The following courses are accepted by the CFP Board. To view your specific license requirements, please visit Compliance Manager.
| Title | Author | Credit | Level | Fee | |
|---|---|---|---|---|---|
| Charitable Remainder Trusts and Preparing Form 5227 | Steven Siegel | 2 | Intermediate | $67 | add to cartSold Out | 
| Preparation of State Level Estate Tax Returns | Klaralee Charlton | 2 | Intermediate | $67 | add to cartSold Out | 
| Funding the Marital Share | Klaralee Charlton | 2 | Intermediate | $67 | add to cartSold Out | 
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