Financial Planning
CPE Courses for CPAs
Upcoming Financial Planning Webinars
VirtualTax Aspects of Stock Investing 25-26 | 131973
Aug. 7, 2025 | 8–11:30 a.m. PT
CPE: 4
- Virtual
Fiduciary Accounting Part 3: Special Accounting Elections & Distributions 25-26 | 132682
Aug. 7, 2025 | 8–10 a.m. PT
CPE: 2
- Virtual
Fiduciary Accounting Part 4: The New Frontier—Total Return Trusts 25-26 | 132685
Aug. 7, 2025 | 10 a.m.–12 p.m. PT
CPE: 2
- Virtual
Income Tax Planning for Bond Investments 25-26 | 131977
Aug. 8, 2025 | 8–11:30 a.m. PT
CPE: 4
- Virtual
Form 706 Preparation Part 1: Overview Including Portability 25-26 | 132216
Aug. 12, 2025 | 8–10 a.m. PT
CPE: 2
- Virtual
Form 706 Preparation Part 2: Reporting Assets 25-26 | 132220
Aug. 12, 2025 | 10 a.m.–12 p.m. PT
CPE: 2
- Virtual
Social Security Basics and Strategies for Maximizing Benefits 25-26 | 131935
Aug. 13, 2025 | 6 a.m.–1:30 p.m. PT
CPE: 8
- Virtual
Social Security Basics and Strategies for Maximizing Benefits 25-26 | 131939
Aug. 13, 2025 | 8 a.m.–3:30 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.
