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Financial Planning Self-Study CPE Courses

Financial planning is a great service for practitioners to offer clients. Surgent’s finance CPE self-study courses cover everything you need to know about financial planning. With financial CPE courses that cover key investment tools like IRAs, 401(k)s, and life insurance, our CPE Self-Study courses will arm you with the knowledge to be a valued consultant to clients. No matter what area of finance CPE you want to learn about, you’ll find what you’re looking for at Surgent.


Surgent provides the highest-quality, most complete, and most convenient professional education programs in the industry — in a range of delivery formats that include live seminars, live webinars, on-demand webcasts, and downloadable self-study courses.

Course TitleFormatCreditsPrice 

Comparing and Contrasting Retirement Plans for Small- and Medium-Sized Businesses (CCSM)
Field of Study: Taxes (2)

Self-Study Webcasts

2

$89.00

Buy now

Tax Reporting for Executive Compensation (EXC2)
Field of Study: Taxes (2)

Self-Study Webcasts

2

$89.00

Buy now

This Year's Top Tax and Financial-Planning Ideas (IEF4)
Field of Study: Taxes (4)

Self-Study Download

4

$79.00

Buy now

This Year's Top Tax and Financial-Planning Ideas (IEF4)
Field of Study: Taxes (4)

Self-Study Textbook

4

$139.00

Buy now

This Year's Best Income Tax, Estate Tax, and Financial-Planning Ideas (IEFP)
Field of Study: Taxes (12)

Self-Study Download

12

$219.00

Buy now

This Year's Best Income Tax, Estate Tax, and Financial-Planning Ideas (IEFP)
Field of Study: Taxes (12)

Self-Study Textbook

12

$285.00

Buy now

Surgent's Individual and Financial-Planning Tax Camp (IFCP)
Field of Study: Taxes (8)

Self-Study Download

8

$159.00

Buy now

Surgent's Individual and Financial-Planning Tax Camp (IFCP)
Field of Study: Taxes (8)

Self-Study Textbook

8

$210.00

Buy now

Surgent's Individual and Financial-Planning Tax Camp (IFCP)
Field of Study: Taxes (8)

Self-Study Webcasts

8

$199.00

Buy now

A Guide to Nonqualified Deferred Compensation (NDC2)
Field of Study: Taxes (2)

Self-Study Webcasts

2

$89.00

Buy now

Real Estate Taxation: Critical Considerations (RET4)
Field of Study: Taxes (4)

Self-Study Download

4

$79.00

Buy now

Real Estate Taxation: Critical Considerations (RET4)
Field of Study: Taxes (4)

Self-Study Textbook

4

$139.00

Buy now

Real Estate Taxation: Critical Considerations (RET4)
Field of Study: Taxes (4)

Self-Study Webcasts

4

$129.00

Buy now

Real Estate Tax Boot Camp (RETC)
Field of Study: Taxes (8)

Self-Study Download

8

$159.00

Buy now

Real Estate Tax Boot Camp (RETC)
Field of Study: Taxes (8)

Self-Study Textbook

8

$210.00

Buy now

Real Estate for Accounting and Finance Professionals (RLE2)
Field of Study: Taxes (2)

Self-Study Webcasts

2

$109.00

Buy now
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CPE Webinars
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