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 | |
---|---|---|---|---|---|
2023 Estate & Financial Planning Quarterly Update (Spring) | Klaralee Charlton | 2 | Update | $67 | add to cartSold Out |
Common Frauds in Small Businesses | Robert Minniti | 2 | Basic | $62 | add to cartSold Out |
Help Clients Deal with Tax Law Challenges: Using Practical Planning Strategies | Steven Siegel | 2 | Basic | $67 | add to cartSold Out |
Small Business Issues in Today's Market | David Osburn | 2 | Basic | $62 | add to cartSold Out |
Understanding the Federal Gift Tax | Steven Siegel | 2 | Overview | $67 | add to cartSold Out |
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