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Our Advisory Services CPE courses are written by nationally known authors and prepared in accordance with NASBA standards for formal self-study education along with various State Boards of Accountancy. If you have any questions, please email us at information@cpecredit.com.

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101 Financial Solutions: Diagnosis & Remedy

Instructor: Delta Publishing

Credits: 10

Format: Online

This course is intended for effective business managers and entrepreneurs. Covering every facet of the daily management of a business's finances, it is designed to help managers pinpoint, remedy, and prevent business and financial problems.

Price: $79.95

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401k - A Basic Guide

Instructor: Anthony C Gruber CPA CVA

Credits: 1

Format: Online

This course will provide you with a basic understanding of 401k plans. We will not cover Roth 401ks or SIMPLE plans in this section. Understanding 401ks.

Price: $27.95

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401k - ADP / ACP Testing

Instructor: Anthony C Gruber CPA CVA

Credits: 1

Format: Online

This course explains the two primary tests required for all non-safe-harbor 401k plans, the ADP test, and the ACP test.

Price: $19.95

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Disability Insurance Products And Principles

Instructor: Paul J Winn CLU ChFC

Credits: 8

Format: Online

The text focuses primarily on disability income insurance although business-related disability products, such as disability buyout and business overhead expense policies, are also examined.

Price: $59.95

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Guide to Personal Life Insurance Planning

Instructor: Paul J Winn CLU ChFC

Credits: 4

Format: Online

Students learn the type of client data needed and how to build client rapport and create trust.

Price: $49.95

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Other Tests Required for Many 401k Plans

Instructor: Anthony C Gruber CPA CVA

Credits: 1

Format: Online

All 401k plans must undergo a series of annual tests. The type of tests required for your plan will partly depend the features and options outlined in your plan document.

Price: $19.95

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