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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.

Course TitleDate & TimeInstructorsCreditsPricePurchase

Introducing Tax Efficient Investment Planning Ideas to Your Tax Preparation Clients (TIPI)
Field of Study: Taxes (2)

January 26, 2017 01:00 PM - 03:00 PM (Eastern)

Gregory Lane, CPA, CFP, Robert Ryerson, CFP

2

$89.00

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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

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