Rattiner, CPA, CFP, MBA | CPE: 8
6/17 » 8:30 a.m. CalCPA HQ | Webcast