Personal Financial Planning Online CPE

Whether looking for income tax, retirement, estate, risk management/insurance or investment planning or anything in between, we have options for you including systematic CPE education curriculums, high level CPE overviews, or publications on specific areas providing continuing professional development (CPD) for your CPA/PFS.

These publications do not include CPE for your CPA license, but reading them will qualify for Continuing Professional Development (CPD) for the CPA/PFS credential initial and ongoing requirements.