The following courses are accepted by the CFP Board. To view your specific license requirements, please visit <a href="/compliance">Compliance Manager</a>.
Title | Author | Credit | Level | Fee | |
---|---|---|---|---|---|
2022 Social Security and Medicare Planning Update (Fall) | Steven Siegel | 2 | Update | $67 | add to cartSold Out |
2023 Estate & Financial Planning Quarterly Update (Spring) | Klaralee Charlton | 2 | Update | $67 | add to cartSold Out |
Charitable Remainder Trusts and Preparing Form 5227 | Steven Siegel | 2 | Intermediate | $67 | add to cartSold Out |
Funding the Marital Share | Klaralee Charlton | 2 | Intermediate | $67 | add to cartSold Out |
Preparation of State Level Estate Tax Returns | Klaralee Charlton | 2 | Intermediate | $67 | add to cartSold Out |
Social Security and Medicare Planning Quarterly Update (Spring 2023) | Steven Siegel | 2 | Update | $67 | add to cartSold Out |
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