The following courses are accepted by the CFP Board. To view your specific license requirements, please visit Compliance Manager.
Title | Author | Credit | Level | Fee | |
---|---|---|---|---|---|
Small Business Retirement Plans: Picking the Best Plan for Your Client | Greg White | 2 | Basic | $59 | add to cartSold Out |
Post Death IRA Transactions | Klaralee Charlton | 2 | Basic | $59 | add to cartSold Out |
Basic Concepts of Individual Taxation | Allison McLeod | 3 | Basic | $71 | add to cartSold Out |
Business Succession Planning Update: Saving the Goose that Lays the Golden Egg | Bradley Burnett | 4 | Update | $83 | add to cartSold Out |
Leadership Skill Training | David Osburn | 2 | Basic | $59 | add to cartSold Out |
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