Financial Planning
CPE Courses for CPAs
Upcoming Financial Planning Webinars
VirtualThe Generation-Skipping Transfer Tax and Dynasty Trusts 25-26 | 131983
Jan. 20, 2026 | 8–11:30 a.m. PT
CPE: 4
- Virtual
Estate Planning: A Comprehensive Overview 25-26 | 132236
Jan. 21, 2026 | 6 a.m.–1:30 p.m. PT
CPE: 8
- Virtual
Estate Planning: A Comprehensive Overview 25-26 | 132240
Jan. 21, 2026 | 8 a.m.–3:30 p.m. PT
CPE: 8
- Virtual
Titans Annual Federal Tax Planning: Business & Estate Update 25-26 | 132971
Jan. 21, 2026 | 8 a.m.–3:30 p.m. PT
CPE: 8
- Virtual
Wealth Wednesday: 1031 and 721 Exchanges Using Delaware Statutory Trusts 2026 | 138143
Jan. 21, 2026 | 12–1 p.m. PT
CPE: 1
- Virtual
WW: 1031 and 721 Exchanges Using Delaware Statutory Trusts 2026 (no cpe) | 138144
Jan. 21, 2026 | 12–1 p.m. PT
- Virtual
Divorce Concerns: Taxes, Valuation, Finances, Retirement, & Obligations 25-26 | 132331
Jan. 22, 2026 | 6 a.m.–1:30 p.m. PT
CPE: 8
- Virtual
Retirement Advising: Accumulation and Decumulation Strategies 25-26 | 131962
Jan. 22, 2026 | 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.
