CFP

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 cart
Post Death IRA Transactions	Klaralee Charlton	2	Basic	$59	add to cart
Basic Concepts of Individual Taxation	Allison McLeod	3	Basic	$71	add to cart
Business Succession Planning Update: Saving the Goose that Lays the Golden Egg	Bradley Burnett	4	Update	$83	add to cart
Leadership Skill Training	David Osburn	2	Basic	$59	add to cart

Showing 1 to 5 of 5 entries

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By Course Category: Webinars (0); Self-Study Courses (5); Learning Paths (0)
By Course Format: On-demand (5); Downloadable PDF (0)
By Subject Area: Technology (0); Excel (0); Accounting & Auditing (1); CFO/Corporate Finance (2); Business Management and Organization (2); Ethics (0); Taxation (4); Government (0); Yellow Book (0); Tax Legislation and Updates (0); Federal Tax - Individuals (2); Premium (0); Real Estate and Construction (0); Wealth Management (3); Federal Tax - Business (1); Personal Development (1); Audit Staff Level Training (0); QuickBooks (0); State Tax (0); Sales & Use Tax (0); Nonprofit (0); Fraud (1); Accounting, Audit & Finance (0); Tax Legislation (2); International Tax (0); A&A Updates (0); Popular (0)
By Course Level: Advanced (0); Intermediate (0); Overview (0); Update (1); Basic (4)
By License: CFP (5); CTEC (391); EA (386); OTRP (462); CFE (4)

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