Financial Planning
CPE Courses for CPAs
Upcoming Financial Planning Webinars
VirtualABC Trust Planning and the Portable Exclusion 25-26 | 131946
Sept. 18, 2025 | 6 a.m.–1:30 p.m. PT
CPE: 8
- Virtual
ABC Trust Planning and the Portable Exclusion 25-26 | 131943
Sept. 18, 2025 | 8 a.m.–3:30 p.m. PT
CPE: 8
- Virtual
Comprehensive Roth IRA Strategies Analysis 25-26 | 132367
Sept. 19, 2025 | 8–10 a.m. PT
CPE: 2
- Virtual
Retirement Penalties and Rollover Issues 25-26 | 132159
Sept. 22, 2025 | 10 a.m.–12 p.m. PT
CPE: 2
- Virtual
Advanced Personal Financial Planning Update 25-26 | 131931
Sept. 23, 2025 | 6 a.m.–1:30 p.m. PT
CPE: 8
- Virtual
Advanced Personal Financial Planning Update 25-26 | 131928
Sept. 23, 2025 | 8 a.m.–3:30 p.m. PT
CPE: 8
- Virtual
Fiduciary Taxation Part 1: Introduction to Form 1041 25-26 | 132688
Sept. 23, 2025 | 8–10 a.m. PT
CPE: 2
- Virtual
Fiduciary Taxation Part 2: Fiduciary Accounting & Simple Trusts 25-26 | 132691
Sept. 23, 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.
