COURSE LIBRARY
Financial Planning CPE Courses for Accountants and Financial Professionals
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Western CPE provides continuing education credits for financial professionals of all kinds, with industry-leading features like:
- Lightning-fast grading and almost instant access to CPE certificates.
- Complete control over your CPE profile and history.
- The ability to choose a format that fits your lifestyle, schedule, and preferred way to earn CPE credits.
Western CPE provides Financial Planning CPE courses in the form of self study courses, live webinars, on-demand self-study video courses, and more. Our FlexCast platform is the only one of its kind in the industry, allowing you to watch a webcast across multiple days, pause and resume at will, and more.
Our Financial Planning courses cover topics like investment planning, tax planning strategies, tax advantaged investments, and key issues in estate planning. Specialized courses covering topics such as Corporate Cash Management for Treasurers, Digital Assets in Estate Planning, and Real Estate Valuations are taught by industry experts like Steven M. Bragg, Delta CPE LLC, and Michael J. Walker. Western CPE complies with all State and NASBA requirements and best practices to cover your compliance needs, ensuring you meet your deadline.
Certified financial planners, tax practitioners, and business leadership teams can all benefit from increasing their specialized knowledge of issues surrounding the financial planning process, from tax strategies to insurance planning and navigating the securities market.
Access more learning formats to take your Financial Planning CPE courses, from QAS Self-study to Webcasts to our acclaimed Live Events. Whether you prefer working with live video or perusing downloadable PDFs, Western has a course format for you.
CPE Topics:
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Finance
Financial Forecasting and Modeling
Steven M. Bragg, CPAQAS Self-StudyCredits: 5 $145.00$145.00 – $175.00
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Finance
Business Insurance Fundamentals
Steven M. Bragg, CPAQAS Self-StudyCredits: 3 $87.00$87.00 – $107.00
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Finance
Treasurer’s Guidebook
Steven M. Bragg, CPAQAS Self-StudyCredits: 16 $384.00$384.00 – $424.00
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Finance
Working Capital Management
Steven M. Bragg, CPAQAS Self-StudyCredits: 5 $145.00$145.00 – $175.00
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Economics
Managerial Economics
Steven M. Bragg, CPAQAS Self-StudyCredits: 4 $116.00$116.00 – $136.00
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Finance
Business Valuation
Steven M. Bragg, CPAQAS Self-StudyCredits: 3 $87.00$87.00 – $107.00
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Finance
Digital Assets in Estate Planning
Patricia McCarthy, MBAQAS Self-StudyCredits: 1 $29.00$29.00 – $49.00
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Finance
2024 Financial Planning Trends and Opportunities
Jeff Rattiner, CPA, CFPWebcastCredits: 2 $98.00$98.00
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Finance
Capital Budgeting
Steven M. Bragg, CPAQAS Self-StudyCredits: 5 $145.00$145.00 – $175.00
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Western CPE for Business
Western CPE for Business is a smarter strategy to drive real CPE transformation. Upskill your teams, improve retention and satisfaction, and get a real ROI on your continuing education.