Financial Planning
CPE Courses for CPAs
Upcoming Financial Planning Webinars
VirtualDivorce Concerns: Taxes, Valuation, Finances, Retirement, & Obligations 25-26 | 132330
Oct. 21, 2025 | 6 a.m.–1:30 p.m. PT
CPE: 8
- Virtual
Divorce Concerns: Taxes, Valuation, Finances, Retirement, & Obligations 25-26 | 132333
Oct. 21, 2025 | 8 a.m.–3:30 p.m. PT
CPE: 8
- Virtual
Real Estate Taxation Full Circle 25-26 | 131952
Oct. 22, 2025 | 6 a.m.–1:30 p.m. PT
CPE: 8
- Virtual
Real Estate Taxation Full Circle 25-26 | 131949
Oct. 22, 2025 | 8 a.m.–3:30 p.m. PT
CPE: 8
- Virtual
Wealth Wednesday: Advanced Issues - Estate Debt & Multiple Successors 2025 | 134365
Oct. 22, 2025 | 12–2 p.m. PT
CPE: 2
- Virtual
Wealth Wednesday: Estate Debt & Multiple Successors (no cpe) 2025 | 134366
Oct. 22, 2025 | 12–2 p.m. PT
- Virtual
Tax Aspects of Stock Investing 25-26 | 131974
Oct. 27, 2025 | 8–11:30 a.m. PT
CPE: 4
- Virtual
Tax Issues with Transferring U.S. Assets Offshore 2025 | 134100
Oct. 27, 2025 | 9–11 a.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.
