Financial Planning CPE Courses for Accountants and Financial Professionals

Need to take your knowledge of retirement planning or risk management to the next level? How about deep-dives into estate planning essentials and investment securities? Western CPE has CPE credits for that. The country’s most competitive finance and accounting professionals trust Western CPE for all their Financial Planning continuing professional education course needs.

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.

How would you like to take your Financial Planning CPE courses?

Whether you prefer Webcast, Self-Study, Live Events, or instruction by an Expert Instructor, you’ll find a format that fits your lifestyle, schedule, and preferred way to CPE.


Financial Planning SELF-STUDY Courses

QAS Self-Study packages allow you to work at your own pace with downloadable materials, hard copy CPE, or on-demand video formats.


Financial Planning Webcast Courses

Our live on-demand webinars have no exam requirements and feature printable certificates and online chat functionality with live expert moderators.


Financial Planning LIVE EVENT Courses

Our world-famous conferences and seminars allow for in-person instruction in breathtaking locations.


Western CPE Instructors

Western CPE’s Financial Planning CPE instructors are popular industry experts with years of real-world knowledge.

Financial Planning CPE Courses

Learn about the best Financial Planning CPE courses in the financial and accounting industry from industry legends and under-the-radar experts. You can’t go wrong.

New Financial Planning CPE Courses

Financial and Accounting Professionals reporting in one of the states listed below can easily find their State’s CPE Requirements.

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