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Financial Planning CPE Courses


Financial Planning CPE courses from Surgent help CPAs and other accounting and tax professionals navigate tax and planning regulations and strategies to achieve financial planning wins for their clients. From IRA strategies to trusts and estates and sophisticated techniques to grow and shelter income, Surgent has the courses you need to achieve stellar results for your clients.

When you take online financial planning courses from Surgent, you’ll earn the CPE credits you need, as well as the management skills that will help your firm thrive and grow.

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CPE Webinars
CPE Webinars

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