Financial Planning
CPE Courses for CPAs
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.
Upcoming Financial Planning Webinars
VirtualComprehensive Roth IRA Strategies Analysis 25-26 | 132366
June 30, 2025 | 8–10 a.m. PT
CPE: 2
- Virtual
Don Farmer’s Tax Ninja: Essential Principles of Taxation 2025 | 134044
July 9, 2025 | 10:30 a.m.–1:30 p.m. PT
CPE: 4
- Virtual
Top 10 Things to Know About Estate Taxation & Planning 25-26 | 132150
July 16, 2025 | 6 a.m.–1:30 p.m. PT
CPE: 8
- Virtual
Living Trust Administration Workshop 25-26 | 132594
July 16, 2025 | 6 a.m.–1:30 p.m. PT
CPE: 8
- Virtual
Top 10 Things to Know About Estate Taxation & Planning 25-26 | 132154
July 16, 2025 | 8 a.m.–3:30 p.m. PT
CPE: 8
- Virtual
Living Trust Administration Workshop 25-26 | 132598
July 16, 2025 | 8 a.m.–3:30 p.m. PT
CPE: 8
- Virtual
Global Mobility from a Tax Perspective 25-26 | 132731
July 21, 2025 | 9–10 a.m. PT
CPE: 1
- Virtual
Fiduciary Taxation Part 1: Introduction to Form 1041 25-26 | 132687
July 22, 2025 | 8–10 a.m. PT
CPE: 2
