CFP

The following courses are accepted by the CFP Board. To view your specific license requirements, please visit Compliance Manager.

Title	Author	Credit	Level	Fee
Why Estate Planning is Still Alive for those not Subject to the Estate Tax	Klaralee Charlton	2	Basic	$67	add to cart
Post Death IRA Transactions	Klaralee Charlton	2	Basic	$67	add to cart
Charitable Remainder Trusts and Preparing Form 5227	Steven Siegel	2	Intermediate	$67	add to cart
Preparation of State Level Estate Tax Returns	Klaralee Charlton	2	Intermediate	$67	add to cart
2023 Estate & Financial Planning Quarterly Update (Spring)	Klaralee Charlton	2	Update	$67	add to cart
Understanding the Federal Gift Tax	Steven Siegel	2	Overview	$67	add to cart
Social Security and Medicare Planning Quarterly Update (Spring 2023)	Steven Siegel	2	Update	$67	add to cart
Preparing Form 709: The Federal Gift Tax Return	Steven Siegel	2	Basic	$67	add to cart
Help Clients Deal with Tax Law Challenges: Using Practical Planning Strategies	Steven Siegel	2	Basic	$67	add to cart
Funding the Marital Share	Klaralee Charlton	2	Intermediate	$67	add to cart
Costly Pitfalls in Old Estate Planning Documents	Klaralee Charlton	2	Basic	$67	add to cart
2022 Social Security and Medicare Planning Update (Fall)	Steven Siegel	2	Update	$67	add to cart
Small Business Retirement Plans: Picking the Best Plan for Your Client	Greg White	2	Basic	$62	add to cart
Common Frauds in Small Businesses	Robert Minniti	2	Basic	$62	add to cart

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