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Financial Planning CPE Courses

Financial planning is a great service for practitioners to offer clients. Surgent’s finance CPE 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 webinars 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, webinars, on-demand webcasts, and downloadable self-study courses.

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Course TitleDate & TimeInstructorsCreditsPricePurchase

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

October 21, 2016 09:00 AM - 05:00 PM (Eastern)

Jack Surgent, CPA

8

$239.00

Buy Now

Best Income Tax, Estate Tax, and Financial-Planning Ideas of 2016 (IEFP)
Field of Study: Taxes (8)

October 26, 2016 09:00 AM - 05:00 PM (Eastern)

Jeff Jacobs, JD

8

$219.00

Buy Now

Best Income Tax, Estate Tax, and Financial-Planning Ideas of 2016 (IEFP)
Field of Study: Taxes (8)

November 01, 2016 09:00 AM - 05:00 PM (Eastern)

Jeff Jacobs, JD

8

$219.00

Buy Now

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

November 07, 2016 09:00 AM - 05:00 PM (Eastern)

Jack Surgent, CPA

8

$239.00

Buy Now

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

November 21, 2016 09:00 AM - 05:00 PM (Eastern)

Jack Surgent, CPA

8

$239.00

Buy Now

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

December 02, 2016 09:00 AM - 05:00 PM (Eastern)

Jack Surgent, CPA

8

$239.00

Buy Now

Best Income Tax, Estate Tax, and Financial-Planning Ideas of 2016 (IEFP)
Field of Study: Taxes (8)

December 06, 2016 09:00 AM - 05:00 PM (Eastern)

Jeff Jacobs, JD

8

$219.00

Buy Now

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

December 26, 2016 09:00 AM - 05:00 PM (Eastern)

Jack Surgent, CPA

8

$239.00

Buy Now

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

January 06, 2017 09:00 AM - 05:00 PM (Eastern)

Jack Surgent, CPA

8

$239.00

Buy Now

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

January 31, 2017 09:00 AM - 05:00 PM (Eastern)

Jack Surgent, CPA

8

$239.00

Buy Now

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