The following courses are accepted by the CFP Board. To view your specific license requirements, please visit Compliance Manager.
| Title | Date | Instructor | Credit | Level | Fee | ||
|---|---|---|---|---|---|---|---|
| Gift Tax Biggest Reporting Issues and Mistakes | Mar 7 2025 | Klaralee Charlton | 2 | Basic | $106 | add to cartSold Out | |
| Common Estate Planning Mistakes and How to Avoid Them | Mar 27 2025 | Steven Siegel | 2 | Basic | $106 | add to cartSold Out | |
| Estate Administration Process: A Practitioner’s Guide | Oct 25 2025 | Klaralee Charlton | 2 | Basic | $100 | add to cartSold Out | |
| Family Trusts: Planning to Preserve, Protect and Transfer Wealth for Your Clients | Oct 25 2025 | Steven Siegel | 2 | Basic | $100 | add to cartSold Out | |
| Funding the Marital Share | Oct 25 2025 | Klaralee Charlton | 2 | Intermediate | $100 | add to cartSold Out |
| 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 |
