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Financial Planning CPE Courses

Expand your expertise in personal financial planning, retirement, estate planning and wealth management with Surgent's financial planning CPE courses. Topics include Social Security strategies, Medicare, IRAs, trusts, charitable giving, real estate, tax-efficient investing and more; helping you deliver better outcomes for your clients.

All courses are NASBA-approved and many are CFP Board-approved, allowing CPAs who are also CFPs to earn both CPE and CFP credit simultaneously. Available in live webinar, on-demand webcast and self-study formats.

Use the filters below to find courses by topic, format or credit type, including CFP Board-approved options.

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CPE Webinars
CPE Webinars

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