Financial Planning CPE Courses

Financial Planning Continuing Professional Education (CPE) courses from Surgent help Certified Public Accountants (CPAs), CFPs, and other accounting professionals and tax practitioners navigate tax and planning regulations and strategies to achieve financial planning wins for their clients. From IRA strategies to trusts and estates, from real estate and tax planning strategies to sophisticated techniques to grow and shelter income, Surgent has the courses you need to achieve stellar results for both you and your clients. Financial planning CPE courses are offered in self-study format, both webcast and downloadable PDF formats, as well as live webinars.

When you take online financial planning courses from Surgent, you’ll earn the CPE credits you need, along with the management skills to help your firm thrive and grow. You'll be equipped to recognize and implement the nuanced planning points so often overlooked or under-utilized in practices today. Several Surgent courses are also approved for CFP credit by the CFP Board. If you are both a Certified Financial Planner and a Certified Public Accountant, you're able to earn both CPE and CFP credits with these CFP-approved courses.

Surgent offers financial planning courses on a variety of topics, including investment planning, social security, real estate, estate planning essentials, estate tax, retirement planning, tax returns, tax updates, tax strategies, individual tax, personal financial planning, and more. Bring value to your firm, while being a trusted resource for your clients, with financial planning courses from Surgent.