Financial Planning
CPE Courses for CPAs
Upcoming Financial Planning Webinars
VirtualPension and Profit-Sharing Plan Strategies 25-26 | 132584
Aug. 27, 2025 | 6 a.m.–1:30 p.m. PT
CPE: 8
- Virtual
Audits of 401k Plans 25-26 | 131849
Aug. 27, 2025 | 8 a.m.–3:30 p.m. PT
CPE: 8
- Virtual
Pension and Profit-Sharing Plan Strategies 25-26 | 132587
Aug. 27, 2025 | 8 a.m.–3:30 p.m. PT
CPE: 8
- Virtual
Form 1041 Advanced Series Part 1: Why Complex Trusts are Complicated 25-26 | 132699
Sept. 2, 2025 | 8–10 a.m. PT
CPE: 2
- Virtual
Form 1041 Advanced Series Part 2: Cash & Property Distribution Issues 25-26 | 132702
Sept. 2, 2025 | 10 a.m.–12 p.m. PT
CPE: 2
- Virtual
Form 1041 Advanced Series Part 3: Sec.199, Sec.67g & Charitable Deductions 25-26 | 132705
Sept. 4, 2025 | 8–10 a.m. PT
CPE: 2
- Virtual
Form 1041 Advanced Series Part 4: Post Mortem Considerations 25-26 | 132708
Sept. 4, 2025 | 10 a.m.–12 p.m. PT
CPE: 2
- Virtual
ABC Trust Planning and the Portable Exclusion 25-26 | 131946
Sept. 18, 2025 | 6 a.m.–1:30 p.m. PT
CPE: 8
Stay Ahead with Financial Planning CPE Courses for California CPAs
Earn CPE credit while sharpening your expertise in trusts and estate planning, retirement and pensions, and financial planning and insurance. Our expert-led webinars deliver timely insights, California-specific guidance, and flexible learning options—live or on demand. Stay ahead of regulatory changes and client expectations with high-impact courses designed for today’s CPAs.
