Financial Planning
CPE Courses for CPAs
Upcoming Financial Planning Webinars
VirtualRetirement Advising: Accumulation and Decumulation Strategies 25-26 | 131965
Oct. 29, 2025 | 8 a.m.–3:30 p.m. PT
CPE: 8
- Virtual
Retirement Distributions: Planning Options 25-26 | 132143
Oct. 30, 2025 | 6 a.m.–1:30 p.m. PT
CPE: 8
- Virtual
Retirement Distributions: Planning Options 25-26 | 132147
Oct. 30, 2025 | 8 a.m.–3:30 p.m. PT
CPE: 8
- Virtual
California Fiduciary Taxes Part 2: California Throwback Rules 25-26 | 132714
Oct. 30, 2025 | 10 a.m.–12 p.m. PT
CPE: 2
- Virtual
Leaving Hotel California: Nexus Overview 25-26 | 132727
Oct. 31, 2025 | 9–10 a.m. PT
CPE: 1
- Virtual
Audits of 401k Plans 25-26 | 131850
Nov. 4, 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 | 132700
Nov. 4, 2025 | 8–10 a.m. PT
CPE: 2
- Virtual
Form 1041 Advanced Series Part 2: Cash & Property Distribution Issues 25-26 | 132703
Nov. 4, 2025 | 10 a.m.–12 p.m. PT
CPE: 2
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.
