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CPE Series for CPAs

Each session approved for 1 CPE credit through NASBA.

Interdisciplinary Series

Each session approved for 1.5 CFP credits through the CFP Board

Practice Development

Pre-recorded sessions with wealth planning experts.

CPE Series

  • Includes all course materials, including audio recording of teleconference
  • Courses led by practicing CPAs
  • Create networking opportunities by inviting your colleagues to listen in and then discuss the topic with you

Audio sample from a previous:
CPE Series for CPAs Teleconference



Recent Developments with Qualified Appraiser and Appraisal Requirements